Sandra Gilpatrick, CFP®, Wealth Consultant - Boston, Massachusetts

Sandra Gilpatrick, CFP®, Wealth Consultant

Con base en la información disponible, Sandra Gilpatrick es una asesora financiera con una amplia experiencia en planificación financiera y consultoría de bienes.

Ubicación

Se encuentra ubicada en Boston, Massachusetts, Estados Unidos.

La ubicación de Sandra Gilpatrick es 101 Federal St, Boston, MA 02110, Estados Unidos.

Teléfono

Puede ser contactada a través de su teléfono 617-314-7575.

Es importante tener en cuenta que Sandra Gilpatrick ofrece servicios en línea y en persona, lo que la hace accesible para una amplia gama de clientes.

Specialties

Entre las especialidades de Sandra Gilpatrick se encuentran la planificación financiera y la consultoría de bienes.

Esta experiencia y experticia le permiten a sus clientes tomar decisiones informadas sobre su patrimonio y futuro financiero.

Other points of interest

• Identifica como empresa propiedad de mujeres
• Ofrece citas en línea
• Proporciona servicios en su ubicación
• Tiene un estacionamiento accesible para sillas de ruedas
• Tiene un entrante accesible para sillas de ruedas
• Tiene un inodoro accesible para sillas de ruedas
• Es amiga de la comunidad LGBTQ+
• Requiere citas previas
• Se recomienda realizar citas

Opinions

Esta empresa tiene 6 opiniones en Google My Business.

La media de las opiniones es de 5/5.

Los clientes de Sandra Gilpatrick han destacado su capacidad para entender las necesidades individuales de cada cliente y ofrecer consejos personalizados.

Se considera a sí misma una asesora financiera comprometida con la calidad de servicio y la atención al cliente.

Características

• Experiencia en planificación financiera y consultoría de bienes
• Compromiso con la atención al cliente y la calidad de servicio
• Capacidad para entender las necesidades individuales de cada cliente
• Ofrece servicios en línea y en persona

En resumen, Sandra Gilpatrick es una asesora financiera con experiencia y compromiso con la atención al cliente, ofreciendo servicios personalizados y de alta calidad.

👍 Reviews of Sandra Gilpatrick, CFP®, Wealth Consultant

Gwen W.

5/5

Sandra is wonderful. Besides her experience and expertise, what sets Sandra apart is her genuine interest in each person's unique life situation. She takes the time to get to know each client as a person, to understand their personal experiences and circumstances, and tailors her advice to work for them now and in the future. I've referred several people to Sandra and will continue to do so!

Petra L.

5/5

Sandra Gilpatrick changed my life! Financial and life planning is complicated, and it is essential that you have somebody by your side, who can see the big picture and help you get organized. Sandra's advice and support gave me peace of mind and helped me organize my finances, investments, and provided me with the right tools and confidence to plan my life. She is always available and has provided expert guidance whenever I needed it. Her true gift is that she empowers women to take charge of their finances and their life. I consider myself very lucky to have her as my financial advisor.

Patty C.

5/5

I can't say enough good things about Sandra Gilpatrick and her services. Her passion for finding solutions that benefit her clients is obvious in every interaction and insight she offers. She's kind, smart, responsive, and best of all, a pro at making financial planning manageable. She breaks down the process so it's easy to understand and provides easy-to-use tools to support you in taking charge of your financial life. I've recommended her to many of my friends and sing her praises when anyone is looking for a financial planner. Simply put -- she's amazing.

Luna T.

5/5

Better quality attention than I could have hoped for! Sandra truly cares about your money and your life. On top of that, she truly listens to you. She also takes the time to explain things and teach you. I feel lucky to have found her and highly recommend!!!

Jessica F.

5/5

I would highly recommend Sandra and her expertise. She is incredibly knowledgeable but more than that she asks questions about my goals and really listens to my answers. I feel confident that she understands my financial goals and is a dedicated partner in helping me achieve them.

Katie M.

5/5

Sandra is friendly, knowledgable, communicative, and understanding. She breaks the process down so it’s easier to comprehend and encourages questions. Highly recommend!