This profile has been claimed by the business owner or representative.
Retirement Advocates
- Financial Services
- Kenosha, WI
About this business
Location details
6123 Green Bay Rd, Kenosha, WI, 53142, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My wife and I started meeting with Maria Fliess at Retirement Advocates in the fall of 2024 as my retirement was rapidly approaching. Working with Maria is an absolute pleasure for my wife and I as she brings perspective and experience to the table that is relevant to our individual retirement picture. Her process is very thorough, and she has provided us with a clear understanding of where we are financially today, and where we could potentially be in the future. Along with this she has given us many options to tweak and fi... read more
I've been working with Maria for several months now and she is very knowledgeable and will take as much time as necessary to ensure I understand the various product she is offering. There is no hard sell tactics. We were able to augment my retirement portfolio with low risk guaranteed monthly income for life to offset some of my more risky investments. I highly recommend Maria and her team.
We met with Maria on several occasions as we worked through our retirement plan. She was very knowledgeable and explained things to us so we could understand easily. Because of her, we have a confidence that we didn't have before! We would highly recommend Maria at Retirement Advocates!
Retirement Advocates has served me well. For 8 years now they have been attentive to my sometimes rather complex investment management needs. Maria offered me a multitude of suggestions and has made me aware of several investment options. My portfolio has grown in value such that I can retire worry free anytime I so desire. Goodness, so so happy now.
We have worked with Maria for several years and really love the personal touch she puts into our investing strategies. She makes everything click for us. We have recommended her to several friends and now our daughter is working with her too. Thanks for all you do for us Maria.
Frequently asked questions about Retirement Advocates
How is Retirement Advocates rated?
Retirement Advocates has a 4.9 star rating with 19 reviews.
When is Retirement Advocates open?
Retirement Advocates is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com