Frazier Investment Management - Wakefield, Rhode Island

Frazier Investment Management

Una empresa de consultoría financiera con sede en Wakefield, Rhode Island, que ofrece servicios de planificación financiera, consultoría financiera y servicios de inversión.

Con más de 10 años de experiencia en el mercado, Frazier Investment Management ha demostrado ser una fuente fiable de asesoramiento financiero para sus clientes.

Especialidades

Financial planner: Asesoramiento personalizado para la planificación financiera.

Financial consultant: Análisis y recomendaciones para mejorar la situación financiera de los clientes.

Investment service: Gestión de carteras de inversión para maximizar los rendimientos.

Ubicación y contactos

Address: 10 High St, Wakefield, RI 02879.

Phone: 4016619651.

Website: frazierim.com.

Otras características

La empresa ofrece una entrada y un estacionamiento accesible para personas con discapacidad.

Los baños están equipados con facilidades para personas con discapacidad.

Se recomienda hacer una cita previa para asegurar un espacio disponible.

Opiniones

This company has 9 reviews on Google My Business.

Los clientes han expresado su satisfacción con los servicios de Frazier Investment Management, destacando la experiencia y el conocimiento del personal.

Una de las opiniones destacó: "Very pleased with Steve and everything he has helped us with. He's a dependable financial advisor that always keeps his clients in mind. He remains in-touch with the market and actively works with you. I recommend Steve to friends and family."

Media de opinión

La media de opinión es de 5/5, indicando una alta satisfacción de los clientes.

La empresa ha demostrado ser una fuente confiable de asesoramiento financiero y su equipo de expertos está comprometido con la satisfacción de sus clientes.

👍 Reviews of Frazier Investment Management

Ryan L.

5/5

Very pleased with Steve and everything he has helped us with. He's a dependable financial advisor that always keeps his clients in mind. He remains in-touch with the market and actively works with you. I recommend Steve to friends and family.

Sarah C.

5/5

Steve has managed our financial accounts for several years. In fact, we were very pleased when he founded Frazier Investment Management because it gave him more authority and flexibility than the previous firm he was with. Steve is a guy who cares about people, all people. We have spent a lot of time together outside the office. He is kind to friends and strangers alike. We have had countless phone calls. Not only does he understand the markets, he understands what is important to our family. He understands why money is important - not just to collect money, but do important things in your life. As I write this review the market is set to open down at least 5% in a few hours. There are many people that are highly uncertain of what to do. I am not one of those people. Steve and I have discussed the run up and the inevitability of a down turn at some point. We have planned for days like today ahead of time, while still maximizing returns. 5 stars all the way.

Mary B.

5/5

Steve is so smart about investing and he has the skill to break down a frightening topic into language you can understand. From the first conversation with Steve, you understand how much he cares about people and appreciates how scary it can be to have someone invest your money. He takes the time to understand your goals and then makes suggestions to meet those goals. No high pressure or acting like you should just let him make all the decisions. He wants you to be an active partner in managing your money.

Missy M. M.

5/5

Steve is AMAZING. One of the smartest, most intuitive people and investment specialists I know. I am a tax accountant and trust referring my clients to him. Steve speaks nationally on his profession, as well. If you want dynamic, reliable and super-educated individual managing your wealth, definitely consult with Steve's firm.

Lee D.

5/5

Our marina is a small fish in the world of financial investments but Steve has personally set up our 401k and met with the staff to educate. His knowledge and commitment are much appreciated.

East W. C.

5/5

Steve Frazier is not driven by a company pushing certain products. He is working for you and you know it when you sit down with him. He looks at all variables and gives you the best plan for your specific needs. Highly recommend him. Chris Deveau

Sierra D.

5/5

what a amazing business that was able to get me and my husband set up with better health insurance at a better price. We will be back next year for more help. Thank you so much.

Robert W.

5/5

Thank you for putting me at ease when discussing my financial affairs. I would recommend Frazier Invest management to new and mature investors.