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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 |
We have been so impressed with Doug and his staff to help us make a easy transition from another investment firm to The Wealth Guardians. They all are professionals yet make us feel like family! We are looking forward to a great investment relationship. Thank You Doug! ***** *** *****
Business response:
We appreciate the feedback and on behalf of the entire staff are glad to hear that we've achieved our goal which is exactly as you've described....serving your needs with the highest professional standards all while treating you as we would our own family. Thank you.
They provided plenty of details and were not high pressure.
Business response:
Thank you. We always appreciate the opportunity to share our services and provide education on retirement plan options so that anyone considering us to assist can make an informed decision as to whether we are a good fit for their goals and needs. We're honored in the trust you've placed in our firm to help you 'Retire the Job and Keep the Paycheck'!
Very professional and personal. Really happy with the program to grow our money in retirement and protection on the down side. We really will retire the job but keep the paycheck.
Business response:
Your goal is our goal and we're honored to help you get there.
The Wealth Guardians Team is as professional as they come. They walk you through where you need to be planning your retirement future. You feel very comfortable and at ease with the decisions you are making.
Business response:
I would highly recommend them to assist in your future.
they do an excellent job of helping you prepare for your financial future. Doug and Brice help you feel comfortable with the decisions you are making.
Business response:
Thank you so much for the confidence you've placed in our firm. We are honored to serve you and your family in your retirement planning.
In our opinion, The Wealth Guardians were very thorough and very professional. They easily answered all of our questions and put together an excellent package.
Business response:
We very much appreciate your feedback and recognition of our attempts towards excellent customer service. We look forward to having you as a client. Thank you.
The team at The Wealth Guardians has been very helpful and professional. They did a nice job of helping us understand the fees and risks associated with our previous investments and were able to provide investment alternatives appropriate for where we are in our careers. I would recommend them to anyone who is beginning to consider their retirement options.
Business response:
The pleasure is all ours and we're so honored to serve you and your wife as you start your transition to 'retiring the job and keeping the paycheck'! Thank you.
Very through and extremely helpful. No pressure to use their advice but it's great. Office staff is very helpful and wants to make sure you are comfortable. I am so glad I attended their seminar. *****
Business response:
Thank you for your valuable feedback. We are honored to serve your retirement needs and look forward to a long relationship.
Doug R** is a fine Christian gentleman. I've gone to most of his seminars and attended the Social Security seminar. He is fixing to have one on Identity Theft on October 10, 2019 in Clemmons. I am a former Revenue Officer with the N. C. Department of Revenue and currently have my own tax business. I've had two people whose Social Security number was stolen and a tax return filed. I personally had my identity stolen at BB&T bank. I foreign person created a check to look like mine and forged my signature. The bank reimbursed m... read more
Business response:
Thank you *. for your review. We're gratified that not only do you appreciate the excellent protection and management of your retirement accounts but the educational and social events we provide for our clients.
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 closed now. It will open at 9:00 a.m.
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