AdvancedFolio Capital Management - Setauket- East Setauket, New York

Address: 11 Dorm Ct, Setauket- East Setauket, NY 11733, United States.
Phone: 6316751885.
Website: advancedfolio.com
Specialties: Financial consultant.
Other points of interest: Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 34 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of AdvancedFolio Capital Management

AdvancedFolio Capital Management 11 Dorm Ct, Setauket- East Setauket, NY 11733, United States

⏰ Open Hours of AdvancedFolio Capital Management

  • Monday: 9 am–6 pm
  • Tuesday: 9 am–6 pm
  • Wednesday: 9 am–6 pm
  • Thursday: 9 am–6 pm
  • Friday: 9 am–6 pm
  • Saturday: 11 am–4 pm
  • Sunday: Closed

AdvancedFolio Capital Management

AdvancedFolio Capital Management es una empresa de gestión de capital ubicada en Setauket- East Setauket, Nueva York, Estados Unidos. Su dirección es 11 Dorm Ct, Setauket- East Setauket, NY 11733, United States. Y puede ser contactada a través de su teléfono 6316751885 o visitando su sitio web en advancedfolio.com.

Especialidades

La especialidad principal de AdvancedFolio Capital Management es brindar asesoramiento financiero a sus clientes. La empresa se enfoca en proporcionar soluciones personalizadas para ayudar a sus clientes a alcanzar sus objetivos financieros.

Otras características

AdvancedFolio Capital Management ofrece varios servicios, incluyendo citas en línea, estacionamiento para vehículos con acceso ruedas, entrada accesible para personas con discapacidad y restroom accesible. La empresa es amigable con la comunidad LGBTQ+ y requiere una cita previa y se recomienda hacer una cita anticipada.

Opiniones

Según las opiniones de sus clientes, AdvancedFolio Capital Management ha demostrado ser una empresa confiable y profesional. Los clientes han elogiado a Eric, el consultor financiero, por su dedicación y atención personalizada. La empresa se destaca por su enfoque en los intereses de los clientes y su capacidad para adaptarse a sus necesidades individuales.

En Google My Business, esta empresa tiene 34 reseñas, con una media de opinión de 4.8/5. Estas opiniones reflejan la satisfacción general de los clientes con los servicios de la empresa.

Ubicación

AdvancedFolio Capital Management se encuentra ubicada en 11 Dorm Ct, Setauket- East Setauket, NY 11733, United States., lo que la convierte en una opción conveniente para aquellos que buscan asesoramiento financiero en la zona.

Características

Algunas de las características clave de AdvancedFolio Capital Management incluyen:

  • Asesoramiento financiero personalizado
  • Citas en línea y acceso a través de teléfono
  • Estacionamiento para vehículos con acceso ruedas
  • Entrada accesible para personas con discapacidad
  • Restroom accesible
  • Amigable con la comunidad LGBTQ+

Recomendación

Aquellas personas que buscan asesoramiento financiero confiable y personalizado podrían beneficiarse de contactar a AdvancedFolio Capital Management. La empresa se destaca por su enfoque en los intereses de los clientes y su capacidad para adaptarse a sus necesidades individuales.

👍 Reviews of AdvancedFolio Capital Management

AdvancedFolio Capital Management - Setauket- East Setauket, New York
Eddie G.
5/5

I partnered with Advancedfolio Capital a few years ago. Eric has been great to work with and has handled all my needs. He responds to my needs and questions quickly. He takes the time to listen to my concerns so that he can recommend the best possible products to align with my future plans. He is a pleasure to work with and readily accessible. I am glad to know that his planning is based on my best interest alone. I would recommend working with Eric if you need retirement planning.

AdvancedFolio Capital Management - Setauket- East Setauket, New York
Christine A. T.
5/5

My Husband and I have been clients of Eric Weschke's for several years. Eric came highly recommend to us by a long time acquaintance.

I contacted Eric and he invited us to attend one of his upcoming seminars. We thoroughly enjoyed Eric's financial seminar and we were quite impressed by his knowledge and professionalism.

We had been searching for a Financial Advisor for several months and we consider ourselves quite blessed to have found Eric. Upon meeting with Eric in person in the comfort of our home, we were completely convinced that he was the Financial Advisor that we had been searching for. It was great to know that Eric was everything we wanted and needed.

Needless to say, we have never looked back. We are very pleased with Eric's competence with our Real Estate/REIT investments. His financial advice has paved the way to a successful and prosperous future. We are confident that Eric has always looked out for our best interests and he has always provided us with the best possible decisions regarding our finances.

We have developed a great relationship with Eric over the past several years and feel as if he is part of our family. We can with great confidence highly recommend Eric for all of your financial needs. He is very articulate, intelligent, knowledgeable and professional. He is always helpful and promptly returns our phone calls to answer any concerns or inquiries that we may have regarding our accounts.

We trust Eric implicity to handle one of the most important aspects of our lives. Additionally, we have highly recommended him to our family and friends. So, look no further, Eric is your GUY for a successful financial future!

Thank you, Eric for your unequivocal exceptional and unparalleled financial services. We look forward to a long, secure and stable future with Advanced Folio Capital Management.

AdvancedFolio Capital Management - Setauket- East Setauket, New York
Kathryn T.
5/5

We have been investing with Eric Weschke for 10 years and have rolled all of our accounts over to him - including 2 Trusts, IRA’s and other investments. Eric is knowledgeable, dependable and has increased our portfolio in the double digits. He grows and adapts to the ever changing financial marketplace. He keeps us informed and couldn’t have done so well without him! Recommend him to everyone we like!

AdvancedFolio Capital Management - Setauket- East Setauket, New York
Amanda G.
5/5

I have been working with Eric for about 20 years and would recommend him to any of my friends. He has always been honest with me, made good financial decisions on my behalf and has made me a substantial amount of income. Whenever I leave any kind of message for him, he is quick to get right back to me. I like working with Eric.

AdvancedFolio Capital Management - Setauket- East Setauket, New York
Peter D.
5/5

I have used Eric for over 10 years since my retirement. He’s reliable and trustworthy and answers any questions that I might have.
He has kept me updated on all my accounts He always responds in a timely fashion if I have a question regarding any of my investments.
I recommend him highly. !

AdvancedFolio Capital Management - Setauket- East Setauket, New York
Barbara S.
5/5

My husband and I have been with Eric Weschke for quiet a few years now. We happened to attend one of his dinners because we were looking for a new financial advisor. It was the best thing we could have done, which was not only meeting Eric, but then setting up a meeting with him and using him as our advisor. We have never been happier. Eric has given us sound advice, has enlarged our portfolio and has made good and profitable decisions for our retirement and our future. Eric is a professional and knowledgeable and always has our best interests. Both my husband and I are retired and due to Eric's knowledge and hard work, we are living comfortably and secure. I have no qualms, whatsoever in referring Eric Weschke to friends and family. My husband and I trust Eric implicitly with our portfolio and look forward to future dealings with him. Thank you again Eric for all your hard work.

AdvancedFolio Capital Management - Setauket- East Setauket, New York
Steve O.
5/5

I met Eric in 2006 at a local seminar and was very interested in getting a better return on my IRAs. Eric had fulfilled his promise of doubling the returns of my IRAs. When my dad passed and I came into a modest inheritance, I invested it with Eric and it has been doing very well.
As I am now retired, I know that my children and grandchildren will be well taken care of thanks to my investments with Eric. He is always looking out for my best interests. He always responds to any questions that I have promptly. I highly recommend Eric and Advancedfolio Capital for your retirement and wealth management.

AdvancedFolio Capital Management - Setauket- East Setauket, New York
James S.
5/5

Eric has been a pleasure to work with and has handled all of my needs. He responds quickly when contacted and answers my questions honestly. When I needed to access my funds in a short amount of time, Eric made it happen. I am glad to know that his planning is based on my best interest alone. I would recommend working with Eric if you need retirement planning and or wealth management. I have referred Family members and Coworkers to Eric.

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