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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 |
Client was given sufficient time to do research and speak w/ clients. The process was given a personal feeling in a very professional manner. I am now anxious to see the performance of my investments per there advice.
Business response:
We're so pleased that you found our processes both personal and professional! It's what we truly want everyone who comes to see us experience. Thank you and we're very glad to have you as a client!
Our experience with Wealth Guardians started with a Social Security seminar. It was amazing to learn how much we really didn't know about the ins and outs of Social Security. The things that we learned would not have been discovered during a normal process of going to the SS office and signing up for benefits. During the course of the next few meetings it was apparent that Doug and his staff new what they were talking about and only wanted to do what was best for us. They were not in it to sign you up and make a fast buck fo... read more
Business response:
Thank you so very much for your review. It is very much appreciated to know that the hard work and effort Doug, Brice and our whole staff put into an excellent experience, whether you become a client or not is noticed and valued. It's what makes us tick. Warmest regards!
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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