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Base Wealth Management: Financial Advisors
43.21
43.21
Overview
Base Wealth Management is a fee-based financial planning firm headquartered in Lakewood Ranch, FL that puts client interests first.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Free parking lot
Onsite services
On-site parking
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Base Wealth Management is a great place to get expert financial advice. Their team, led by Dan, is knowledgeable and takes the time to understand each client's unique financial situation and goals. They offer a range of services, including investment strategies and retirement planning, and are always available to answer questions and provide guidance. The office is conveniently located in Lakewood Ranch, with easy parking and a wheelchair-accessible entrance. Their website is easy to navigate and provides a wealth of information on their services and team.The staff is professional, friendly, and personable, making the experience feel very personalized. They are also very responsive to emails and phone calls, which is a big plus. One area for improvement would be to have more flexible working hours, as the office is only open Monday through Friday from 9am to 5pm, which may not be ideal for those with non-traditional work schedules.Overall, Base Wealth Management is a great choice for anyone looking for expert financial advice and guidance. With their knowledgeable team, convenient location, and personalized service, they are a great resource for anyone looking to plan for the future and achieve their financial goals.
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