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Clientfirst Wealth Management
- Financial Advising
- Little Rock, AR
About this business
ClientFirst Wealth Management, LLC. is a fee-only Registered Investment Advisor and fiduciary. ClientFirst provides financial planning and investment management to individuals--managing over $140,000,000 for Arkansans. CIientFirst specializes in retirement- income strategies that maximize income for our clients. The typical account is over $2,000,000 and most clients are either retired or nearing retirement. Client retention is extremely high and references are available upon request. Minimum account size is $500,000. Client... read more
Location details
1501 N University Ave #715, Ste 715, Little Rock, AR, 72207, 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 |
ClientFirst Wealth, Legacy & Estate Planning with Ed Mahaffy, provides a sense of comfort that he is constantly reviewing your portfolio and market opportunities. He has a deep level of commitment to his clients. As we prepared for and now enjoy our retirement, we wanted a strong partner to ensure we reach our ever changing goals. Ed has provided and exceeded our expectations. We are able to concentrate on family, friends and travel, knowing Ed Mahaffy is our financial partner, ever listening and communicating.
We have had the pleasure of working with Ed as one of our financial advisors for several decades. Actually, it doesn't resemble 'work' .. it's more like having pleasant conversations with a friend. We have found him to be very accessible, most helpful, transparent, genuinely interested in us and our wellbeing .. not only as clients but truly as friends. Ed communicates with us in a timely and professional manner. He initiates the majority of these communications, but they are always on appropriate issues, questions or concer... read more
Our family have worked with Ed Mahaffy and ClientFirst Wealth, Legacy & Estate Planning for over thirty years. Ed and his firm have always operated with highest ethical and fiduciary standards. I have, and will, recommend friends and clients use Ed and ClientFirst. I have worked with multiple good financial advisors. You will not find anyone better than ClientFirst.
Ed Mahaffy with ClientFirst Wealth, Legacy and Estate Planning is fantastic. I trust his advice and financial services 100 percent.
Second Generation client of ClientFirst Wealth Management. The name actually fits the Companies business model. Characteristics that do justice to Ed's work and business ethics are, Integrity, Honesty, Promptness, responding to questions or concerns, a Knowledgeable Professional, an excellent Communicator, and attentive Listener, and above all he treats his clients as he would his own family, always putting the Client First, with Compassion and Kindness. All these qualities are increasingly hard to find in today's world. If ... read more
Frequently asked questions about Clientfirst Wealth Management
How is Clientfirst Wealth Management rated?
Clientfirst Wealth Management has a 5 star rating with 9 reviews.
When is Clientfirst Wealth Management open?
Clientfirst Wealth Management is open now. It will close at 6:00 p.m.
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