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Huntley Wealth Management
- Financial Services
- Ludlow, VT
About this business
Location details
116 Main Street, Ludlow, VT, 05149, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 7:00 p.m. | |
| Tue | 8:00 a.m. to 7:00 p.m. | |
| Wed | 8:00 a.m. to 7:00 p.m. | |
| Thu | 8:00 a.m. to 7:00 p.m. | |
| Fri | 8:00 a.m. to 7:00 p.m. | |
| Sat | 8:00 a.m. to 7:00 p.m. | |
| Sun | Closed |
I actually went to high school with Mark and have known him a VERY long time. When I found it necessary to choose a local financial adviser, I knew Huntley Wealth Management and Mark, was my BEST choice. I'm grateful to this team, Mark and Derek , for all their time and attention. Mark is smart, experienced and stays on top of what's happening in our financial world. I'm always confident he and his firm have my best interests as their guide.
From our client Kelley Newton: for whom it may concern, I am most grateful for your assistance and success in unlocking my variable annuity problems. You have been most patient making and receiving (mostly from me , no doubt) phone inquiries into the labyrinth of AIG. Funds finally arrived, bringing payments up to date. If there are future problems I may just cash it out, pay the tax and spare you or my estate headaches. Couldn't have done it without you.
Have been a client for years . I have complete trust in Mark and associates .They go above and beyond for their clients . A friend forever . Jacquie
Three things I value about working with Mark and Derek. 1. They manage our money thoughtfully and well. 2. They asked what was important to us and they manage our money in accordance with our values. 3. They are always responsive when we have a question or a need.
I couldn’t be happier with any other financial management service company. Mark and Derek take any amount of time necessary to help me understand my financial situation, as well as show genuine care and concern for my wellbeing. They helped me transition through the loss of my husband, dissolution of our businesses, and reinvestment of my portfolio to suit my needs better going forward. I never feel confused or unclear about how my money is working for me. In addition, it’s never been a challenge to work with them remotely, ... read more
Frequently asked questions about Huntley Wealth Management
How is Huntley Wealth Management rated?
Huntley Wealth Management has a 4.9 star rating with 17 reviews.
When is Huntley Wealth Management open?
Huntley Wealth Management is closed now. It will open at 8:00 a.m.
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