WA
Wealth Advisors Group
Wealth Advisors Group : Planification financière holistique pour votre avenir.
5
Comptable
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Wealth Advisors Group : Planification financière holistique pour votre avenir.
Wealth Advisors Group, situé au 12726 Coldwater Rd, Fort Wayne, IN 46845, propose des services de comptabilité et de conseil financier avec une approche de planification holistique. Les avis mettent en évidence la réactivité, la transparence et une équipe orientée client qui soutient la retraite, le financement de l'éducation et les besoins de la famille. Des conseillers amicaux et proactifs conçoivent des plans personnalisés et les ajustent au fur et à mesure que les circonstances évoluent.
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Évaluation complète et élaboration de stratégies pour la retraite, l'éducation et les objectifs financiers de la famille.
Des stratégies de retraite personnalisées pour sécuriser votre avenir et faire face aux changements de vie tels que la retraite anticipée ou l'invalidité.
Conseils d'investissement proactifs et gestion de portefeuille alignés sur votre tolérance au risque et vos objectifs.
Planification et solutions pour les frais d'éducation des enfants, y compris des options d'épargne et d'investissement.
Accompagnement sur les assurances, la planification successorale et la protection de votre patrimoine pour les meilleurs intérêts de votre famille.
Consultations individuelles pour évaluer votre santé financière, définir des objectifs et adapter les plans en fonction des changements de votre situation.
Note globale
erin hallett
I can't say enough about my experience with WAG. Everyone is so friendly and helpful. I worked with Chris, who was amazing, open and honest. I know he worked on all my needs with my best interest in mind, which puts me at ease for my financial goals and retirement journey.
Amy DeWitt
My husband and I can’t say enough about how amazing Wealth Advisors are to work with. They meet your needs and help prepare for kids’ education, retirement, and look out for your family’s best interest. I would highly recommend anyone to seek their help!
Mike Davis
My wife and I were looking for true financial advise, not just a fund allocator. In 2013 we began working with Mark, and more recently with Chris also. I can’t begin to say enough about this group. They have always had the insights and tools to provide an accurate picture of where we stood and a defendable vision of where we were going. They are proactive in contacting us when special opportunities or circumstances arise. They actively implement and manage the plan set forth in our meetings. While other reviewers have provided assessment of their services, our circumstances would test the character of this team. Our situation was fairly straightforward in 2013, but unexpected very significant health issues arose a few years later, derailing the plan, leading us into uncharted waters. Mark respectfully, skillfully and gently helped us consider / navigate through multiple future scenarios, including dealing with inability to work full time, disability, harsh realities of life-expectancy actuarial probabilities, early retirement from work - a heavy situation and a very heavy lift to expect from a financial advisor, yet they were there for us. Throughout continually changing circumstances, they were there reassessing and revising every step of the way. There is so much more, but suffice it to say that we are so very pleased with every aspect of this group, have achieved financial peace of mind, and deeply appreciate the skill, care, and kindness of this group.
Jui Patel
I recently started working with WAG. Their responsiveness, transparency and most importantly holistic financial planning approach is excellent and just what I was looking for to be reassured as a young professional. I would highly recommend their services!
Amber Decker
I highly recommend Wealth Advisors Group! They truly have your best interest and walk alongside you and your family during all decisions that you have to make. My husband and I have been working with Austin Thoms, with Wealth Advisors Group, for over a year now and he and the company are wonderful to work with.
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