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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 |
We’ve been really pleased with the advice and services we’ve received from Wealth Trac Financial. They have the skills and experience we rely on to manage our investment/retirement plans. Kurt’s road map is a clear and effective method to keep us on track. No upsell of other services or double talk. We feel like we’re in good hands.
Best in the business
Kurt is very knowledgeable and gets good results. Very helpful to us.
Wealth Trac has been managing my financial assets since 2018. I've maintained Investment Accounts since 1977 when I started my legal career. At Wealth Trac, they continuously review and update my portfolio using strategies that I have approved. I really like being kept in the loop. I can call any time with questions or suggestions and I can participate in Zoom! Conferences where Kurt addresses important legislative or regulatory changes that affect our portfolios. Although my portfolio is relatively small, the friendly staff... read more
Over five years ago we attended a retirement planning series hosted by Kurt Fillmore of Wealth Trac. His knowledge and demeanor intrigued us and led to an initial meeting. We mutually agreed to try working together and we moved part of our investments to Kurt to manage. In subsequent years, we have moved most of our investments to Wealth Trac. Kurt is not a high-pressure financial planner but rather he actively listens to our goals and risk tolerances and then works together with us to position us for the best chance for fut... read more
Frequently asked questions about Wealth Trac Financial
How is Wealth Trac Financial rated?
Wealth Trac Financial has a 5 star rating with 32 reviews.
When is Wealth Trac Financial open?
Wealth Trac Financial is closed now. It will open tomorrow at 9:00 a.m.
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