The Wealth Technology Group - Westfield, Massachusetts

The Wealth Technology Group

The Wealth Technology Group is a reputable financial services company located at 130 Southampton Rd, Westfield, MA 01085, United States. They can be reached by phone at 4137393511 or via their website at wealthtechnology.com.

With a specialization in financial planning, estate planning, investment services, life insurance, and mediation, The Wealth Technology Group offers a comprehensive range of services to cater to their clients' diverse needs.

Key Features and Services

• Financial planner
• Estate planning attorney
• Investment service
• Life insurance agency
• Mediation service

Other Points of Interest

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Toilet
• LGBTQ+ friendly
• Appointment required
• Appointments recommended

Opinions and Reviews

The Wealth Technology Group has received 12 reviews on Google My Business, with an average rating of 4.3 out of 5 stars. Clients have praised the team's professionalism, responsiveness, and ease of communication. Many reviewers have expressed satisfaction with the personalized attention and expertise provided by the firm's staff.

One client noted, 'Gary and his team were amazing to work with. They always responded promptly to my questions and were easy to talk to. Would definitely work with them again' Another reviewer shared, 'Gary is a great person to work with. He is knowledgeable, handles a financial portfolio for our business, and is a trusted member associated with our business.'

Overall, The Wealth Technology Group has established a positive reputation in the financial services industry, with a strong focus on client satisfaction and personalized attention. Their commitment to accessibility and inclusive services further sets them apart in the market.

👍 Reviews of The Wealth Technology Group

Adam P.

5/5

Gary and his team were amazing to work with. They always responded promptly to my questions and were easy to talk to. Would definitely work with them again!

Mary S.

5/5

Gary is a great person to work with. He is knowledgeable, handles a financial portfolio for our business, and is a trusted member associated with our business.

Sarah M.

1/5

Company won't respond to any of my requests to access my funds. They are holding $7,500 of my money hostage and won't return my calls. I'm not sure what to do other than take them to court.

Maclin N.

5/5

Gary is a great guy to work with, I am glad I chose The Wealth Technology Group.

Justin K.

5/5

Gary is very insightful and helped me set goals for my future.

Paula F.

5/5

Great retirement advice, keeping you investments safe from recession. Wonderful, experienced personal care.

kory C.

5/5

I was satisfied with the service.

WNEK T. V.

5/5

Very Good!