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Wealthspire Advisors
Wealthspire Advisors : Des conseils financiers clairs et fiables à New York
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Business
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Wealthspire Advisors : Des conseils financiers clairs et fiables à New York
Wealthspire Advisors est une société de finance et de conseil située au 521 5th Ave, 15e étage, New York, NY 10175, États-Unis. La firme offre des services professionnels de planification financière et de conseil dans un cadre axé sur le client, aidant les particuliers à naviguer dans des décisions financières complexes. Grâce à une communication claire et à des conseils fiables, les clients gagnent en confiance pour leur avenir financier.
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Des stratégies globales adaptées aux objectifs individuels, incluant la budgétisation, l'épargne et la gestion de la dette.
Conseils d'expert sur la construction de portefeuille, l'allocation d'actifs et l'analyse des marchés pour optimiser les rendements.
Planification à long terme de la retraite, comprenant des stratégies de revenu, l'efficacité fiscale et les questions successorales.
Soutien pour les propriétaires d'entreprise avec la stratégie financière, la gestion des flux de trésorerie et la planification de la croissance.
Suivi continu et ajustement des plans financiers pour s'adapter aux marchés en évolution et aux événements de la vie.
Des sessions informatives sur les tendances du marché et des sujets financiers pour informer et engager les clients.
Note globale
Katie Kohlbeck
My husband and I have been with Heron Wealth since the start of 2020 and we could not be happier! Our financial planner, Chris Jennings, is incredibly detailed and responsive. (plus, just really fun to talk to!) We feel so much better and confident about our financial strategy and future now with the expertise and partnership of Chris and Heron Wealth. Would not hesitate for a second in recommending if you need to get your personal finances in order. Thank you, Chris!!
Leah Therapist
My experiences with Chris at Heron Wealth were well above expectations. I found Chris to be very trustworthy and knowledgeable - both keys for me when working with a financial advisor. He helped me feel at ease with understanding and working toward financial goals while considering what is best for my business. I’ve recommended him to friends and colleagues who have also had very positive experiences. My financial picture has improved in many and various ways, because of working with Chris. I highly recommend him for your financial needs.
Andrew C.
My family has been working with David Edwards at Heron Wealth for almost 2 years now, and the process has been so rewarding. Every part of our plan was explained to us in great detail, and our promises were all delivered. The team has their act together and was on top of every single important detail. We are in a much healthier spot having worked with Heron Wealth, and are not really sure what we would have done without them. Highly recommended to anyone looking for financial planning.
John Brennan
We've been clients of Heron Wealth for many years. David Edwards, founder and CEO and his team are professional, responsive and knowledgeable. They have been faithful stewards of our family's resources and guided us with expertise around financial strategy, both near and long term. We have tremendous confidence in their capabilities, integrity and competence. They also anticipate our needs, seeking and presenting to us opportunities to improve our financial strategy. We are very happy with our partnership with Heron.
Reginald Maisonneuve
We've been clients of Heron Wealth from its very beginning and over these many years have come to know the firm well. We've remained with Heron Wealth, certainly because of its performance across widely differing markets, but, importantly, also because of the confidence in stewardship of David, its CEO, and his team. They made clear they are acting in our interest. We've confidently referred friends and family to Heron Wealth. Heron Wealth has worked to engage and actively attend to its clients' needs and evolve as a company. David's recent webinars are an example of his commitment to serving his clients and keeping them informed. We encourage you to watch them. They are relevant, insightful and frank assessments of the market environment, how they relate to your financial plans, and what is being done to advance your interests.
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