Meenes Wealth Partners - Shrewsbury, Massachusetts

Meenes Wealth Partners

Meenes Wealth Partners is a reputable financial planning firm located at 8 Coachman Ridge Rd, Shrewsbury, MA 01545, United States. With a phone number of 5087621678 and website meeneswealthpartners.com, the firm specializes in financial planning (Specialties: Financial planner). Other services include wheelchair-accessible facilities (Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet) and appointments are recommended.

The company has received positive reviews, with an average rating of 5/5 based on 15 reviews on Google My Business. Clients appreciate the personalized approach taken by the team, ensuring a deep understanding of each client's financial situation and goals. The firm takes time to ask questions and determine what is important to the client for their portfolio, whether it be growth, safety, or leaving money for future generations.

Meenes Wealth Partners is committed to helping clients achieve financial success and security. Their dedication to providing exceptional service and tailored financial plans sets them apart in the industry. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Meenes Wealth Partners has the expertise to guide you.

Other points of interest:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet

👍 Reviews of Meenes Wealth Partners

Terry M.

5/5

Jeffrey makes sure you understand all concerns and issues with your account. He does not rush through your financial situation. He starts his first meeting with asking many questions to determine what is important to you for your portfolio. Do you want to grow your money? Do you want to play it safe and not lose money. Do you want to leave money to your children, etc. After meeting with him you have a very good understanding of your financial situation. He gets you to think about what is important to you and your future!

Brianna S.

5/5

We started working with Jeffrey to get a complete picture of our finances, plus help with investments and identifying smart ways to use extra cash flow. We've been clients since 2016! He's been tremendously helpful and given us so much confidence with money management. We especially love his knowledge of the stock market and knowing that he's making the best investments for our situation. Fees are reasonable and he's a delight to work with.

Ben S.

5/5

I have worked with Jeffery for many years. I feel confident that with Jeffery’s guidance we can reach our financial goals. He is always looking out for the best interest of his clients. He looks at your whole financial picture to make sure there is not something you are missing. You can’t go wrong working with Jeffery. I highly recommend using his services.

Walter K.

5/5

I have been working with Jeffrey for over 6-years and I am absolutely happy with his performance. Several years ago my wife and I moved down to the sunshine state and continued our relationship with him. He has been spot on with his investment recommendations and is always available to discuss our financial needs.

Ryan B.

5/5

Jeffrey is incredibly helpful and kind. Great experience across the board!

Mathias E.

5/5

I've been working with Jeff since 2012, and it's been a great experience. What started as an exercise to make sense of and consolidate the various investments I had at the time has since evolved into a strategic partnership to ensure that my family's and my financial goals are achieved. I highly recommend working with Meenes Wealth Partners.

Evan B.

5/5

I have worked with Jeffrey for a few years now, he has helped me tremendously in helping me understand my current situation, my anticipated financial future, and closing any gaps in coverage. He has helped bring peace of mind.

Mikhail K.

5/5

Jeffrey has been assisting us for over 12 years now. We couldn't be happier with his services and advice.