Lighthouse Financial Group - Savannah, Georgia

Lighthouse Financial Group: Un Equipo de Expertos Financieros

Con sede en Savannah, GA 31410, Estados Unidos, Lighthouse Financial Group es una empresa que se destaca por su enfoque personalizado y su compromiso con la excelencia en asesoramiento financiero. La empresa se identifica como asiática, negra y propiedad de mujeres, lo que refleja su diversidad y su compromiso con la inclusión.

Características y Especialidades

Entre las especialidades de Lighthouse Financial Group se encuentran el asesoramiento financiero y el planificación financiera. El equipo de expertos, liderado por Wendy, Moya y el resto del equipo, ofrece servicios personalizados para ayudar a sus clientes a alcanzar sus objetivos financieros.

Ubicación y Accesibilidad

Lighthouse Financial Group se encuentra ubicada en Savannah, GA 31410, Estados Unidos. La empresa es accesible para personas con discapacidad, con un estacionamiento para coches con discapacidad y una entrada y baño accesibles.

Información de Contacto

Para obtener más información o programar una cita con el equipo de expertos de Lighthouse Financial Group, puede visitar su sitio web en lifigroup.com o llamar al teléfono 9123544200.

Opiniones y Reputación

Según las opiniones de sus clientes, Lighthouse Financial Group se destaca por su profesionalismo y su compromiso con la excelencia. El equipo de expertos ha ayudado a sus clientes a alcanzar sus objetivos financieros y ha sido reconocido como un lugar seguro y acogedor para personas de la comunidad LGBTQ+.

Media de Opinión

En Google My Business, Lighthouse Financial Group tiene una media de opinión de 5/5 estrellas, lo que refleja la satisfacción de sus clientes con los servicios que ofrece.

Recomendación Final

Si está buscando un equipo de expertos financieros que le ofrezca un servicio personalizado y comprometido con la excelencia, Lighthouse Financial Group es la opción ideal. Visite su sitio web en lifigroup.com y contacte con ellos para programar una cita y descubrir cómo pueden ayudarlo a alcanzar sus objetivos financieros.

👍 Reviews of Lighthouse Financial Group

Travis S.

5/5

Wendy, Moya and the whole team are true professionals. They are my go to and I'm happy to have them in my corner looking out for my best interest and also the interest of those I love. They have helped my mother and my now passed "Nana" in making some great financial decisions and help manage their money and retirement for the long haul. Not only do they guide the also educate and innovate. Offering classes and workshops will help you think more about the future and not out live your money. Thank you for what you do and being such a big part of my life.

Karen M.

5/5

This company is truly fantastic!
My husband and I first met with Wendy & Moya several years ago to review and regroup our scattered financial assets and we felt so relieved to ¨get our act together¨.
They were there to support me when my husband died suddenly about 4 years ago and to help smooth my financial transition. They have since then helped with medical insurance options as well as supplemental income streaming as I changed to part time employment.
I highly recommend Lighthouse Financial as they are professional and very knowledgeable, but with a personal touch.

Richard H.

5/5

Lighthouse Financial Group is a great organization. My wife and I first met Wendy and Moya almost five years ago when we were first considering retirement investments. They made us aware of how our previous investments were filled with hidden fees. They set us up with several strong annuities that will provide lifetime income and helped us to reinvest a Federal retiree TSP account.
We have always found Wendy and Moya to respond quickly to any of our questions or set up a meeting to discuss strategies. They always carefully explain each investment and answer all of our questions. They are an excellent fiduciary group and we highly recommend them.

Tara P.

5/5

My husband and I have been under the watchful eyes of Wendy's team at Lighthouse Financial and we couldn't be more comfortable about our finances and our choice in her team. The team has helped us during our working years and now moving into retirement as well as Medicare needs. Wendy, Moya, and Deanna are thoughtful in their approach and listen to their clients needs and desires. They stay in contact throughout the year to make sure we know what is going on and make useful suggestions when and if needed. It's a real comfort knowing we can count on them to keep a watchful eye on our end goals. Tara Packer

Jyl O.

5/5

We feel so fortunate to have found Lighthouse Financial to help us with our investments. They understand all the ins and outs of retirement planning, as well as the market in general. They get to know their clients, and do not offer cookie cutter solutions...everything is customized. The icing on the cake is that both Moya and Wendy are both nice, caring, personable, and fun! My husband and I highly recommend them.

Ernestine C.

5/5

I thank the Lord we found Lighthouse Financial Group in 2008. Windy and Moya have really taken good care of us. We now have a lifetime monthly income to supplement our Social Security and retirement. It really comes in handy. Every investment they have made for us has been very profitable. They really look out for their clients. I give them the highest recommendation.

Bryan P.

5/5

Moya and Wendy make financial planning fun! They are so easy to talk to and they have a way of breaking down complex topics so they are easy to understand. I have had such a great experience working with them and would highly recommend stopping by for an introductory meeting or attending one of their events!

Jack G.

5/5

Reviews are sometimes very helpful in selecting a product or service. Reviews on a product are pretty simple, either the product worked and lasted or it didn't. So no harm done if you recommended a product and it didn't work for someone else. Recommending a service is still not dangerous because if you recommend a restaurant and someone doesn't care for it, it's just their taste are different. If you recommend a repair service, you are still safe in that the item being repaired could be in worse condition than what you had repaired. But when you recommend a financial company or financial advisor and they lose or cost you a lot of money, you could very well lose a friend. People get personal when it comes to their money.
With that being said. I do not hesitate to recommend Lighthouse Financial Group. We lost a lot of money in the 2008 collapse and I swore I would not let anyone else handle my money. We met Wendy and then Moya about ten years ago and I was still skeptical on letting someone handle my money. We listened to their presentation and decided to take the next step. Needless to say, we have fully invested with Lighthouse Financial. We are completely committed and satisfied with all aspects of their services. Wendy any Moya have always treated us respectful, courteous and friendly. They have always made us feel valued as a client even though we are not their largest client. They always are on top of whatever seems to be going on. Yes, I have sent friends to Lighthouse and they are equally as satisfied. Lighthouse will remain as our only advisor when it comes to our money.