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Wealth Strategy Advisors
Asesoramiento financiero confiable con atención personalizada para tus metas de jubilación.
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Business
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Asesoramiento financiero confiable con atención personalizada para tus metas de jubilación.
Ubicado en 3265 Lackland Rd, Fort Worth, Wealth Strategy Advisors ofrece servicios profesionales de planificación y consultoría financiera. Rebecca Turner y su equipo son elogiados por priorizar los mejores intereses de los clientes, brindando orientación personalizada y actualizaciones oportunas para mantener los objetivos en camino. Relaciones duraderas, servicio atento y eventos para clientes ilustran a un socio de confianza en la planificación de la jubilación y la estrategia de patrimonio.
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Estrategias personalizadas para la acumulación de riqueza, la jubilación y la gestión financiera basada en metas.
Asesoramiento experto para ayudarte a jubilarte cómodamente, incluida la planificación de ingresos y la optimización de inversiones.
Asesoramiento de inversiones personalizado y gestión de carteras para hacer crecer y proteger tus activos.
Actualizaciones regulares, análisis de tendencias y eventos educativos para mantenerte informado y en el camino correcto.
Servicios integrales que abarcan la planificación patrimonial, estrategias fiscales y la salud financiera a largo plazo.
Calificación general
Heidi Rangel
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.
Allison Hart
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!
Greg Scott
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.
Mary Thedford
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!
George Rice
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!
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