WS
Wealth Strategy Advisors
Des conseils financiers fiables et personnalisés pour vos objectifs de retraite.
5
Business
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Des conseils financiers fiables et personnalisés pour vos objectifs de retraite.
Situé au 3265 Lackland Rd à Fort Worth, Wealth Strategy Advisors propose des services professionnels de planification financière et de conseil. Rebecca Turner et son équipe sont louées pour mettre les intérêts des clients au premier plan, en fournissant des conseils personnalisés et des mises à jour opportunes pour maintenir les objectifs sur la bonne voie. Des relations de longue date, un service attentif et des événements clients témoignent d'un partenaire de confiance en matière de planification de la retraite et de stratégie patrimoniale.
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Des stratégies personnalisées pour l'accumulation de patrimoine, la retraite et la gestion financière axée sur des objectifs.
Des conseils d'experts pour vous aider à prendre une retraite confortable, y compris la planification des revenus et l'optimisation des investissements.
Des conseils d'investissement sur mesure et une gestion de portefeuille pour accroître et protéger vos actifs.
Des mises à jour régulières, des analyses de tendances et des événements éducatifs pour vous tenir informé et rester sur la bonne voie.
Des services complets couvrant la planification successorale, les stratégies fiscales et la santé financière à long terme.
Note globale
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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