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Campbell Wealth
- Investing
- Alexandria, VA
About this business
At Campbell Wealth, we work solely with individuals near or in retirement because our clients are entering a very important phase of their lives, we have tailored our professional approach to address specific challenges you face.
Location details
330 John Carlyle St Suite 600, Suite 600, Alexandria, VA, 22314, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Questionable policies and practices regarding people of color, especially African-Americans. From a client and employment standpoint. Take a look at their organizational structure to see the lack of diversity. If that’s your thing, this is the company for you!
I have had the pleasure of working with Tyler and Clay for the past few years when managing my assets. They are a great team and were always available to answer any of my questions. Highly recommended!
My wife and I have been with Kelly C and his team for about 15 years. We’ve been impressed as the company has grown and as our nest egg has grown. The men and women we work with either by phone, through video and sometimes in-person, have been wonderful. They seem to sincerely have our best interests in mind. Our portfolio has risen at a rate we appreciate; we’re reaching the goals we’ve worked out with our planner; and we’re confident that our retirement is in solid hands. I’d recommend coming to Kelly and his team if you w... read more
The only company that actually does a financial plan and reviews it every year to make sure you are on track. They have some of the best financial advisors in the industry and their investment strategy is one of a kind. They educate their clients and have client appreciation events. Very high end and niche. Highly recommend!
Personalized, professional and truly looking out for the client!
Frequently asked questions about Campbell Wealth
How is Campbell Wealth rated?
Campbell Wealth has a 3.9 star rating with 8 reviews.
When is Campbell Wealth open?
Campbell Wealth is open now. It will close at 6:00 p.m.
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