WM
Wealth Management Financial Advisors
Wealth Management Financial Advisors : Clarté, stratégie et conseils financiers à Long Beach.
1.4(5 avis)
Comptable
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Wealth Management Financial Advisors : Clarté, stratégie et conseils financiers à Long Beach.
Wealth Management Financial Advisors est situé au 3701 Long Beach Blvd #100 à Long Beach, CA. Le cabinet couvre les services de comptabilité, de finance et de conseil connexes. Les avis donnent une image mitigée : certains clients notent la connaissance et la capacité à assurer le suivi lorsqu'ils font appel à leurs services, tandis que d'autres signalent des lacunes de communication, des problèmes de remboursement et des délais de réponse. L'entreprise est une ressource locale pour les besoins de planification financière et de conseil à Long Beach.
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Stratégies personnalisées pour la gestion de patrimoine, la retraite et la planification d'investissements.
Tenue de livres professionnelle, préparation fiscale et reporting financier pour les entreprises et les particuliers.
Conseil d'experts sur les polices d'assurance vie, santé et assurance d'entreprise pour protéger vos actifs.
Conseils en investissements immobiliers, prêts hypothécaires et transactions immobilières.
Assistance concernant les testaments, les fiducies, la planification successorale et les questions de droit des affaires.
Aide pour les prêts PPP, subventions et autres options de financement pour les petites entreprises.
I listen to a webinar she gave about Wills and trust. She had no idea what she was talking about. She said a will doesn't go into probate which indeed they do. She didn't know what an irrevocable trust is. She was asked several times about it and wouldn't answer, she just danced around the question. If you give a webinar you should research the subject matter and know what you're talking about. If she is this uninformed and unprepared on this subject I can imagine how she is with other material.
Marie took my 550.00 and didn't do anything for me.Didnt answer my emails nor texts,phone calls. I needed help with the ppp loan application,I needed a new vehicle for my business,work.I was also dealing with a a family member dying of covid.I am a disabled veteran,African American. She does not care about people,her customers.
Maybe she's just a really busy entrepreneur that needs more assistnace and better structure/organization. But they eventually got around to my file and delivered on everything. Make sure you follow up, Marie and her staff definitely have the knowledge to make it happen for you, but make sure you're in regular contact with whoever is handling your case.
I decided to take a chance and do business with Marie because of the positive feedback I’d been hearing on the radio and some review online. I called and left a message inquiring more info on the PPPLoan and the grant. A couple of days later I received a group text message with 9 other people who I had absolutely no idea who they were. I later figure out who the person was behind the text. Marie Deary soliciting $500 just to look at your email and any other info. I’m the text message she listed the items that you needed to make copies and email back to her which were an id/ drivers license, recent bank statement, SS card, copy of voided check, and a schedule C. Me being anxious, I emailed those items right away then I called to see how to make payment and to whom. When I called Marie answered and was very rude. She asked for my payment info and was very short with me not wanting to answer any further questions. So I took a chance and paid the $500 fee. She said she would be contact me as soon as she received the payment. A day or 2 later o checked my account and noticed she charged my account $500. I was a little surprised that she did not call or send any confirmation saying that she charged my account. She also never followed up about my application or status. I waited about two weeks before contacting her. I called the number she sent the group text message from. When she answered she was very rude and even asked me how did I get her number. I had to remind her it was from the group text she solicited the $500 to look at any email. She then told me not to call her because she was extremely busy dealing with other applicants. She said she would contact me as soon as she heard back from the lenders. About 2 months later and I’m still waiting for a phone call or email on my status. Marie didn’t keep her word. I paid you to do a service and you didn’t keep up your end of the bargain. I’ll take the $500 investment as a lesson instead of a loss. I will see my investment come back somehow and someway. I’m not worried. But anyone else thinking about doing business with Marie, do your research and proceed with caution.
Marie Deary a demandé un plan de paiement. Après 750 dollars et aucun service fourni, elle a demandé un remboursement. Marie et son personnel ont refusé de répondre à mes e-mails et à mes appels téléphoniques sollicitant un remboursement. Ne faites pas affaire avec elle. Elle ne pense qu'à son argent, pas à votre bien-être, ni au service client.
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