Advanced Wealth Strategies, Inc. - Cornelius, North Carolina

Address: 19520 W Catawba Ave STE 313, Cornelius, NC 28031.
Phone: 047653653.
Website: planwithaws.com
Specialties: Financial consultant, Educational consultant, Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Advanced Wealth Strategies, Inc.

Advanced Wealth Strategies, Inc. 19520 W Catawba Ave STE 313, Cornelius, NC 28031

☎️047653653

⏰ Open Hours of Advanced Wealth Strategies, Inc.

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Advanced Wealth Strategies, Inc. is a reputable financial consultancy firm located at 19520 W Catawba Ave STE 313, Cornelius, NC 28031. The company can be contacted via phone at 047653653 or through their website planwithaws.com. Their specialties include financial consulting, educational consulting, and financial planning.

Some key points of interest are:

Online appointments
Onsite services
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointment required
Appointments recommended

According to customer reviews, this company has a strong reputation and an impressive 5/5 average rating on Google My Business. Customers appreciate their expertise, professionalism, and personalized approach to financial planning.

Overall, Advanced Wealth Strategies, Inc. is a top choice for anyone looking for a reliable and experienced financial consultancy firm in the Cornelius, NC area.

👍 Reviews of Advanced Wealth Strategies, Inc.

Advanced Wealth Strategies, Inc. - Cornelius, North Carolina

dominique P.

5/5

I'm delighted to share my exceptional experience with Rich at AWS who has been instrumental in shaping my retirement plan and financial goals. AWS has been an absolute game-changer, and I am incredibly grateful for their guidance and expertise.

What truly sets Rich and AWS apart is their ability to explain complex financial concepts in a clear and accessible manner. They patiently walked me through various retirement strategies, ensuring I had a firm grasp of the options available. His communication skills fostered an environment of trust and open dialogue, making the entire process a breeze.

Thanks to his assistance, I now have a clear direction for my retirement and a newfound sense of financial security. Without hesitation, I wholeheartedly recommend Rich and AWS' services to anyone seeking a reliable partner in their financial journey.

Briana B.

5/5

Rich at AWS has been fantastic to work with. AWS has an education first mentality. You get both a confident financial plan and an understanding of your financial plan. Rich is client first, ensuring I always have my questions answered and readily available for any changes. I couldn't recommend AWS enough. I'd highly recommend considering Rich, and the AWS team, for your financial strategy. Thanks for all you have done!

Keren H.

5/5

Everyone at AWS is VERY knowledgeable about how to set up your retirement for maximum return and minimum taxation. For any situation be it starting right out o college or almost ready to retire they can help you get the most out of years of hard work.

Jim V.

5/5

Douglas Marion has developed a strategy for my wife and myself that will allow me to retire more quickly than I could ever imagine. He is very knowledgeable, a good listener and a financial expert. If you live in the Lake Norman market, give Advanced Wealth Strategies a cal!

Chris C.

5/5

Douglas at Advanced Wealth Strategies has been amazing to work with! He helped me and my wife with our planning needs. When he could have sold us a product that would have put much more money in his pocket, he didn't. Instead, he did what was best for me and my family. Douglas is as sharp as they come and master at wealth planning and tax savings. If you don't talk to him, you are throwing away your money!

Team M.

5/5

This is an outstanding team of professionals with client's best interests at heart. Highly recommend a conversation.

Chloe S.

5/5

Renee is wonderful. Highly recommend!