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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 have been so happy with Kurt and the WealthTrac team with all their help, education, advice and support for the last 8 years. We attended their retirement classes in 2017 and have been clients ever since. Highly recommend them in all aspects of financial planning!
I switched to WealthTrac after frustration and frequent disconnects between me and my prior financial advisors. Kurt, Erika, Avery, Neil, Marcea, Dominique, all are responsive and personal in understanding my goals and needs as a retired surgeon. No silly sales pitches, no hollow promises, no extravagant predictions. I get solid advice, sound information, and a comprehensive strategy customized to my personal circumstances. I could not be more satisfied with the work the WealthTrac team has done for me and my family.
My husband and I went to a class that Kurt provided back in 2022. I was with another financial planner at the time and was growing concerned that he wasn’t doing all he could do for me as I approached retirement. After attending Kurt’s class, my husband and I decided to go in for a consultation and ultimately I switched over my funds with Wealth Trac. I am very pleased with the services that they have provided for myself and my husband who retired recently. Avery is our Wealth management advisor, he is very knowledgeable and... read more
We have been working with WealthTrac for many years. They are always extremely responsive to any questions or concerns regarding the market. They have worked with us very closely to make sure our portfolio reflects our goals and risk tolerance. They have brought up many great opportunities that I don’t think we would’ve been aware of if we hadn’t been working with them directly. They are also very knowledgeable about the tax impact of using specific investments and the best timing based on this. They have provided the guidan... read more
Frequently asked questions about Wealth Trac Financial
How is Wealth Trac Financial rated?
Wealth Trac Financial has a 5 star rating with 24 reviews.
When is Wealth Trac Financial open?
Wealth Trac Financial is closed now. It will open on Monday at 9:00 a.m.
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