Personalized Wealth Management - Bohemia, New York

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Personalized Wealth Management

Personalized Wealth Management, located at 868 Church St Suite 3, Bohemia, NY 11716, United States, is a leading financial planning firm dedicated to providing exceptional wealth management services. With a specialization in financial planning, the company has garnered a stellar reputation for its commitment to understanding and meeting the unique needs and goals of each client.

The firm's commitment to personalized service is evident in its professional and friendly approach. Christina Barbante, the exceptional financial advisor, takes the time to understand her clients' specific requirements and goes above and beyond to ensure their needs are met. This personalized touch sets Personalized Wealth Management apart from other financial planning firms.

With a wheelchair-accessible entrance, parking, and restroom facilities, the company demonstrates its dedication to providing inclusive and accessible services. Appointments are recommended to ensure personalized attention and a seamless experience.

Personalized Wealth Management has received outstanding feedback from its clients, with an average rating of 5/5 on Google My Business. Reviews highlight the firm's exceptional product knowledge, patience, and professionalism, as well as the outstanding service provided by Christina and her dedicated team.

For those seeking a financial planning firm that prioritizes personalized attention, genuine care, and expert guidance, Personalized Wealth Management is an excellent choice. With a strong focus on understanding and meeting clients' unique needs, this Bohemia-based company is well-suited to help individuals navigate their financial journey with confidence.

Phone: 6315965295 | Website: personalizedwealthmgmt.com

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"summary": "Personalized Wealth Management is a highly-rated financial planning firm in Bohemia, NY, known for its exceptional client service and personalized approach to wealth management.",
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👍 Reviews of Personalized Wealth Management

Barbara M.

5/5

Christina is an exceptional advisor. She takes the time understand your needs and goals. I have to say she puts her clients first and always goes the extra mile to ensure your needs are met.

Michael D.

5/5

Hello I had a great experience wt Christina Barbante my financial advisor she has a lot of knowledge and thank her all what she has done for me I give her a ten also her assistant viola thank you Michael Defilippis

Christopher B.

5/5

Christina has great product knowledge, is patient and very professional.

Robert P.

5/5

Angelina G.

5/5

Blue I. E.

5/5

Viola C.

5/5