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The Wealth Guardians
- Financial Services
- Charlotte, NC
About this business
Location details
11520 N Community House Rd Suite 150, Ste 150, Charlotte, NC, 28277, 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 |
Started off interviewing 4 financial advisors, quickly narrowed down to Wealth Guardians. So much more thorough and provided a complete breakdown of how our retirement savings was to be invested. Made sure all our questions were answered and we understood what retirement would look like. Would not hesitate to recommend.
Business response:
Thank you ******. We are so pleased to include you and your wife in our client family and look forward to many years of a successful relationship.
I am very pleased with the team at The Wealth Guardians. Before meeting with them, I felt like I had a good knowledge of finances but the staff here takes it to another level. I knew when I wanted to retire but didn't know how to financially make it happen. The folks at The Wealth Guardians are very thorough and knowledgeable and have helped my wife and I develop a comprehensive plan to achieve our retirement goals. The entire staff has been very helpful and are always available when I've needed them.
Business response:
The honor is all ours! We're so pleased to welcome you and your wife to our Wealth Guardians 'family' and especially appreciative of your comments. We work hard to educate our clients and provide excellent service. Thanks again.
Single, retired female with limited financial experience and interest in finance seeks financial advice from a firm that employees well-educated, “passionate about their work”, and caring individuals. I FOUND ALL THESE ATTRIBUTES at Wealth Guardians! In addition Garrett and the office staff are patient, thorough and personable. I had to do my homework, and my “teacher” helped me navigate general investing information so I walked away feeling completely confident about my choices. Couple what I gathered in 4 meetings with the... read more
Business response:
******* we are beyond honored to have met your expectations and through our process been able to provide you with peace of mind about your financial future in retirement. It is our goal with everyone who seeks our expertise and our staff is rewarded to know we met the mark! Thanks for the feedback.
We are more than thrilled to finally find a firm that truly understands us and our concerns. This is the third firm we’ve worked with and hands down they have been the most helpful and we now have a solid plan for our future. We also sleep better knowing they’re working for us every day. ***** * **** ********
Business response:
***** we so appreciate your review of confidence in our services. We in turn are thrilled to have you and **** as clients. Your comments validate what we work hard towards which is helping each one of our clients preserve what they've worked hard to save so they can live the retirement of their dreams.
We have been extremely pleased with The Wealth Guardians from day one. Knowledgeable, friendly, and always accessible for help and advice. We would highly recommend them. Steve & Terry
Business response:
Thank you so very much for your trust and endorsement. It's a pleasure having you as clients!
I am very satisfied with Wealth Guardians. I needed a retirement expert that understood how to customize my portfolio. My risk tolerance was explored and was given professional advice on how to get the most out of my portfolio and keep me on my retirement goals. I found that with this wonderful company and great staff. I would highly recommend Wealth Guardians especially if you have any questions on how your money is being managed.
Business response:
Thanks *****for the resounding shout out. We're honored to work with you and appreciate you sharing your views.
Wealth guardians have been a real boost to my retirement savings. They rep the best annuity product on the market in my opinion. Timely attention to client needs, helpful without being pushy like sales people can be. Excellent experience.
Business response:
As a full service independent financial advisory firm we're committed to offering top tier strategies and products taylored to each of our client's needs and risk tolerance. It is our honor to protect what you've worked so hard to earn and we're glad to know you're more than satisfied. Thank you.
Very pleased with Doug, Sherrie, Brice and whole team at Wealth Guardians ! ***** and I have a high degree of confidence and TRUST in the advice Doug gave us. It is a comfort to know that finances in our Senior years are well-managed; we can relax and enjoy life as it comes !
Business response:
Thanks for your confidence. It's great to know our efforts to provide excellent service to our clients is succeeding. Warmest regards for a successful retirement!
Brice explained every aspect of our retirement planning. We learned so much! Wish we had moved to Wealth Guardians sooner, but we are very pleased with their professionalism and genuine concern. Joy and Lynn are pleasant and extremely helpful. We could not have asked for a better experience with our financial planning.
Business response:
Thanks so much for the resounding endorsement and confirmation of our team approach. We're honored to have you as clients and look forward to years of serving your financial needs in retirement.
Frequently asked questions about The Wealth Guardians
How is The Wealth Guardians rated?
The Wealth Guardians has a 4.8 star rating with 33 reviews.
When is The Wealth Guardians open?
The Wealth Guardians is open now. It will close at 5:00 p.m.
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