Financial Advisor
Helping our clients
get financial freedom
for over 30 years
Financial Advisor
Helping our clients
get financial freedom
for over 30 years
  • Glenn Tucker
    - Google

    Mike Lucey helped me reorganize my investments for retirement and was a real pleasure to work with.

    Karl Smith
    - Google

    I have been a customer of the Lucey Wealth Advisors for more than 5 years. I have found Mike Lucey and all of his associates... read more

  • Paul Young
    - Google

    I wish to highly commend Michael Lucey and his very able business partners on their advice and management of my wife and my retirement portfolio... read more

    Stephen Harper
    - Google

    I have been extremely pleased with the quality of the service. Mike, Jeff and his team are very responsive, knowledgeable and helpful. I have been... read more

  • Alexander Wrenn
    - Google

    My experience working with Lucey Wealth Advisors was superb. Mike and his team are exceptionally thorough, trustworthy and highly-professional. Looking forward to a long-term (and... read more

    Santa Rosa
    - Google

    You cannot go wrong with this group, extremely unique planning, best I've seen thus far!

  • Claudia Sutton
    - Google

    Mike Lucey and his team are wonderful to work with. I highly recommend them. They pay attention to detail and are great about keeping you... read more

    Alfredo Villasenor
    - Google

    I used Lucey Wealth Advisors and they are very professional, extremely responsive and trustworthy. Mike Lucey assist me when I was having difficulty searching... read more

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