This profile has not been claimed by the business owner or representative.
Claim this business 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 |
My wife and I are very pleased to have Kurt, Erika and their team at Wealth Trac as our financial planners. Prior to retirement, we heard Kurt speak at the local high school. His presentation was thorough and low key, no fancy dinner or panel of suits hawking their wares, (unlike what we had experienced over the previous 30 years.) We were impressed with his sincerity and knowledge of the backstory of hidden fees behind typical mutual funds and other forms of investment. Since moving our retirement savings over to Wealth Tra... read more
I am very happy with Avery. Very helpful to me to build my Income Management Plan. I recommend Wealthtrac to everyone.
Kurt & Erika and the team at Wealth Trac financial have been managing our portfolio since 2008. In that time the Wealth Trac team has grown our portfolio in a manner that has allowed us to have a comfortable income in retirement, take vacations to far off lands, and plan and execute financial decisions that allow us to prepare for our future into our 90's and beyond. All of the people that I deal with at Wealth Trac are Professional and Knowledgeable in the dealing with financial details of our portfolio, and are respectful ... read more
Could not have asked for more from a Financial Advisor/Group. From Kurt on down, every person my wife and I have dealt with have been outstanding. Results have been great and we could not be more pleased or comfortable with our choice to use Wealth Trac Financial
Frequently asked questions about Wealth Trac Financial
How is Wealth Trac Financial rated?
Wealth Trac Financial has a 5 star rating with 9 reviews.
When is Wealth Trac Financial open?
Wealth Trac Financial is open now. It will close at 5:00 p.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com