Wealthspire Advisors - New York

Wealthspire Advisors

Ubicada en el corazón de Nueva York, Wealthspire Advisors es una empresa de asesoramiento financiero que ha ganado la confianza de sus clientes con su enfoque personalizado y su compromiso con la excelencia.

Con su sede en Address: 521 5th Ave 15th Floor, New York, NY 10175, esta empresa ofrece una variedad de servicios de asesoramiento financiero, incluyendo planificación financiera, inversiones y planeación de retiro.

Especialidades

Wealthspire Advisors se especializa en Financial planner, lo que les permite ofrecer asesoramiento personalizado y adaptado a las necesidades individuales de sus clientes.

Otras características

Esta empresa cuenta con las siguientes características que la hacen destacarse del resto:

• Apoyos en línea
• Servicios en sitio
• Accesibilidad para personas con discapacidad
• Salas de baño adaptadas
• Salas de baño no binarias
• Salas de baño accesibles
• Amigable con la comunidad LGBTQ+
• Requisitos de cita previa
• Recomendaciones de cita

Opiniones

Esta empresa tiene 42 reseñas en Google My Business, lo que demuestra su compromiso con la satisfacción de sus clientes.

Opinión media: 5/5.

Características

Algunos de los aspectos que destacan en este negocio son:

Experiencia y habilidades

El equipo de Wealthspire Advisors cuenta con una gran experiencia y habilidades en el campo del asesoramiento financiero.

Comunicación

Los clientes se sienten cómodos y atendidos por el equipo, que se toma el tiempo para explicar cada parte de su plan de financiero de manera clara y sencilla.

Flexibilidad

La empresa ofrece apoyos en línea y servicios en sitio, lo que permite a sus clientes acceder a su asesoramiento financiero de manera cómoda y conveniente.

👍 Reviews of Wealthspire Advisors

Andrew C.

5/5

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.

Katie K.

5/5

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 T.

5/5

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.

John B.

5/5

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 M.

5/5

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.

J W.

5/5

David and Heron Wealth have been a life line for my family. My aging parents were overwhelmed by all the decisions they needed to make. David went above and beyond managing their team of trust and real estate attorneys, accountant, bookkeeper, even anxious adult children! He is patient, light hearted, and puts things into language non-financial people can understand. Additionally, their investments have been doing really well in his capable hands and they are now able to enjoy their retirement without worry. Thank you David for your personal, professional, and always knowledgeable help and advice!

Peter &. W. G.

5/5

My wife and I have been with Heron Wealth for over a year and couldn't be happier. Our financial planner, Chris Jennings is not only very personable and easy to work with, but has a solid knowledge base in his field. He works diligently to help direct us in making the best possible decision. He always has our best interest in mind and we feel confident in our direction having him as our advisor.

Judith M.

5/5

My husband and I were among Heron Wealth's first clients. We've seen Heron Wealth grow throughout the years and have confidently referred friends and family.
David, Heron Wealth's CEO, and team have always been responsive and attentive. Their expertise is clear but also their guidance. Heron Wealth's webinars have been informative and relevant and of great value to us in these uncertain times. They are both sober and comforting to me while reflective of the times that we are living.