Maggard Wealth Management - Wesley Chapel, Florida

Maggard Wealth Management: Un Equipo de Planificación Financiera de Alta Calidad

Con sede en Wesley Chapel, FL 33544, Maggard Wealth Management es una empresa de planificación financiera que ofrece servicios personalizados a sus clientes. La dirección de la empresa es:

• Address: 2210 Ashley Oaks Cir Suite 102, Wesley Chapel, FL 33544.
• Phone: 37230730.
• Website: maggardwealth.com.

La especialidad de Maggard Wealth Management es la planificación financiera, con un enfoque en brindar soluciones personalizadas a sus clientes. El equipo de expertos de la empresa está compuesto por profesionales capacitados y experimentados en el campo de la finanza.

Características y Servicios

Algunas de las características y servicios que ofrece Maggard Wealth Management incluyen:

• Online appointments
• Onsite services
• Acceso accesible para personas con discapacidad
• Restaurante accesible para personas con discapacidad
• Apoyo para la planificación financiera
• Asesoramiento y orientación personalizados

Es importante destacar que Maggard Wealth Management tiene una excelente reputación en la comunidad, con 21 reseñas en Google My Business. La media de opinión es de 4.8/5, lo que refleja la satisfacción de sus clientes con los servicios que ofrece.

Opiniones de los Clientes

Un cliente satisfecho comentó: "I attended a phenomenal seminar presented by Bill and Mo of the wealth management team. The presentation was excellent it was simplified enough that you can understand and ask questions. They are very knowledgeable of the major points they presented. They are willing to work with you to get the best outcome that you are looking for. I'm so happy that I attended this seminar. I highly recommend Bill and Mo of the wealth management team."

Basándonos en estas opiniones, es claro que Maggard Wealth Management es una empresa de confianza que ofrece servicios de alta calidad. Si estás buscando un equipo de planificación financiera que te brinde soluciones personalizadas y te ayude a alcanzar tus objetivos financieros, Maggard Wealth Management es una excelente opción.

En conclusión, Maggard Wealth Management es una empresa de planificación financiera con una excelente reputación y una amplia gama de servicios. Si estás buscando un equipo de expertos que te ayude a planificar tu futuro financiero, no dudes en contactarlos a través de su página web.

Visita su página web para obtener más información y programar una cita con un experto en planificación financiera.

👍 Reviews of Maggard Wealth Management

Rosa C.

5/5

I attended a phenomenal seminar presented by Bill and Mo of the wealth management team. The presentation was excellent it was simplified enough that you can understand and ask questions. They are very knowledgeable of the major points they presented. They are willing to work with you to get the best outcome that you are looking for. I'm so happy that I attended this seminar. I highly recommend Bill and Mo of the wealth management team.
Thank you Bill and Mo

Lisa C.

5/5

Attended a seminar last fall hosted by John Maggard. He appeared genuinely interested in helping folks invest wisely. He spoke clearly and succinctly and was willing to answer any questions without any pressure. John and his team at Maggard Wealth have excellent customer service skills. The team makes time to meet in a very reasonable timeframe when requested , and have no problem answering the same questions repeatedly. As I approach retirement it is imperative that my money is safe as well as optimized for the best return. As a customer service professional- albeit Healthcare, I understand the importance of follow through, accurate information and sound financial guidance. My only regret is that I didn’t know about Maggard Wealth sooner- but I am glad I finally found them!

Steve M.

5/5

I’ve met with Brett a few times. I followed his advice and so far it has really paid off. I have met with investment brokers and wealth managers before, but they always seemed to be more interested in getting paid than service to a client. Brett and his staff have been very friendly and have linked me to some very valuable estate planning resources and I look forward to seeing my wealth accumulate and being able to retire on time.

Shannon K.

5/5

We met Brett Maggard at one of his retirement seminars a few months ago. We loved his presentation! Although he is a young man, he is very knowledgeable in the field of finance and investments. We made the choice to meet with him 2 weeks later. During our meeting he showed us a diverse way to make our retirement work for us. He explained in a way that anyone would understand. We had an issue with moving our monies from another company that took over 3 months. Brett and Pam was very involved and he assured us that we had nothing to worry about. This came to be true. They were very patient and persistent until the problem was resolved. We are very glad we made the decision to go with Maggard Wealth Management and we recommend them to anyone in need of financial guidance. 😀

Mary A. S.

5/5

Dan and Roxanne were incredible to work with to prepare for Medicare. Dan met with me months and months ahead so that the process was simplified. As time approached, he and Roxanne kept in touch and were extremely hands on , leaving nothing up to chance. Roxanne even made phone calls with me to help the process. I would highly recommend them for any of your needs.

Kim P.

5/5

It was our pleasure meeting with Brett Maggard to discuss and review our current portfolio . He showed us many options for our best interest and retirement. We have been with Brett for almost a year and our investments have grown. We are more than pleased with the services he has provided. Please take the time to meet Brett and his team you will be glad you did! ⭐️⭐️⭐️⭐️⭐️

Chuck W.

5/5

I met Brett at one of his seminars, and I was very impressed with his presentation. I made an appointment and he made some changes that I am very pleased with. I highly recommend him and his team.

James T.

5/5

We met Brett at an invitational dinner. We made an appointment to go over some issues and he was able free up some assets we thought we wouldn’t have access to for about 5 years. He’s very thorough and we highly recommend his office to go over your retirement plans with you.