评论 11
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L
8 几个月前

👍 I'm really happy with the services provided by K...

👍 I'm really happy with the services provided by Kimery Wealth Management. They have helped me make smart investment decisions and optimize my portfolio. The team is always available to answer my questions and provide guidance. I appreciate their professionalism and the personalized approach they take with their clients. Highly recommend!

N
9 几个月前

I recently started working with Kimery Wealth Mana...

I recently started working with Kimery Wealth Management and I am already impressed with their level of professionalism and expertise. The team is highly knowledgeable and provides personalized financial advice based on my specific goals and needs. The communication has been excellent, and they have been proactive in keeping me updated on my investments. I highly recommend their services.

M
9 几个月前

I've been working with this firm for the past few ...

I've been working with this firm for the past few years and I couldn't be happier with their services. The team at Kimery Wealth Management is professional, knowledgeable, and dedicated to their clients. They have helped me navigate through various financial challenges and have provided valuable advice along the way. I highly recommend their services to anyone looking to build and grow their wealth.

N
10 几个月前

I have been a client of this company for over five...

I have been a client of this company for over five years and I continue to be impressed with their expertise and dedication to my financial success. The team at Kimery Wealth Management has helped me navigate the ups and downs of the market and has consistently provided sound investment advice. I highly recommend their services to anyone looking for a reliable wealth management partner.

C
11 几个月前

I've been a client of this wealth management firm ...

I've been a client of this wealth management firm for several years and I can confidently say that they are one of the best in the industry. The team at Kimery Wealth Management is highly knowledgeable, responsive, and dedicated to their clients' success. They have helped me achieve my financial goals and navigate through market uncertainties. I highly recommend their services.

K
1年以前

I've been a client of this wealth management firm ...

I've been a client of this wealth management firm for several years now, and I must say that their services are truly top-notch. The team has helped me achieve my financial goals and has always been responsive to my needs. They provide sound investment advice and have a deep understanding of the market. I appreciate their attention to detail and the personalized service they offer.

A
1年以前

I cannot express how satisfied I am with the servi...

I cannot express how satisfied I am with the services provided by Kimery Wealth Management. They have truly gone above and beyond to help me achieve my financial goals. The team is highly knowledgeable and always available to answer my questions. Their personalized approach and attention to detail have made all the difference. I highly recommend them to anyone looking for a reliable wealth management firm.

M
1年以前

👍 I'm really impressed with the expertise and prof...

👍 I'm really impressed with the expertise and professionalism of the team at Kimery Wealth Management. They have helped me create a comprehensive financial plan that aligns with my goals and aspirations. Their personalized approach and attention to detail have been instrumental in achieving my financial success. I highly recommend their services to anyone looking for a trusted wealth management partner.

C
1年以前

👍 I'm really impressed with the services provided ...

👍 I'm really impressed with the services provided by Kimery Wealth Management. They have helped me make informed investment decisions and have guided me towards financial success. The team is always available to answer my questions and address any concerns I may have. Their expertise and personalized approach have made them a trusted partner. Highly recommend!

P
1年以前

I have been a client of this firm for a while now ...

I have been a client of this firm for a while now and I am extremely satisfied with their services. Their team is highly knowledgeable and always goes the extra mile to ensure that my financial goals are achieved. They have provided me with valuable financial advice and have helped me grow my portfolio. I highly recommend Kimery Wealth Management for all your wealth management needs.

关于Kimery wealth management

Kimery Wealth Management:赋能客户创造他们设想的生活

Kimery Wealth Management 是一家领先的金融咨询公司,专门为个人、家庭和企业提供全面的财富管理服务。凭借经验丰富的专业团队和以客户为中心的方法,Kimery Wealth Management 已成为寻求实现其财务目标的客户值得信赖的合作伙伴。

在 Kimery Wealth Management,我们的使命很简单:我们的目标是让客户有信心大胆地使用他们的财富来创造他们设想的生活。我们了解每个客户都有独特的需求和愿望,这就是我们采用个性化方法进行财富管理的原因。我们的团队与每个客户密切合作,制定符合他们的目标和价值观的定制战略。

我们的服务

我们提供范围广泛的服务,旨在帮助客户随着时间的推移积累和保存财富。我们的核心服务包括:

投资管理:我们针对每位客户的风险承受能力、时间范围和财务目标量身定制投资策略专家指导。

退休规划:我们通过制定全面的策略来帮助客户规划退休,这些策略考虑了收入需求、税收影响和遗产规划等因素。

遗产规划:我们与客户合作制定遗产规划,确保他们的资产根据他们的意愿分配,同时最大限度地减少税收和其他成本。

税务规划:我们的团队提供积极主动的税务规划建议,旨在最大限度地减少纳税义务,同时最大限度地提高税后回报。

保险规划:我们帮助客户评估他们的保险需求,并根据个人情况推荐合适的保险选项。

慈善捐赠:对于那些对慈善捐赠或慈善事业感兴趣的人,我们提供有关有效捐赠策略的指导,这些策略符合个人价值观,同时最大限度地提高影响力。

为什么选择凯瑞财富管理?

个人选择 Kimery Wealth Management 作为他们值得信赖的顾问的原因有很多:

经验——我们的团队拥有数十年的金融和投资管理经验。这种专业知识使我们能够提供专门针对每个客户的独特情况量身定制的明智建议。
个性化服务 - 在 Kimery Wealth Management,我们相信在信任和相互尊重的基础上与客户建立长期关系。每个客户都会得到我们顾问团队的个性化关注。
透明度 - 当涉及到我们的服务收费时,我们相信透明度。客户可以期望就与我们合作的所有相关费用进行清晰的沟通。
承诺 - 我们的承诺始终是将客户的利益放在首位。
以结果为导向的方法——在金杜,我们更注重结果,而不仅仅是承诺或谈话;这使我们从其他只说大话但做事很少的公司中脱颖而出。


结论

总之,Kimery Wealth Management 提供全面的财富管理解决方案,专为每个人的独特情况而设计。我们的目标不仅是管理您的资金,还帮助您实现人生目标。我们以透明、诚实和致力于提供results.We increase you today,携起手来,一起创造你想象中的生活!

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Kimery wealth management

Kimery wealth management

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