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 |
I met Kurt at an educational session several years ago after a recent divorce and a lot of concern about my financial future. I had a follow up meeting and met Avery. Thanks to Avery I have learned a ton and I’m much more comfortable about my financial future and that stress reduction is worth more than I can say. Thank you to Avery, Kurt and everyone at Wealth Trac for helping people like me!
This is the place to be if you want investment and retirement strategies that look at your whole financial picture and do what's best for you. They ask the questions you didn't know you needed to ask, find solutions to problems you have and map out a plan that eases the burden of wondering and worrying about the future. Best of all, they are fun, happy people you'll want to spend time with.
Kurt and his team are the consummate professionals. My wife and I would highly recommend him and the WealthTrac team.
Kurt and everyone (Avery, Dominique, and Eric) at Wealth Trac we have worked with have been great. Since we met Kurt at a Community Outreach event at Seaholm High School, it has been very exciting to see our retirement savings grow and knowing that the team at Wealth Trac is handling this has been one less than to worry about. The frequent communications and knowing they are only an email/phone call away if we have a question is very reassuring during the occasionally turbulent times that we have all experienced in the finan... read more
Frequently asked questions about Wealth Trac Financial
How is Wealth Trac Financial rated?
Wealth Trac Financial has a 5 star rating with 43 reviews.
When is Wealth Trac Financial open?
Wealth Trac Financial is closed now. It will open 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