Apex Wealth - Danvers, Massachusetts

Apex Wealth: Un proveedor de servicios financieros de confianza

Apex Wealth se encuentra ubicado en la dirección 5 Cherry Hill Dr Suite 230, Danvers, MA 01923, lo que la convierte en una opción conveniente para aquellos que buscan servicios financieros en la región de Massachusetts. Puedes contactarlos a través de su teléfono 9788802951 o visitar su página web apex-wealth.net para obtener más información.

Características y especialidades

Apex Wealth ofrece una variedad de servicios financieros, incluyendo:

Financial planner: Ayuda a los clientes a planificar y alcanzar sus objetivos financieros.
Financial advisor: Ofrece consejos y recomendaciones sobre inversiones y planes financieros.
Tax consultant: Asiste a los clientes con cuestiones de impuestos y planificación fiscal.

Horarios de atención: Los clientes pueden programar citas en línea o solicitar servicios en el sitio.
Accesibilidad: El establecimiento es wheelchair accessible, lo que facilita la visita para personas con discapacidad.
Recomendación: Se recomienda hacer una cita previa para asegurarse de que el equipo esté disponible para atender sus necesidades.

Opiniones y reputación

Apex Wealth tiene 12 reseñas en Google My Business, lo que refleja su compromiso con la satisfacción del cliente. La media de opinión es de 5/5, lo que indica un alto nivel de servicio y profesionalismo.

Recomendación final

Si estás buscando un proveedor de servicios financieros confiable y especializado, Apex Wealth es una excelente opción. Visita su página web para obtener más información y contactar con ellos. No dudes en programar una cita para discutir tus necesidades financieras y cómo pueden ayudarte a alcanzar tus objetivos.

👍 Reviews of Apex Wealth

John A.

5/5

Active and still working, in my middle 60's, planning a secure retirement became a priority. I had learned from many successful peers that free time costs real money.
I shopped around and was fortunate to find Apex Wealth and Cliff Ambrose. Like many I had spent my working life acquiring wealth. I had not planned for retirement.
Working with Cliff Ambrose and his staff was friendly, transparent ,
expert and all encompassing. First, and very important .he listened to me. He took the time to see where I was and where I wanted to be. He alerted me to long term financial issues and showed me how to insure a generous lifetime income. He showed me excellent financial instruments to replace the outdated and less profitable products I had inherited from my parents. He made sure that my healthcare concerns were secure. Cliff Ambrose and his assistant Mike Hills valued my time helping me handle the paperwork involved.
Now , I have confidence and peace of mind. I know I have a rock solid financial retirement plan with safe guards and flexibility.
Apex Wealth guided by Cliff Ambrose is the best financial management company I have experienced. Responsive, well researched , focused on my needs, and a learning experience that achieved results beyond expectations. I recommend their services without reservation.

Jeremiah E.

5/5

Wealth of information, intelligence, and great service are a rare combination these days, but Apex Wealth has all three. Cliff and his staff were very patient and helpful as I made the sometimes difficult decision of what annuity would be best for me.

Adrian

5/5

Cliff and the Apex Wealth team did tremendous research to provide a variety of options for our unique requirements. And when their were some technical issues with the contract paperwork, they worked diligently with the provider to resolve all issues. Thanks for all of your help!

Mark H.

5/5

I have found Cliff and his team to be TOP NOTCH! knowledgeable, pleasant, easy to get in touch with. I intend to do business with them for many years.

Kenneth N.

5/5

We have “ bounced” around with other advisors. We came across Cliff and Michael.
It is the first time, we felt they understood what we wanted in building a plan for us. We have met many times, they check in, and operate with complete confidence and compassion to steer us into retirement.
I recommend. 👍

Jordan B.

5/5

Great group of people who are available to answer any of your financial questions. Services tailored to your needs and financial situation with no pressure to stretch beyond your means. Definitely would recommend!

Brianna F.

5/5

Cliff and his team dramatically changed my life and financial needs for the better. I highly recommend!!

jessica K.

5/5

Professional
Always checking in with me.
My money has already increased
Can't say enough how impressed I've been.