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The Hidden Wealth Solution
- Financial Services
- Lake Mary, FL
About this business
The Hidden Wealth Solution offers wealth strategy solutions to preserve retirement accounts including 401K's, IRA's, pension plans and other investments you may have. Our top financial planners in Lake Mary, Florida help clients address concerns on taxes, the stock market and the best ways to invest. We can answer questions on wealth management, tax brackets, financial planning for retirement, how to calculate taxes and more. We help Baby Boomers to preserve their retirement accounts and consider ways to invest so they can t... read more
Location details
250 International Parkway Suite 134, Ste 146, Lake Mary, FL, 32746, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 09:00 a.m. to 6:00 p.m. | |
| Tue | 09:00 a.m. to 6:00 p.m. | |
| Wed | 09:00 a.m. to 6:00 p.m. | |
| Thu | 09:00 a.m. to 6:00 p.m. | |
| Fri | 09:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I have attended a few Hidden Wealth Webinars over the past two years and was impressed with the presentations. My work 401K representatives have been nonresponsive when reaching out to them. I would ask how much risk do I have in the accounts that I am investing in--no response. Knowing that 401K can be a tax bomb, I decided to sign up with Hidden Wealth Solutions. They have excellent customer service! and are able to explain how the funds that I am investing in work. Since I have moved my funds to Hidden Wealth during this ... read more
Business response:
Carol, thank you for the five-star review and for your comments on our educational webinars. As a matter of professional practice, we strive to always acknowledge and answer questions and concerns from our clients in a timely manner. Helping clients with tax elimination, income maximization and lifestyle/legacy preservation is the focus of our practice. Thank you for allowing us to serve you and your financial needs.
Frequently asked questions about The Hidden Wealth Solution
How is The Hidden Wealth Solution rated?
The Hidden Wealth Solution has a 4.9 star rating with 78 reviews.
When is The Hidden Wealth Solution open?
The Hidden Wealth Solution is closed now. It will open on Monday at 9:00 a.m.
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