Asset Strategy - Natick, Massachusetts

Asset Strategy

Asset Strategy is a highly regarded financial advisor located at 24 Superior Dr Suite 101, Natick, MA 01760, United States. The company specializes in providing expert financial advice to its clients, helping them achieve their long-term financial goals. With a strong focus on personalized service, Asset Strategy takes the time to understand each client's unique situation and tailors their recommendations accordingly.

The team at Asset Strategy is comprised of experienced professionals who are dedicated to delivering exceptional service. They offer a wide range of services, including investment management, retirement planning, estate planning, and tax planning. With their in-depth knowledge and expertise, they can help clients navigate the complex world of finance with confidence.

In addition to their professional services, Asset Strategy is committed to providing a welcoming and accessible environment for all clients. They offer on-site services, language assistance, and wheelchair-accessible facilities, ensuring that everyone can receive the support they need. With a free parking lot and on-site parking available, accessing their offices is convenient and stress-free.

Asset Strategy has received positive feedback from their clients, with an average rating of 4.6 out of 5 stars on Google My Business. Their commitment to excellence and client satisfaction has earned them a strong reputation in the financial industry.

If you are looking for a reliable and experienced financial advisor to help you achieve your financial goals, Asset Strategy is an excellent choice. With their personalized approach, extensive range of services, and dedication to client satisfaction, they are well-equipped to guide you towards financial success.

Address: 24 Superior Dr Suite 101, Natick, MA 01760, United States
Phone: 7812354426
Website: assetstrategy.com
Specialties: Financial advisor
Other points of interest: On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Free parking lot, On-site parking
Opinions: This company has 10 reviews on Google My Business.
Average opinion: 4.6/5.

👍 Reviews of Asset Strategy

Midway C.

1/5

This Company was recommended to us by our Accountant. We are a small family owned business under 10 employees that wanted to start a 401k plan for our employees. We didn't have any inkling of how to go about this. With advice we listened and shared numbers and was crystal clear about the profits of the company. Asset strategy recommended a Safe Harbor account.
We asked questions like could we afford to do this? Not having any inkling of the administration or recordkeeping costs to run a 401k! We kept wanting a simple plan and start small. Unfortunately, for us we were given the worst advise. Asset Strategy is suppose to be a fiduciary Company. But they only did what was in their best interest. We had to shut the 401k down before it bankrupted the company. If you are a small business I do not recommend using this company. We did not have fiduciary experience. We changed to Ivy Wealth and bar none the best experience and advice. This is a good Company for small businesses.

Abby B.

5/5

Asset Strategy helped someone like me, with no experience. They were so helpful and explained everything I needed to know in a way I could understand. I'm so grateful that I trusted them to help me.

Caitlin S.

5/5

The Asset Strategy team is highly skilled and genuinely friendly! Excellent financial service.

Jeff P.

5/5

As a small business owner, I trust Asset Strategies guidance. Excellent staff.

ryan C.

5/5

Their team is super trustworthy, friendly and reliable! Highly recommend!

Rob W.

5/5

Very knowledgable and helpful. They help take some burden off during a busy time of life!

Joe P.

5/5

their firm provides great guidance on tax strategies!

MoneyLetter

5/5