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Walser Wealth Management
- Financial Services
- Tampa, FL
About this business
Location details
777 S Harbour Island Blvd, Suite 440, Tampa, FL, 33602, 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 |
I contacted them via Facebook. They want all my personal info right away. I can provide investments info, but that wasn't good enough. I don't feel comfortable giving out personal info to a stranger from Facebook. This is beyond ridicules.
On Facebook, she/they offered an initial free consultation. The morning of my consultation, they cancelled for NO reason, giving no reason. Her business clearly is a scam -- and only going after the richest clients ... I guess -- even though she knows nothing about my situation. Zero stars. Completely unprofessional to offer a consultation, and then cancel without reason at 11th hour. If you want a financial advisor -- go to one who keeps their appointments!
This firm is growing, and as they expand they are adding highly competent financial advisors, most with the important CFP designation. In my 3 years with them I have found them to be highly responsive to all requests, and the guidance I've received is consistent with what my independent research reveals.
Excellent service
With the upheaval of markets and the economy, I watch different youtube financial point of views and was impressed with Rebecca Walser. She was the only one of a few who seemed to be watching and keeping a realistic world wide view of the financial markets ups and downs. I made a decision to move to Walser Wealth over a year ago and haven't looked back. Her staff and advisers are second to none. The Financial plan Gabriel put together for me is working well, and making me money.
Frequently asked questions about Walser Wealth Management
How is Walser Wealth Management rated?
Walser Wealth Management has a 4.2 star rating with 21 reviews.
When is Walser Wealth Management open?
Walser Wealth Management is closed now. It will open at 9:00 a.m.
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