Dagher Wealth Management - Walpole, Massachusetts

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Dagher Wealth Management, located at 841 Main St #4, Walpole, MA 02081, stands out as a trusted financial institution dedicated to guiding clients through various life challenges with personalized care. The firm's accessibility is commendable, offering a wheelchair accessible entrance, parking lot, and on-site parking, ensuring convenience for all visitors. With 4 reviews on Google My Business boasting an average opinion of 5/5, Dagher Wealth Management has built a strong reputation for its holistic approach to financial management.

Overview and Location

Dagher Wealth Management specializes in providing comprehensive financial services through a financial institution. Clients can reach out to them at Phone: 813658383. The firm's commitment to client satisfaction is reflected in its location in Walpole, Massachusetts, where it offers easy access to those seeking professional financial guidance.

Services and Approach

The cornerstone of Dagher Wealth Management's services is its approach centered around understanding each client's unique goals and aspirations. From what you want for yourself to long-term visions set five or ten years ahead, the firm begins with personalized consultations. This method, evident in positive reviews, emphasizes building a trustworthy advisor-client relationship founded on open dialogue and patience. The process often starts with questions like 'What do you want for yourself Where do you want to be in 5 years 10 years' and progresses based on these discussions.

Key Features and Accessibility

• Accessibility: Dagher Wealth Management is fully wheelchair accessible, demonstrating its commitment to inclusivity.
• Facility Amenities: The firm provides a wheelchair accessible parking lot and on-site parking, ensuring all clients can visit conveniently.
• Experience: With over 10 years of experience, the team has amassed significant knowledge and expertise in navigating life's financial complexities.

Client Experience and Recommendations

Client testimonials highlight the exceptional service provided by Micha and the team. One review describes a journey of managing life's challenges with a "wonderful job" and a "very open and accessible dialogue." The personalized approach has led to recommendations, with clients expressing their desire to recommend the firm to others, reflecting an average satisfaction level of 5/5.

Contact Information and How to Get Started

For those considering reaching out to Dagher Wealth Management, the contact information is readily available. Potential clients can easily connect via phone or visit the physical location at 841 Main St #4, Walpole, MA 02081. The firm's welcoming environment, coupled with its professional approach, sets the stage for fruitful financial planning discussions.

Conclusion

Dagher Wealth Management emerges as a pillar of trust and expertise in the Walpole area. Its focus on personalized service, combined with its accessible and welcoming office, makes it an ideal choice for anyone looking to manage their finances with confidence. Whether you're at the beginning of your financial journey or seeking to refine your strategy, Dagher Wealth Management offers the guidance and support needed to achieve your goals.

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👍 Reviews of Dagher Wealth Management

S. M.

5/5

Over 10 years working with Micha and she has done a wonderful job managing many life challenges and changes. Very open and accessible dialogue, very patient and happy to explain anything I don't quite understand or why she recommends certain things at certain times. It all began with "What do you want for yourself? Where do you want to be in 5 years ? 10 years? Etc." The highest honor you can give a trusted advisor is to recommend them and I have many times. Glad to do it here as well.

Kathy S.

5/5

I absolutely highly recommend Micha Dagher and her wonderful staff at Dagher Wealth Management in Walpole. I’ve been seeking her help and financial expertise since 2011 and thank God for her! I can’t imagine where I’d be without her. Such great advice and financial assistance unparalleled. Run do not walk to her office today. You’ll be glad you did! *****!

Tom W.

5/5

Trying to make sense of the crazy roller coaster of a stock market would be impossible without the expert financial guidance from Micheline Dagher. Her moves earlier this year saved us from disaster and actually grew our portfolio. Highly recommended!!

Tina S.

5/5

We have been looking for a retirement planning professional whom we can trust and has values aligned with ours. Michele Dagher checks all the boxes. She is knowledgeable, experienced, kind, and compassionate. She spends whatever time is necessary to answer questions and go over information. It can be quite scary to be approaching retirement and stop earning a paycheck. Working with Dagher Financial has calmed my anxiety and given me comfort that all will be well.