SG
Sandra Gilpatrick, CFP®, Wealth Consultant
Empoderando a las mujeres con una planificación financiera personalizada y clara.
5
Business
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Empoderando a las mujeres con una planificación financiera personalizada y clara.
Sandra Gilpatrick, CFP®, Wealth Consultant es una profesional de las finanzas con sede en Boston que ayuda a sus clientes con una planificación financiera personalizada y holística. Ubicada en 101 Federal St, Boston, MA, se toma el tiempo para comprender la vida de cada cliente y adaptar sus consejos para el presente y el futuro. Las reseñas destacan su calidez, accesibilidad, explicaciones claras y herramientas que empoderan a los clientes, especialmente a las mujeres, para tomar el control de sus finanzas y de su futuro.
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Asesoramiento personalizado basado en tus circunstancias de vida y objetivos únicos, que incluye presupuesto, ahorros y planificación de la jubilación.
Asesoramiento experto sobre estrategias de inversión para hacer crecer tu patrimonio y alinearlo con tus objetivos financieros.
Soluciones integrales para la gestión de activos, planificación patrimonial y seguridad financiera a largo plazo.
Enfoque holístico que integra las decisiones financieras con los objetivos personales de vida para un bienestar general.
Proporcionando recursos fáciles de usar y explicaciones para empoderar a los clientes para gestionar sus finanzas de forma independiente.
Calificación general
Gwen Weisberg
Sandra is wonderful. Besides her experience and expertise, what sets Sandra apart is her genuine interest in each person's unique life situation. She takes the time to get to know each client as a person, to understand their personal experiences and circumstances, and tailors her advice to work for them now and in the future. I've referred several people to Sandra and will continue to do so!
Jessica Farrell
I would highly recommend Sandra and her expertise. She is incredibly knowledgeable but more than that she asks questions about my goals and really listens to my answers. I feel confident that she understands my financial goals and is a dedicated partner in helping me achieve them.
Patty Collinsworth
I can't say enough good things about Sandra Gilpatrick and her services. Her passion for finding solutions that benefit her clients is obvious in every interaction and insight she offers. She's kind, smart, responsive, and best of all, a pro at making financial planning manageable. She breaks down the process so it's easy to understand and provides easy-to-use tools to support you in taking charge of your financial life. I've recommended her to many of my friends and sing her praises when anyone is looking for a financial planner. Simply put -- she's amazing.
Luna Taylor
Better quality attention than I could have hoped for! Sandra truly cares about your money and your life. On top of that, she truly listens to you. She also takes the time to explain things and teach you. I feel lucky to have found her and highly recommend!!!
Petra Loesch
Sandra Gilpatrick changed my life! Financial and life planning is complicated, and it is essential that you have somebody by your side, who can see the big picture and help you get organized. Sandra's advice and support gave me peace of mind and helped me organize my finances, investments, and provided me with the right tools and confidence to plan my life. She is always available and has provided expert guidance whenever I needed it. Her true gift is that she empowers women to take charge of their finances and their life. I consider myself very lucky to have her as my financial advisor.
Katie Mc
Sandra is friendly, knowledgable, communicative, and understanding. She breaks the process down so it’s easier to comprehend and encourages questions. Highly recommend!
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