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The Hidden Wealth Solution
- Financial Services
- Lake Mary, FL
About this business
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 |
Personal and creative retirement investment advise totally changed my perspective on investing.
Business response:
James, thanks for your review. We are honored to help you with your retirement planning. We specialize in unique retirement solutions that are crafted to meet each client's individual planning needs. We have a distinct advantage in having investment advisory services with CFP's, CFA's and PHD's on our Institutional money management team.
We are so excited to be working with the team at Hidden Wealth Solutions! We have been so impressed with their full suite of services and are very much looking forward to having an investment advisor who also thinks about the tax implications for the choices we make. They have also introduced us to some unique investment opportunities to help balance out our portfolio, which we couldn't have found anywhere else. Their customer service has been unbeatable and the plan they put together for us has us very excited about an earl... read more
Business response:
Thank you for the five star review. It is a pleasure to serve you and your financial retirement plan. We find that taxes are the biggest robber of wealth in retirement. The best retirement plans recognize this fact and strategize accordingly. We like for our clients to be no tax or low tax retirees. We are very fortunate to have access to investments that are outside of the ordinary Wall Street opportunities. We have a great team of professionals who enable our practice to offer full, comprehensive wealth planning and manage... read more
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 81 reviews.
When is The Hidden Wealth Solution open?
The Hidden Wealth Solution is closed now. It will open tomorrow at 9:00 a.m.
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