Magnolia Wealth Management - Dothan, Alabama

Magnolia Wealth Management: Una Compañía de Asesoramiento Financiero de Alta Calidad

Con sede en Dothan, AL 36305, Estados Unidos, Magnolia Wealth Management es una empresa de asesoramiento financiero que ofrece servicios de asesoramiento financiero a individuos y familias. Su dirección es 1535 Honeysuckle Rd, y pueden ser contactados por teléfono en 334-699-4036. También tienen una presencia en línea en magnoliawm.com.

Características y Servicios

Magolia Wealth Management ofrece una variedad de servicios de asesoramiento financiero, incluyendo planificación financiera, inversiones, retiro y seguridad social. Sus especialidades incluyen ser un asesor financiero. La empresa también tiene instalaciones para servicios en línea, un estacionamiento para coches con acceso para personas con discapacidad y un acceso para personas con discapacidad.

En general, Magnolia Wealth Management se destaca por su personal amable, cálido y atento. Los clientes elogian a los asesores por su capacidad para explicar conceptos financieros complejos de manera sencilla y comprensible. La empresa también se enfoca en el bienestar de sus clientes, asegurándose de que sus necesidades y objetivos financieros sean priorizados.

Opiniones y Calificaciones

Esta empresa tiene 32 reseñas en Google My Business, lo que indica una gran satisfacción de los clientes. Las reseñas destacan la amabilidad, profesionalismo y conocimiento de los asesores. En general, se puede concluir que Magnolia Wealth Management es una empresa de asesoramiento financiero confiable y respetada en su comunidad.

Información de Contacto

Para obtener más información sobre Magnolia Wealth Management o para programar una consulta, puede contactar a la empresa directamente en su dirección o teléfono. También pueden visitar su sitio web en magnoliawm.com para obtener más información.

👍 Reviews of Magnolia Wealth Management

Kathy G.

5/5

Magnolia Wealth is the place to go for financial planning. They are extremely knowledgeable and never mind breaking it down so that I ( former RN) can understand. They have my best interest at heart. They are so friendly, kind, and caring. If you are young and have never thought of saving for your retirement, please give them the opportunity to show you how important saving for your future is. I highly recommend Forrest and Ed.

Dianne S.

5/5

Forrest with Magnolia Wealth is very knowledgeable about financial planning and was able to navigate with me through retirement. He was a godsend. I would recommend Magnolia Wealth for anymore wishing to have a successful 401K to visit with Forrest.

Susan G.

5/5

My husband and I recently moved our retirement funds to magnolia wealth …. Mr Forrest Ryals was very knowledgeable and helpful in helping us with our financial decisions …. Looking forward to making lots of money !!!! S Galloway

Mui R.

5/5

Fairly new to the Wiregrass. We have been considering switching to a local firm and glad we chose Magnolia. The staff’s hospitality was amazing.
We had to bring our two toddlers with us to our first meeting and the front desk staff (did not catch her name) allowed us to sit down in our meeting while she entertain our kids with activities and snacks right outside the door! We were so grateful for her.
Forrest was knowledgeable and was able to help us with everything we needed. Glad to have found Magnolia Wealth Management. Definitely recommend!

Kari R.

5/5

Magnolia Wealth Management has been wonderful to work with! From the moment I reached out to them for financial guidance, they were nothing short of incredible. The team at Magnolia is not only highly professional but also incredibly knowledgeable and caring. They took the time to truly understand my financial goals and tailored a plan specifically for me. Their expertise in wealth management was evident, as they were able to provide me with valuable advice and recommendations that aligned perfectly with my needs. I can confidently say that Magnolia Wealth Management is top-notch when it comes to financial advisory services – their personalized approach combined with their deep expertise make them stand out from the rest!

Denise B.

5/5

Ed Cox and the entire Magnolia Wealth Management team are quite simply the best (we can say this because we’ve had experience with other financial advisors). Ed is very knowledgeable and is the expert we trust and recommend. Thanks to Ed’s help, we achieved our goal of retiring early. We are grateful to him for his continuing wealth management guidance and advice. If you want an outstanding financial advisor who truly cares, definitely call Ed….you’ll be glad you did.

Sherry K.

5/5

I first met Ed on a mission trip to Peru a number of years ago. I became the care taker of a very dear friend and consulted with Ed for Estate Planning. He worked with both of us to plan for her last years and to make sure her finances lasted her until the end and that her final wishes were honored. My husband then retired and we knew it was time for us to do our own planning. I knew without a doubt where we would go. My husband who has always made his own decisions in regard to our finances commented later that he wish that we had consulted with Ed earlier. We have also come to know Forest and the rest of the staff and have been so pleased with the personal service we have received. It is without any hesitation that we recommend Ed and Forest for your financial and estate planning. Go earlier rather than later, we promise you will be glad that you trusted Magnolia Wealth to guide you.

Brett A.

5/5

Really like everyone that works there and fully trust them with my investments.