Tampa Bay
WealthGen Advisors
45.25
45.25
Overview
Fee-only Wealth Management Firm in Sarasota, FL. Fintech, Financial Planning and analysis by Certified Financial Planner®. Investment management, fee-only retirement planning experts.
Features
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Onsite services
Appointments recommended
Online appointments
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Overall
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This location offers a range of financial services, including wealth management and financial planning. The staff, led by Ken Hargreaves and Shane Klemcke, are highly knowledgeable and personable. They take the time to get to know their clients and develop personalized plans to achieve their financial goals. The team is responsive and available to answer questions, and they have a patient and considerate approach to working with clients. The location is wheelchair accessible, and they offer both onsite and online services. However, one thing to note is that the location can be a bit tricky to find, with a rather generic address that may not stand out on a map. Despite this, the team's exceptional service and expertise make up for any minor drawbacks, and they are well worth considering for anyone in need of financial guidance.
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