Anchor financial group, a general agency with the companies of oneamerica

Anchor financial group, a general agency with the companies of oneamerica 审查

评论 12
4.3
评论 12
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C
8 几个月前

I recently had the pleasure of working with this f...

I recently had the pleasure of working with this financial group and I was thoroughly impressed with their level of professionalism and expertise. They provided me with a personalized solution that perfectly addressed my financial needs and goals. The representatives were very knowledgeable and took the time to thoroughly explain the options available to me, giving me a sense of confidence and trust in their recommendations. The entire process was seamless and efficient, and I felt well taken care of every step of the way. The website was also very informative and user-friendly, making it easy to access essential information. I would highly recommend them to anyone seeking financial guidance and solutions. 👍🏼

D
8 几个月前

⭐⭐⭐⭐⭐ I am extremely satisfied with the services p...

⭐⭐⭐⭐⭐ I am extremely satisfied with the services provided by Anchor financial group. The team is friendly, professional, and knowledgeable. They have helped me with my financial planning and I highly recommend their services. ⭐⭐⭐⭐⭐

P
8 几个月前

Anchor financial group has been my go-to for finan...

Anchor financial group has been my go-to for financial advice for years. They have always provided excellent service and have helped me navigate through various financial challenges. I highly recommend their services to anyone in need of financial planning assistance.

A
8 几个月前

I recently started using a general agency with one...

I recently started using a general agency with oneamerica and I am very pleased with their services. The staff is professional and responsive, and they have a wide range of products to choose from. I feel confident in their ability to meet my financial needs.

B
9 几个月前

I recently started using the services of a general...

I recently started using the services of a general agency with oneamerica and I am very impressed. They have a wide range of products and services to choose from and their team is always available to answer any questions I have. The customer service is excellent and I feel confident that my financial needs are in good hands.

N
11 几个月前

Anchor financial group has been my go-to for finan...

Anchor financial group has been my go-to for financial advice for years. They have always provided excellent service and have helped me navigate through various financial challenges. I highly recommend their services to anyone in need of financial planning assistance.

C
11 几个月前

I am extremely satisfied with the level of service...

I am extremely satisfied with the level of service provided by Anchor financial group. The staff is friendly, professional, and knowledgeable. They have helped me with my financial planning and I highly recommend their services.

M
1年以前

⭐⭐⭐⭐⭐ I've had an amazing experience with Anchor f...

⭐⭐⭐⭐⭐ I've had an amazing experience with Anchor financial group. Their team is highly knowledgeable and always goes above and beyond to help me with my financial planning. Every interaction I have had with them has been positive and I highly recommend their services. ⭐⭐⭐⭐⭐

D
1年以前

I have been a customer of Anchor financial group f...

I have been a customer of Anchor financial group for several years now and I am extremely satisfied with the level of service I receive. The staff is always friendly and helpful, and they are knowledgeable about all of the products and services offered. I would highly recommend Anchor financial group to anyone in need of financial planning advice.

T
1年以前

⭐⭐⭐⭐⭐ I've had an amazing experience with Anchor f...

⭐⭐⭐⭐⭐ I've had an amazing experience with Anchor financial group. Their team is highly knowledgeable and always goes above and beyond to help me with my financial planning. Every interaction I have had with them has been positive and I highly recommend their services. ⭐⭐⭐⭐⭐

P
1年以前

I recently started using a general agency with one...

I recently started using a general agency with oneamerica and I am impressed with their services. The staff is responsive and helpful, and they have a wide range of financial products to choose from. I feel confident in their ability to meet my financial needs.

C
1年以前

I have been a customer of Anchor financial group f...

I have been a customer of Anchor financial group for several years now and I can confidently say that they provide excellent service. The staff is friendly, professional, and knowledgeable. They have helped me with my financial planning needs and I highly recommend their services.

关于Anchor financial group, a general agency with the companies of oneamerica

Anchor Financial Group 是 OneAmerica 公司的总代理机构:您值得信赖的整体财务规划合作伙伴

您是否正在寻找一家可靠的财务顾问公司来帮助您实现退休目标、有效管理您的财富并提供适合您需求的业务解决方案?只需看看 Anchor Financial Group,它是 OneAmerica 旗下公司的总代理机构。

在安佳金融集团,我们明白财务规划不仅仅是数字和投资。它是关于制定一个全面的计划,考虑到您生活的方方面面,并帮助您实现长期目标。这就是为什么我们提供超越传统投资建议的整体个人退休规划服务。

我们经验丰富的财务顾问团队将与您密切合作,了解您的独特情况,并制定解决您财务生活各个方面的定制计划。无论您是计划退休、管理财富还是经营企业,我们都有专业知识和资源来帮助您取得成功。

退休规划

在安佳金融集团,我们相信每个人都应该享受他们的黄金岁月而不用担心钱。这就是为什么我们的个人退休计划服务旨在帮助您在整个退休期间创造可持续的收入流,同时为子孙后代保留资本。

我们将与您一起确定您的退休目标,并制定为实现这些目标量身定制的投资策略。我们还将帮助您解决复杂的问题,例如社会保障福利优化、从各种账户(401(k)、IRA)中节税取款、Medicare 注册选项等。

财富管理

在当今动荡的市场环境中,管理财富可能具有挑战性。在 Anchor Financial Group,我们的目标是通过帮助客户建立旨在实现长期增长的多元化投资组合,同时最大限度地降低风险敞口,让客户安心。

我们的团队将与您密切合作,了解您的风险承受能力水平和投资目标,然后再为不同资产类别(股票/债券/替代品)推荐合适的资产配置策略。我们还定期监控市场状况,以免错过随着时间的推移可能出现的任何机会或威胁。

业务解决方案与估值

经营一家成功的企业需要的不仅仅是努力工作;这也需要战略思考和周密的计划!在 Anchor Financial Group,我们提供专门针对小企业主量身定制的解决方案,这些小企业主在出售公司时需要继任计划或退出策略等领域的帮助等。

我们还提供估值服务,这在考虑合并/收购或其他涉及家族企业所有权变更的交易等时非常有用。我们的团队在处理此类项目方面拥有丰富的经验,因此请放心,他们装备精良,可以处理任何挑战抛出他们的方式!

为什么选择我们?

在 Anchor Financial Group,我们为自己不仅仅是另一家财务顾问公司而感到自豪 - 我们在这里是非常关心帮助客户实现长期目标的合作伙伴!以下是为什么应该考虑我们的一些原因:

- 经验丰富的团队:我们的顾问在金融行业拥有数十年的工作经验。
- 整体方法:在制定个性化计划时,我们会考虑客户生活的方方面面。
- 定制解决方案:没有两个客户是一样的;因此每个解决方案都必须是唯一的。
- 有竞争力的费用:与提供类似服务的其他公司相比,我们的费用具有竞争力。
- 强大的合作伙伴关系:作为总代理公司,OneAmerica 可以获得范围广泛的产品/服务,这使我们能够更好地满足客户的需求。


综上所述,

如果寻找可以帮助实现长期财务成功的值得信赖的合作伙伴,那么 Anchor Financial Group 就是您的最佳选择!凭借多年在包括个人/企业财务在内的多个领域提供个性化解决方案的宝贵经验,毫无疑问,他们将能够应对任何挑战!

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Anchor financial group, a general agency with the companies of oneamerica

Anchor financial group, a general agency with the companies of oneamerica

4.3