评论 10
过滤器:
评分
语言
种类:
最近的
K
7 几个月前

As a customer of the company, I found their servic...

As a customer of the company, I found their services to be average. 😐 The website "adviceforwealth.com" was easy to navigate and informative, providing a good overview of their offerings. However, I felt that the company lacked a personal touch in their approach. The advisors were knowledgeable, but I expected a more tailored experience that would address my specific financial goals and concerns. The communication with the company was also average – my inquiries were answered, but sometimes with a delay. While they did provide some helpful advice, I was left wanting more in terms of practical strategies and action steps. Overall, the company offers decent services, but there is room for improvement in terms of customization and responsiveness to individual client needs.

R
7 几个月前

👍 Strategic Wealth Management, LLC has been a game...

👍 Strategic Wealth Management, LLC has been a game-changer for me! Their knowledge and expertise in wealth management have helped me make better financial decisions, leading to significant growth in my investments. I appreciate their personalized approach and prompt responses to any inquiries I have. I highly recommend them to anyone looking for a trustworthy and experienced wealth management company. 💯

S
9 几个月前

I am extremely satisfied with the services of Stra...

I am extremely satisfied with the services of Strategic Wealth Management, LLC. Their team has been instrumental in helping me achieve my financial goals. They have a wealth of knowledge and experience in the industry, and their personalized approach sets them apart. They have been responsive and proactive in managing my investments. I highly recommend them.

C
10 几个月前

I recently used a wealth management service for th...

I recently used a wealth management service for the first time and I must say, I am impressed with the level of service I received. The advisors were attentive and provided me with valuable insights and recommendations. I appreciate the personalized approach they took to understand my financial situation and goals. Overall, I had a positive experience and would consider using their services again in the future.

S
10 几个月前

I had a great experience with Strategic Wealth Man...

I had a great experience with Strategic Wealth Management, LLC. Their advisors were highly knowledgeable and provided excellent guidance. They took the time to understand my financial goals and created a personalized wealth management plan for me. I feel confident and secure in their hands. I would highly recommend them to anyone looking for professional and reliable financial advice.

A
10 几个月前

I've had a wonderful experience with Strategic Wea...

I've had a wonderful experience with Strategic Wealth Management, LLC. Their advisors are knowledgeable, patient, and genuinely care about their clients' financial success. They have helped me navigate through complex financial decisions and provided sound advice at every step. I'm grateful for their expertise and highly recommend their services.

T
11 几个月前

🌟 I can't say enough positive things about Strateg...

🌟 I can't say enough positive things about Strategic Wealth Management, LLC. Their advisors have been exceptional in providing personalized wealth management solutions. They have helped me navigate through market volatility and make informed investment decisions. The level of professionalism and expertise they bring is truly impressive. I highly recommend their services to anyone looking for reliable financial advice. 👌

K
1年以前

I recently started using a wealth management servi...

I recently started using a wealth management service, and I'm glad I chose Strategic Wealth Management, LLC. They have been instrumental in helping me achieve my financial goals. The advisors are knowledgeable and always available to answer my questions. They provide personalized advice without any unnecessary jargon. Overall, it has been a positive experience working with them.

R
1年以前

The team at Strategic Wealth Management, LLC provi...

The team at Strategic Wealth Management, LLC provided top-notch financial advice and guidance. I was impressed by their professionalism and attention to detail. They took the time to understand my unique financial situation and provided me with a tailored wealth management plan. Their recommendations have been valuable, and I've seen positive results. I highly recommend their services.

P
1年以前

💯 Strategic Wealth Management, LLC has exceeded my...

💯 Strategic Wealth Management, LLC has exceeded my expectations in every way. Their team of advisors is highly professional and attentive. They have helped me optimize my investments and provided valuable insights into market trends. I appreciate their proactive approach and prompt communication. I have complete trust in their expertise and would recommend them without hesitation. 💪

关于Strategic wealth management, llc

Strategic Wealth Management, LLC:您建立和保护财富的合作伙伴

Strategic Wealth Management, LLC 是一家注册投资顾问,专门为个人和家庭提供财富管理服务、综合财务规划和咨询服务。凭借多年的行业经验,我们通过为客户提供适合其独特需求的个性化解决方案,帮助他们实现财务目标。

我们经验丰富的专业团队致力于帮助您建立和保护您的财富。我们了解每个客户都有不同的财务目标,这就是为什么我们针对每个客户的情况采取个性化的方法。我们的目标是通过在整个过程中为您提供所需的指导和支持,帮助您实现财务目标。

在 Strategic Wealth Management, LLC,我们认为积累财富需要一种战略方法。这就是我们开发签名流程的原因:LifePath F.O.R.M.mula。此过程有助于我们了解您的独特情况,以便我们可以制定满足您特定需求的定制计划。

LifePath F.O.R.M.mula 包括四个步骤:

1. 基础——在这一步中,我们将与您合作,通过确定您的流动资产和负债来建立您的财务基础。

2. 目标——一旦我们为您建立了基础,我们就会与您一起确定您的短期和长期财务目标。

3. 建议 - 根据我们对您的情况和目标的了解,我们会就如何最好地实现这些目标提供建议。

4. 监控——最后,一旦计划得到实施;必须对其进行定期监控,以便根据市场条件或个人情况的变化根据需要进行调整。

我们的战略财富管理团队了解保护最重要的东西的重要性——家族遗产和子孙后代的福祉——这就是为什么我们的重点不仅仅是管理投资,还包括专为高净值个人和家庭设计的遗产规划策略知道自己的财富受到保护而想要高枕无忧的人。

我们提供广泛的服务来帮助您实现您的财务目标,包括:

- 投资管理:我们提供定制的投资管理解决方案,旨在满足您的特定需求和目标。

- 退休规划:我们的退休规划服务旨在通过确定您的收入需求并制定满足这些需求的计划来帮助您规划舒适的退休生活。

- 遗产规划:我们与高净值个人和家庭合作制定遗产规划策略,以保护他们的财富并确保其按照他们的意愿传承。

- 税务规划:我们的税务规划服务旨在帮助您最大限度地减少纳税义务,同时最大限度地提高税后回报。

在 Strategic Wealth Management, LLC,我们相信与客户建立长期关系。我们明白,在管理您的财富时,信任是必不可少的,这就是我们花时间亲自了解每位客户的原因。我们的目标不仅仅是管理投资,还帮助我们的客户实现财务上的安心,这样他们就可以专注于最重要的事情——与家人和朋友一起享受生活!

总之,如果您正在寻找可以帮助您建立和保护您的财富的经验丰富的合作伙伴,那么 Strategic Wealth Management, LLC 就是您的最佳选择。凭借我们的个性化方法和签名流程 - LifePath F.O.R.M.mula - 我们可以帮助您取得财务上的成功,同时让您高枕无忧,因为您知道一切都由关心最重要的事情的专业人员处理 - 您!

已翻译
Strategic wealth management, llc

Strategic wealth management, llc

3.9