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Rich Wealth Management, LLC
Des conseils patrimoniaux fiables et approfondis pour Louisville.
5
Business
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Des conseils patrimoniaux fiables et approfondis pour Louisville.
Rich Wealth Management, LLC offre une planification financière fiduciaire et des conseils en placement à Louisville. Les clients louent Dwight Rich pour son intégrité, sa grande connaissance et ses conseils clairs et exhaustifs. La firme propose des portefeuilles personnalisés, une planification de la retraite et un accompagnement pratique, y compris des conseils sur la Sécurité sociale, et a aidé les clients à repérer et à corriger des investissements antérieurs problématiques.
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Gestion complète des portefeuilles et des stratégies d'investissement adaptées à vos objectifs financiers et à votre tolérance au risque.
Conseils d'expert sur la sécurité sociale, les plans 401(k), les IRA et d'autres comptes de retraite afin d'optimiser vos revenus futurs.
Agir dans votre meilleur intérêt avec des conseils transparents et éthiques sur les investissements et les décisions financières.
Séances personnalisées en face à face pour répondre à vos préoccupations, passer en revue vos actifs et élaborer des plans financiers concrets.
Analyse approfondie et ajustement de vos comptes d'investissement afin d'assurer leur alignement avec vos objectifs.
Sessions informatives sur des sujets tels que la sécurité sociale et les bases de l'investissement afin d'aider les clients à acquérir des connaissances.
Note globale
Peggy Coyle
Dwight Rich is a trusted advisor. His integrity and knowledge are exemplary! He listens, is compassionate and gives reliable advice. Look no further for dependable wealth management!
Mary Schooler-Baker
I first heard about Dwight Rich on the radio. I had a concern about my investment that I had made in gold bars and silver so I reached out to him and expressed my financial situation. He immediately called me and then we talked over the phone for a while. I could tell he was also concerned about my decision to purchase gold and I had put everything into Gold bars and silver. That was my first mistake. After we talked for a while, he set up a zoom call with me and my husband. My husband and I were both impressed with his experience and felt he was giving us the best advice. Through this zoom call, he discovered that the company that I was doing business with for the gold and silver, were not being honest. were taking advantage of me and I started to question myself even more. When i reached out to inquire about my account with the gold and silver, I was furious that I had been taken advantage of and my future did not look good going forward. Dwight went above and beyond for me and I hadn't asked him to do this. I now believe there might be a sliver of hope for my future. I have decided to do business with Dwight and I feel rest assured that I am in good hands with Rich Wealth Management. I would highly recommend him if you are questioning what to do with your money to make it work best for you and your family. I am so glad I heard him on the radio and listened to his thoughts and concerns about where I was going and it wasn't going to end well. I now feel relieved and positive about my future and I owe all of that to Dwight Rich. He is a blessing.
Cheryl Sweeney
We met Dwight recently at a Social Security seminar where he taught the ins and outs of the SS system, and later met with him to explore our options. Dwight was thorough and professional and went above and beyond to get us answers. He even accompanied me to the local SS office to examine my file, an experience I didn't want to face alone. Highly recommend this gentleman; we look forward to consulting with him for our future financial plans.
karen blain
Dwight is an outstanding financial adviser. He is very thorough and knowledgeable. Dwight ensures his clients are comfortable with their investment portfolio and understand each investment account. Though no one can guarantee what the stock market will do, Dwight has many years of experience to help each client make the best decision for them.
M L
Dwight serves admirably as our fiduciary, managing our investment portfolio. He diligently sticks to his criteria and it has served us well. I trust Dwight, he is always prepared, professional and willing to do additional research.
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