Services Offered
Financial Planning
Personalized strategies for wealth accumulation, retirement, and goal-based financial management.
Retirement Planning
Expert guidance to help you retire comfortably, including income planning and investment optimization.
Investment Management
Tailored investment advice and portfolio management to grow and protect your assets.
Client Education and Reviews
Regular updates, trend analysis, and educational events to keep you informed and on track.
Wealth Management
Comprehensive services covering estate planning, tax strategies, and long-term financial health.
Reviews
5(5 reviews)
Rating Distribution
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Heidi Rangel
via Google
about 2 months ago
Rebecca D. Turner and her team at WSA exemplify professionality and set an unpresented industry standard for financial planning. She is a true advocate for her clients and applies her wealth of knowledge and experience to better to promote your best interest.
A
Allison Hartvia Google
over 1 year ago
Rebecca Turner and her team at Wealth Strategy Advisors have be so professional, quick to respond, helpful to offer multiple reviews of our accounts thru the year so we stay on track with our financial goals. I would recommend Rebecca to any of my friends looking for a trusted financial advisor. She always has your best interest in mind and takes the time to really partner with you. Also she throws some pretty epic client events during the year!! 10 out of 10!
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Greg Scottvia Google
about 2 years ago
Have been with WSA over 30 years and have been very pleased with the results. My retirement couldn’t be any easier. Becky, Forest and Jennifer are attentive and full of information to keep you up to date with trends and positive expectations. YOU are in good hands.
M
Mary Thedfordvia Google
about 2 years ago
Wealth Strategy Advisirs is a great company. The people are amazing and call you by name, remembering you after the first meeting. They make an effort to educate their customers and keep them up to date on the latest information at events that they host throughout the year. Great people!
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George Ricevia Google
about 2 years ago
We've been with Rebecca since (I believe) 1988, when we were both early in our careers. My wife and I have been exceptionally pleased with her patience, encouragement, and guidance through the years. And yes, we were able to retire when I turned 55. We are blessed beyond belief, and believe we are well -qualified to recommend WSA without hesitation!
