Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia

Address: 490 Brasfield Square SE, Atlanta, GA 30316, United States.
Phone: 6783873667.
Website: elwoodgoetz.com
Specialties: Financial advisor, Financial planner.
Other points of interest: Identifies as women-owned, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 4.5/5.

📌 Location of Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group 490 Brasfield Square SE, Atlanta, GA 30316, United States

⏰ Open Hours of Elwood & Goetz Wealth Advisory Group

  • Monday: 8 am–5 pm
  • Tuesday: 8 am–5 pm
  • Wednesday: 8 am–5 pm
  • Thursday: 8 am–5 pm
  • Friday: 8 am–4 pm
  • Saturday: Closed
  • Sunday: Closed

Elwood & Goetz Wealth Advisory Group: Una Guía Completa

La Elwood & Goetz Wealth Advisory Group se encuentra ubicada en Address: 490 Brasfield Square SE, Atlanta, GA 30316, United States., lo que la convierte en una opción ideal para aquellos que buscan asesoramiento financiero de alta calidad en el corazón de Atlanta. Con un teléfono fijo de 6783873667., esta empresa está disponible para atender las necesidades de sus clientes de manera efectiva.

La página web oficial de la empresa es elwoodgoetz.com., donde se pueden encontrar más detalles sobre sus servicios y especialidades. En esta página, se pueden encontrar información sobre los Specialties de la empresa, que incluyen ser un Financial advisor y un Financial planner. Estas especialidades sugieren que la empresa ofrece una amplia gama de servicios financieros personalizados para satisfacer las necesidades de sus clientes.

Otros puntos de interés sobre la empresa son:

Identifica como una empresa women-owned, lo que la hace única y valiosa en el mercado.
Ofrece On-site services, lo que permite a los clientes acceder a sus servicios de manera conveniente.
La empresa es Wheelchair-accessible, lo que la hace accesible para todos los clientes, independientemente de sus necesidades especiales.
El estacionamiento y la entrada y baño están diseñados para ser Wheelchair-accessible, lo que facilita la movilidad de los clientes.

Opiniones de los clientes

La empresa ha recibido 8 reviews en Google My Business, lo que indica una gran satisfacción de los clientes. La media de opinión es de 4.5/5, lo que sugiere que la empresa ha demostrado ser una opción confiable y de alta calidad.

Recomendación final

Si estás buscando un asesoramiento financiero personalizado y de alta calidad, Elwood & Goetz Wealth Advisory Group es una excelente opción. Con su ubicación en el corazón de Atlanta y su amplia gama de servicios financieros, esta empresa es ideal para aquellos que buscan una solución financiera integral. Visita su página web oficial para obtener más información y contactar con ellos para discutir tus necesidades financieras.

👍 Reviews of Elwood & Goetz Wealth Advisory Group

Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia
Deanna B.
5/5

I became a client of Elwood and Goetz after my husband suffered a massive stroke. I knew very little about how to manage a portfolio, how to manage my finances, or even if I would be financially secure for the remainder of my husband's and my lives. They were so patient with not only my ignorance, but also my grief as I worked through so many confusing issues surrounding my husband's care. I don't know how I would have survived without them. They continue to patiently walk me through my present and future financial needs. My portfolio has grown in their care, and I don't worry about my financial future with them on my team!

Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia
Regan F.
5/5

I’ve been working with E&G for a couple of years and I am so glad to have a financial planning team that really cares about my family. Alden and team are very knowledgeable, transparent, and thorough throughout the process. I feel very supported when working with them to make big financial decisions and feel confident about my retirement plan. The E&G team is amazing and I cannot recommend them highly enough for all of your financial planning needs.

Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia
Caroline W.
5/5

We started working with E&G about eight years ago and it was the best financial decision we've ever made. Their team (Alden and Lauren in particular) have helped us not only plan for retirement, but make some of our biggest financial decisions. Whether it's starting a new job and assessing benefits, rolling over a 401K or running scenarios to understand how a big purchase would impact our cash flow, they have helped us with EVERYTHING. If you're in anyway considering a financial advisor, I can't say enough about these folks. I love my E&G team!

Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia
Thomas B.
5/5

I've been working with E&G for nearly a decade. Their team has helped us plan and achieve so many of our goals. Getting married. Starting a family. Buying a house. They are there to help and support us every step of the way. They are thorough, detail oriented and wonderful people to work with (even when I've forgotten my account password for the 10th time!)

Huge shout out to Alden, Lauren and Lindsay who have been an amazing team! You give us huge financial peace of mind!

Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia
Haleigh S.
5/5

As someone who has recently started their financial planning journey, I can’t say enough good things about Alden and her team. Alden and Lauren have not only been extremely knowledgeable, but also kind and available to answer all of my questions. I never thought I would be this excited for retirement! Their reassurance in the financial decisions I’m making have made me so much more confident in my future.

Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia
Samantha P.
5/5

I've been a client of Elwood & Goetz for several years and trust Alden and the team completely. With recent market swings, Alden and the team has made me feel comfortable and confident in how they are managing my assets with the everchanging market landscape. I look forward to my check ins with the team and know that they have my best interest in mind.

Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia
Chinonye O.
1/5

I definitely feel like I was RIPPED OFF. Hire at your own risk! Alden was very demeaning and spoke in a threatening manner when I inquired about moving my money into safer options. Joe was nice, but it is disheartening that he allows such behavior at his firm. I do not think it was worth the 1% fee they charged me annually, especially since this includes assets they did not directly manage (ie. 401K).

Elwood & Goetz Wealth Advisory Group - Atlanta, Georgia
Johnnyomd
5/5

I'm very satisfied

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