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Galecki Financial Management - Fort Wayne Fee-Only Financial Planner
Les conseils financiers à honoraires exclusifs de Fort Wayne : fiables pour la retraite, la planification successorale et fiscale.
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Les conseils financiers à honoraires exclusifs de Fort Wayne : fiables pour la retraite, la planification successorale et fiscale.
Galecki Financial Management - Fort Wayne Fee-Only Financial Planner, situé au 7743 W Jefferson Blvd, Fort Wayne, IN 46804, propose une gestion de patrimoine et une planification financière basées sur des honoraires exclusifs. Les avis des clients mettent en évidence des conseils en matière de retraite, de planification successorale et fiscale, des conseillers réactifs et compétents, ainsi qu'une approche globale et facile à côtoyer. L'entreprise est saluée pour un service professionnel et chaleureux et pour de fortes recommandations de la part des clients au fil des années.
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Stratégies personnalisées pour sécuriser votre avenir financier et atteindre vos objectifs de retraite.
Conseils complets sur la protection des actifs, les testaments et la transmission du patrimoine.
Des conseils d'expert pour optimiser l'efficacité fiscale et réduire les charges fiscales.
Approche holistique de la gestion des investissements et de la croissance de votre patrimoine.
Séances individuelles pour des conseils financiers personnalisés et la définition d'objectifs.
Note globale
David Bartock
We have been with Galecki Financial Management for several years. They are super friendly, extremely knowledgeable and trustworthy. If you need financial planning help I would highly recommend checking them out.
Chuck Petrick
I have been a client of Galecki Financial Management for over 20 years now and could not be happier. Their "total" approach to wealth management and their availability to answer any questions keeps me a client. I recommend them for their professional, knowledgeable, and friendly service .
Craig Hamilton
Have been very pleased with Galecki Financial. They have been excellent in creating a program which has not only been successful but in which we have been very comfortable. As well provide insight with tax/revenue and estate planning. Would highly recommend them Craig Hamilton
David Leber
My wife and I have been working with Galecki for over 15 years and are extremely satisfied. They have provided excellent guidance not only in retirement planning but also estate and tax planning. Our advisor, AT, is extremely responsive and knowledgable. I have recommended them to several friends.
Michelle Drake
I have complete confidence in Galecki Financial. They are a highly respected company and very easy to work with. I have recommended them to several friends who are also very satisfied. I will continue to recommend them without hesitation.
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