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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 |
Wealth Trac Financial services has been managing our portfolio since 2018CY after retiring. Prior to this my friend and I managed our own portfolio’s successfully and that made it a difficult decision to turn over our life’s savings over to someone we barely knew. Kurt Fillmore President and CEO made my wife and I feel comfortable and we signed over our portfolio to him a very important step in our life time to preserve and protect my wife and family. The primary reason for doing this find someone I could trust and help grow... read more
A fiduciary before being a fiduciary was cool.
As a client of Wealth Trac for 7+ years I have always been impressed with Kurt's level of financial knowledge and his ability to turn that knowledge into positive results year after year.
Frequently asked questions about Wealth Trac Financial
How is Wealth Trac Financial rated?
Wealth Trac Financial has a 5 star rating with 4 reviews.
When is Wealth Trac Financial open?
Wealth Trac Financial is open now. It will close at 5:00 p.m.
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