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Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 312 N Broad St, Thomasville, GA 31792.
Phone: 2297026100.
Website: raawealthmgmt.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 26 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Rosenberg, Alvis, & Ambrose Wealth Management

Rosenberg, Alvis, & Ambrose Wealth Management 312 N Broad St, Thomasville, GA 31792

☎️2297026100

⏰ Open Hours of Rosenberg, Alvis, & Ambrose Wealth Management

  • Monday: 9:30 AM–5 AM
  • Tuesday: 9:30 AM–5 PM
  • Wednesday: 9:30 AM–5 PM
  • Thursday: 9:30 AM–5 PM
  • Friday: 9:45 AM–1 PM
  • Saturday: Closed
  • Sunday: Closed

Okay, here’s a comprehensive overview of Rosenberg, Alvis, & Ambrose Wealth Management, designed to be helpful and informative, formatted as requested:

Rosenberg, Alvis, & Ambrose Wealth Management: A Trusted Financial Partner

For individuals and families seeking expert guidance in navigating their financial futures, Rosenberg, Alvis, & Ambrose Wealth Management stands out as a reliable and client-focused firm. Located in the heart of Thomasville, Georgia, at 312 N Broad St, Thomasville, GA 31792, this firm offers a comprehensive suite of financial planning and investment services, underpinned by a commitment to integrity and personalized attention. You can reach them directly at Phone: 2297026100, or visit their website at raawealthmgmt.com. They operate with a clear understanding that every client’s situation is unique, and tailor their strategies accordingly.

Core Services and Expertise

Rosenberg, Alvis, & Ambrose specializes in assisting clients with a wide range of financial needs. Their services extend beyond simple investment management to encompass:

  • Financial Planning: Developing customized plans to achieve long-term goals, including retirement, education funding, and estate planning.
  • Investment Services: Offering a diversified portfolio of investment options designed to align with individual risk tolerance and financial objectives.
  • Retirement Planning: Helping clients create and manage retirement accounts for a secure future.
  • Estate Planning Consultation: Providing guidance on strategies to protect and transfer assets.

Accessibility and Client Experience

The firm prioritizes accessibility and a positive client experience. The office building features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a genuine commitment to inclusivity. Appointments are recommended to ensure dedicated time for thorough consultations and strategic planning. Clients consistently report a high level of respect and attention, suggesting a strong focus on building trust and rapport.

Client Feedback and Reputation

Rosenberg, Alvis, & Ambrose Wealth Management boasts a strong reputation, evidenced by 26 reviews on Google My Business with an impressive average opinion of 5/5. Feedback consistently highlights the firm’s professionalism, the advisor’s knowledge, and their dedication to client success. Many clients specifically mention the positive impact of their advisor, often citing a long-term relationship built on trust and open communication. The firm clearly values responsiveness and follow-through, suggesting a commitment to consistently meeting client needs.

Recommended Contact Information

To learn more about how Rosenberg, Alvis, & Ambrose Wealth Management can help you achieve your financial goals, we strongly encourage you to explore their website at raawealthmgmt.com. You can also contact them directly by phone at Phone: 2297026100. We believe that a proactive conversation with one of their experienced advisors would be a valuable step towards securing your financial well-being.

👍 Reviews of Rosenberg, Alvis, & Ambrose Wealth Management

Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia
Rob M.
5/5

What a great experience working with Philip.
His knowledge and outlook are amazing. He has great communication skills and always follows through. I highly recommend him!

Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia
M M.
5/5

Philip has been our financial advisor since 2021. He is always professional, conducts himself with integrity, and takes a personal interest in our financial success. You can expect Phillip to treat you with a high level of respect and give you all the attention you need to set your financial goals and earn your trust.

Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia
David M.
5/5

I've been working with Philip for over 2 years as we walk out and execute the strategies he helped me formulate. This plan has reduced my tax burden by 50% over the past two years by guiding me through complex strategies. The past years, Philip has been there to encourage, offer assistance and remind me of the end goal. It's been hard work but i believe without Philip, i never would have made it.

If you want someone to be more than just an advisor, but also someone who values clients, look no further. He is a person of integrity and you can trust him with your investments.

Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia
Melody P.
5/5

Philip is very informative and professional. He has been advising us close to 5 years and has proved to provide sound guidance. I highly recommend him!

Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia
Brandon O.
5/5

Philip Ambrose has helped me financially navigate through lots of areas that were too complicated for me to understand. He’s very talented at taking the complexity out of investing and simplifying everything so that I not only understand my money, but also gives me actionable steps for what to do with it. I will be a lifelong customer.

Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia
Val S.
5/5

Philip is an excellent financial advisor! My husband and I had a consultation with Philip. He was knowledgeable, he wasn’t pushy or just trying to make a sale.

We appreciated his patience with us, he answered every question we had, he was honest, he encouraged us, and we found that he truly cared about our family’s overall well-being.

Philip reached out to other trusted companies on our behalf to see if there were ways we could save money on things like insurance and our mortgage. We saved over $100/month by switching one of our services, and we are grateful to Philip for this!

We trust Philip and highly recommend him as a financial advisor!

Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia
Madison H.
5/5

Philip is such an incredible financial advisor, and has been 100% transparent since day one. Even starting out in conversation, he has guided me down a path towards success with an understanding and trustworthy foundation. Not only will he help you get your money right, but he will help you do it in a way that you understand so you know what exactly is happening rather than him just doing it for you. If you’re looking for retirement help, investment help or have any other financial questions, Philip is your guy! 🙂

Rosenberg, Alvis, & Ambrose Wealth Management - Thomasville, Georgia
Stephen S.
5/5

Philip Ambrose is the right balance of personal and professional. He was well prepared for our appointment and truly listened to what I was looking for as an outcome. I never felt spoken down to or over. After several years of working with Philip, I can say that he continues to be attentive and informative.

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