ProInsight Consulting

Choice Wealth Advisors - Waterville, Maine

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 325D Kennedy Memorial Dr, Waterville, ME 04901.
Phone: 2078730996.
Website: choicewealthadvisors.com
Specialties: Financial planner, Investment service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Choice Wealth Advisors

Choice Wealth Advisors 325D Kennedy Memorial Dr, Waterville, ME 04901
☎️2078730996

⏰ Open Hours of Choice Wealth Advisors

  • Monday: 8 AM–4 PM
  • Tuesday: 8 AM–4 PM
  • Wednesday: 8 AM–4 PM
  • Thursday: 8 AM–4 PM
  • Friday: 8 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Choice Wealth Advisors

Choice Wealth Advisors is a highly regarded financial planning and investment service firm located at 325D Kennedy Memorial Dr, Waterville, ME 04901. The company, established with a vision to help individuals and businesses achieve their financial goals, has been serving the community for years. With a team of experienced and knowledgeable professionals, they provide personalized financial planning and investment strategies tailored to meet the unique needs of each client.

SPECIALTIES:

  • Financial planner
  • Investment service

OTHER POINTS OF INTEREST:

  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Restroom
  • Appointments recommended

Choice Wealth Advisors has received high praise from their clients, with an impressive average rating of 5/5 based on 2 reviews on Google My Business. One satisfied client shared, 'I have been working with Rick for years. He is very knowledgeable, professional, prompt with service and easy to work with. I trust him completely not only with my personal accounts but also the Simple IRA plan he set up for my employees. He actually comes to our company at 7am with coffee and doughnuts to answer their questions'

To learn more about Choice Wealth Advisors and their services, visit their website at choicewealthadvisors.com. You can also reach them by phone at 2078730996.

👍 Reviews of Choice Wealth Advisors

Choice Wealth Advisors - Waterville, Maine
Chris B.
5/5

I have been working with Rick for years. He is very knowledgable, professional, prompt with service and easy to work with. I trust him completely not only with my personal accounts but also the Simple IRA plan he set up for my employees. He actually comes to our company at 7am with coffee and doughnuts to answer their questions!!!

Choice Wealth Advisors - Waterville, Maine
Mark M.
5/5

Chris, Rick and the entire staff @Choice Wealth advisors are top notch professionals, you cant go wrong choosing to work with them to help achieve all of your financial and retirement goals.We have been with them for a long time and will continue to work with them in the future. Highly recommend their firm.

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