Wealth Enhancement Group - Bradenton, Florida

Okay, here’s a comprehensive overview of Wealth Enhancement Group, presented in a formal and helpful tone, suitable for someone seeking information about their services and location:

Wealth Enhancement Group – Bradenton, Florida

For individuals and families seeking comprehensive financial planning and expert guidance, Wealth Enhancement Group stands as a trusted resource. Located in Bradenton, Florida, at 1001 3rd Ave W #450, this branch offers a dedicated team of professionals committed to helping clients achieve their wealth enhancement goals. They operate with a philosophy centered on building long-term relationships based on trust and personalized service.

Contact Information:

• Phone: 9417781900
• Website: wealthenhancement.com

Specialties: Wealth Enhancement Group’s core competencies encompass several critical areas of financial management. They operate as a financial advisor, providing tailored strategies for investments, retirement planning, and estate planning. Furthermore, they function as a financial consultant, offering objective advice to navigate complex financial decisions. Finally, they act as a financial planner, developing holistic plans that integrate all aspects of a client’s financial life.

Points of Interest & Accessibility: This Bradenton location prioritizes inclusivity and accessibility. Notably, they offer various onsite services, ensuring a convenient experience for clients. The facility is fully wheelchair accessible, including an accessible entrance, parking lot, restroom, and seating. They also provide a gender-neutral restroom and are committed to being an LGBTQ+ friendly and transgender safespace. It’s worth noting that they currently have 11 reviews on Google My Business, with an impressive average rating of 4.9/5 – a testament to their client satisfaction.

Client Feedback: The positive feedback from clients is consistently highlighted, demonstrating a commitment to delivering exceptional service. The 4.9/5 average rating on Google My Business reflects a strong level of client trust and satisfaction.

👍 Reviews of Wealth Enhancement Group

Scott B.

5/5

My wife and I have been working with WEG for a little over two years now. They have been outstanding in helping us transition into retirement, particularly with inspiring confidence that we had sufficient funds to accomplish our goals and have more than enough reserves. We really appreciate the distribution strategy they have crafted for us, and which they will continue to work with us in executing in the coming years.
Our principal advisor, Tom Breiter, is thoughtful and an excellent communicator in explaining our options and strategy. We have regular video telecons to discuss our financial picture and go over any questions we have. Andrew Gipson also is superfast in handling all the details of getting information and transactions performed for us.
The planning tool that is made available through the customer portal is easy to use and can be updated with any changes to our financial resources. It was very helpful when we were making timing decisions on retiring, since we could change spending patterns and see what the effect would be on our long term outlook.
We look forward to working with Tom, Andrew, and the rest of WEG for many years to come.

kristy0628

5/5

I chose to move my finances to Charles Schwab after recommendation from a family member. My financial advisor, Andrew Gibson, has provided constant support and sound financial advice.

A.J. P.

5/5

Moving to Integra has been a revelation. My guy Andrew has been beyond responsive, helpful, understanding, and patient. The insights and knowledge they give me makes me a better investor and they’ve had a great deal of success for me which is great of course. I feel at home and I would recommend them to everyone. Sharp group of people,.

Scott B.

5/5

For decades we paid high fees at Morgan Stanley but did not receive the type of excellent results and personal attention we now receive from Integra Capital Advisors. Tom and company put together a solid investment and retirement plan for us. Moving to Integra was the best financial decision we made.

Vicki G.

5/5

Integra has really kept our finances in top notch shape during covid. Their personal service is amazing and their knowledge is unmatched. I highly recommend them.

Solar V. I.

5/5

Andrew has been my advisor for a few years and a friend for many. He gets straight to the point with no nonsense. Assertive and driven I wouldn’t invest my money at any other firm!

Alex S.

5/5

Provides investment management and financial planning services to all clients. Highly professional and qualified team.

Nautilus C.

4/5

Integra provides excellent, quality professional management services.