Girard Wealth Management Group - Setauket- East Setauket, New York

Girard Wealth Management Group

Girard Wealth Management Group, located at 376 Mark Tree Rd, Setauket- East Setauket, NY 11733, United States, is a reputable financial planning firm that has been serving clients in the area for many years. Their team of experienced financial advisors, led by Frank Girard, is dedicated to helping individuals and families achieve their financial goals through personalized strategies and innovative solutions.

Specialties: Financial planner, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointments recommended.

The firm offers a wide range of financial services, including investment management, retirement planning, estate planning, and tax planning. Their goal is to provide comprehensive financial advice that addresses each client's unique needs and circumstances. With a focus on building long-term relationships, Girard Wealth Management Group strives to be a trusted partner for their clients throughout their financial journey.

One of the key strengths of Girard Wealth Management Group is their commitment to staying up-to-date with the latest industry trends and best practices. The team regularly attends training sessions and conferences to enhance their knowledge and skills, ensuring that they can provide the most effective solutions to their clients. Additionally, the firm's use of advanced technology and tools allows them to offer a high level of personalized service while maintaining efficiency and accuracy.

Frank Girard, the founder and lead advisor, has been in the financial industry for over two decades. His extensive experience and deep understanding of financial markets have earned him a strong reputation among his clients. Many have expressed their satisfaction with his knowledge, expertise, and personalized approach to financial planning.

With their commitment to excellence, personalized service, and comprehensive financial solutions, Girard Wealth Management Group is well-positioned to help individuals and families achieve their financial goals. Whether you are looking to invest for the future, plan for retirement, or protect your assets, their team of experienced advisors is ready to assist you every step of the way.

Address: 376 Mark Tree Rd, Setauket- East Setauket, NY 11733, United States.
Phone: 6315270205
Website: girardwmg.com

👍 Reviews of Girard Wealth Management Group

Jim B.

5/5

FRank Girard is a knowledgeable financial advisor with a ton of experience. He has always taken good care of my family and helped us meet all of our goals.

Veronica W.

1/5

Offered a retirement seminar at insignia. After I was signed up and showed up in Smithtown, arrived to find out it was canceled. They never had the decency to inform me or return a call. Very unprofessional. Would not trust them with my money.