评论 13
过滤器:
评分
语言
种类:
最近的
R
6 几个月前

I recently used their services and found the overa...

I recently used their services and found the overall experience to be average. The website was user-friendly and provided some helpful resources, but I felt that the customer service could have been more responsive. The investment advice I received was decent, but I was hoping for more personalized recommendations based on my specific financial goals. Additionally, I found the fees to be a bit higher compared to other options in the market. In summary, I would say that there is room for improvement in terms of customer service and tailored financial planning, but the website is informative and easy to navigate.

S
6 几个月前

👌 I've been a client of Annex Wealth Management fo...

👌 I've been a client of Annex Wealth Management for a while now, and I must say their services are excellent. The team is always responsive and ready to assist with any financial concerns I have. They have helped me make sound investment decisions, and I'm very satisfied with the results. I highly recommend Annex Wealth Management!

M
6 几个月前

I've had a great experience working with a financi...

I've had a great experience working with a financial advisor at Annex Wealth Management. They have helped me make informed decisions about my investments without any pressure or bias. The team is friendly, professional, and always available to answer my questions. I appreciate their proactive approach and personalized service. Highly recommended!

N
8 几个月前

Annex Wealth Management is absolutely amazing! 😊 T...

Annex Wealth Management is absolutely amazing! 😊 Their team is highly professional and provides top-notch financial advice. They really take the time to understand your individual needs and provide personalized strategies. I've been with them for a while and couldn't be happier. If you're looking for a reliable and trustworthy financial advisor, Annex Wealth Management is the way to go!

D
8 几个月前

I recently started working with Annex Wealth Manag...

I recently started working with Annex Wealth Management and I am extremely impressed with their services. The team is knowledgeable, professional, and always available to answer any questions I have. They take the time to understand my financial goals and tailor their advice to my specific needs. I highly recommend Annex Wealth Management to anyone looking for a reliable and trustworthy financial advisor.

G
8 几个月前

I've been a client of Annex Wealth Management for ...

I've been a client of Annex Wealth Management for a while now and I am extremely satisfied with their services. The team is highly knowledgeable and provides excellent advice. They have helped me navigate the market and make smart investment decisions. I would highly recommend Annex Wealth Management to anyone looking for a reliable financial advisor.

J
9 几个月前

I've been using Annex Wealth Management for financ...

I've been using Annex Wealth Management for financial advice for a few years now and I couldn't be happier. They have a great team that is professional, knowledgeable, and always puts my interests first. They have helped me achieve my financial goals and I trust them completely. I highly recommend Annex Wealth Management for all your financial needs!

J
9 几个月前

My experience with Annex Wealth Management has bee...

My experience with Annex Wealth Management has been fantastic! Their team is highly professional and always puts their clients first. They have helped me achieve my financial goals and provide valuable advice tailored to my needs. I highly recommend Annex Wealth Management to anyone in need of financial advice and support.

E
10 几个月前

I absolutely love Annex Wealth Management! 😍 They ...

I absolutely love Annex Wealth Management! 😍 They have been providing me with exceptional service and guidance for managing my investments. Their team is highly knowledgeable and always keeps me well-informed about market trends and potential opportunities. I feel confident knowing that my financial future is in their hands. I can't recommend Annex Wealth Management enough!

D
11 几个月前

I am very satisfied with the services provided by ...

I am very satisfied with the services provided by Annex Wealth Management. Their team is highly professional and knowledgeable. They go above and beyond to ensure that their clients' financial needs are met. I appreciate their personalized approach and attention to detail. I highly recommend Annex Wealth Management to anyone in need of financial advice and support.

S
1年以前

I recently started working with a financial manage...

I recently started working with a financial management company and it has been a great experience. The team at Annex Wealth Management is highly knowledgeable and provides excellent advice. They really care about their clients and go above and beyond. I highly recommend Annex Wealth Management to anyone looking for a reliable financial advisor.

T
1年以前

Annex Wealth Management is a reliable and trustwor...

Annex Wealth Management is a reliable and trustworthy company. Their team is composed of experts in the field who provide valuable advice and guidance. I have been with them for a few years now and have never been disappointed. They keep me updated on my investments and provide regular performance reports. I highly recommend Annex Wealth Management for anyone looking for a solid financial advisor.

R
1年以前

I have been a client of a financial management com...

I have been a client of a financial management company for many years, but recently I decided to switch to Annex. I have been extremely satisfied with their services so far. They have a great team of experts who are always willing to help and provide valuable advice. The best part is that they really care about their clients and work hard to understand their individual needs and goals. I highly recommend Annex Wealth Management for anyone looking for a top-notch financial advisor.

关于Annex wealth management

附件 财富管理:全面及度身订造的财富管理服务

Annex Wealth Management 是一家领先的财富管理公司,为个人、家庭和企业提供全面和定制的财务规划服务。凭借信托承诺和仅收取费用的薪酬结构,Annex Wealth Management 在培养植根于信任的关系方面享有盛誉。

在 Annex Wealth Management,我们了解每个客户都有独特的财务目标。这就是为什么我们会花时间亲自了解每个客户,然后再根据他们的特定需求制定定制的财务计划。我们经验丰富的顾问团队与客户密切合作,确定他们的长期目标,评估他们的风险承受能力,并制定旨在帮助他们实现这些目标的投资策略。

我们全面的财富管理服务包括投资管理、退休规划、税务规划、遗产规划、保险分析、教育资助策略、慈善捐赠策略等。我们相信采取全面的财富管理方法,考虑客户财务生活的各个方面。

Annex Wealth Management 与其他公司不同的关键因素之一是我们的信托承诺。作为受托人,我们有法律义务始终以客户的最佳利益行事。这意味着将客户的需求置于我们自身或任何第三方的利益之上。我们相信这种透明度对于与客户建立信任至关重要。

与 Annex Wealth Management 合作的另一个重要方面是我们的收费薪酬结构。与许多其他公司不同,他们根据您的投资组合规模销售或管理管理费下的产品佣金;我们只对我们提供的建议收费,透明收费基于小时费率或双方预先商定的固定项目费用。

我们还通过与您的顾问定期会面以及访问教育资源(例如网络研讨会、研讨会、时事通讯、博客、播客等)来提供持续支持,以便您随时了解市场趋势、经济新闻、税法变化等,这可能会影响您的投资或总体财务计划。

除了提供专门针对每个客户的独特情况量身定制的个性化服务; Annex Wealth Management 还通过其投资委员会提供机构层面的投资专业知识,该委员会包括来自各个领域的经验丰富的专业人士,包括金融经济学会计法等,他们使用定量定性分析工具技术模型算法等协同工作,专为管理投资组合而设计不同的资产类别部门地域货币等。

总的来说,如果您正在寻找由经验丰富的专业人士提供的全面的定制财富管理服务,他们致力于为您的最大利益服务,那么 Annex Wealth Management 就是您的最佳选择!

已翻译
Annex wealth management

Annex wealth management

4.1