This profile has not been claimed by the business owner or representative.
to update business information, get appointment requests, engage visitors with web chat, and more!
Wealth Trac Financial
- Financial Services
- Beverly Hills, MI
About this business
Location details
31100 Telegraph Rd #210, Ste 210, Beverly Hills, MI, 48025, 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 |
High praise for Kurt and his team at Wealthtrac Financial. As a fiduciary they provide outstanding financial advice and wealth management. We researched many advisors over a few years before choosing Kurt due to his integrity, financial knowledge, experience and easy personality. We highly recommend Kurt and Wealthtrac Financial.
Our experience is nice. kurt and very friendly staff
Wealth Trac has been an outstanding experience from day one. Kurt and his team are incredibly responsive and truly attentive to my questions and requests. I’ve had several memorable interactions with Dominique, Neil, and Avery that reinforce that I’m working with a group that genuinely cares about its clients. They take the time to help with everything from navigating websites and filling out forms to offering clear guidance on in-service contributions. That level of patience and support makes a real difference. Thanks to th... read more
The excellent service begins the minute you crossed the threshold of their office. They greet you with professional respect, and are ready to serve whatever need is required regarding our financial security. We have placed our trust in their hands and they have shared with us a plan for a successful retirement life! They have far exceeded the expectations of the two prior financial advisors we had hired. We have been truly blessed by their financial expertise and truly feel that we are part of the Well Trac family :)
Avery has been great to work with. He listens to our concerns and has built out a retirement plan that allows me to sleep at night!
Frequently asked questions about Wealth Trac Financial
How is Wealth Trac Financial rated?
Wealth Trac Financial has a 5 star rating with 52 reviews.
When is Wealth Trac Financial open?
Wealth Trac Financial is closed now. It will open on Monday at 9:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com