Backshore Wealth Management Group of Sullivan and Associates - Williston, Vermont
Address: 92 Zephyr Rd, Williston, VT 05495, United States.
Phone: 8026622760.
Website: backshorewealth.com
Specialties: Investment service, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Backshore Wealth Management Group of Sullivan and Associates
Backshore Wealth Management Group of Sullivan and Associates: A Trusted Financial Partner
Backshore Wealth Management Group, operating under the esteemed Sullivan and Associates brand, presents itself as a dedicated investment service and financial consultant firm committed to providing comprehensive and personalized financial solutions. Located at 92 Zephyr Rd, Williston, VT 05495, United States, the firm offers a stable and accessible environment for clients seeking expert guidance in navigating the complexities of wealth management.
Location and Accessibility
The firm’s physical address at 92 Zephyr Rd in Williston, Vermont, offers a convenient location for clients in the region. Notably, Backshore Wealth Management Group prioritizes accessibility, boasting a wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring that individuals with mobility challenges can readily access their services. This commitment to inclusivity demonstrates a genuine dedication to serving a broad client base.
Services Offered
Backshore Wealth Management Group specializes in a range of financial services designed to meet the diverse needs of their clientele. While specifics require direct consultation, their core offerings likely encompass:
- Investment Management: Crafting and implementing investment strategies tailored to individual risk tolerance, financial goals, and time horizons.
- Retirement Planning: Developing comprehensive retirement plans to secure a comfortable and financially stable future.
- Estate Planning: Providing guidance on estate planning strategies to ensure assets are distributed according to client wishes and to minimize potential tax liabilities.
- Financial Planning: Offering holistic financial planning services, including budgeting, debt management, and insurance analysis.
The firm’s approach appears to be centered on building long-term relationships with clients, fostering trust and transparency throughout the entire process. The consistent positive feedback regarding their professionalism and responsibility strongly suggests a client-focused philosophy.
Client Feedback and Reputation
Currently, Backshore Wealth Management Group has garnered a strong reputation based on the available client reviews. A notable observation is the overwhelming positive sentiment expressed on Google My Business, with one (and repeatedly stated) assessment highlighting the group’s professional and responsible group of people. This consistent praise underscores a commitment to ethical conduct, diligent service, and a genuine concern for client well-being. The average opinion of 5/5 reflects a high level of client satisfaction, indicating a strong ability to meet and exceed expectations. The standard of service seems to be exceptionally high, driven by a team dedicated to providing thoughtful and strategic financial advice.
Contact Information
For inquiries or to schedule a consultation, clients can reach Backshore Wealth Management Group at their dedicated phone number: 8026622760. Further details, including comprehensive information about their services and team members, can be found on their website: backshorewealth.com. The website provides a valuable resource for prospective clients seeking to learn more about the firm’s approach and expertise.
Key Features and Benefits
- Experienced Professionals: The firm’s dedication to employing knowledgeable and experienced financial consultants is a cornerstone of their success.
- Personalized Service: Clients benefit from receiving tailored financial advice designed to align with their unique circumstances and objectives.
- Accessibility: The firm’s commitment to accessibility ensures that individuals with mobility challenges can confidently engage their services.
- Strong Reputation: The consistently positive client feedback reflects a reputable and trustworthy organization.
In essence, Backshore Wealth Management Group of Sullivan and Associates presents a compelling option for individuals and families seeking a reliable and professional partner to help them achieve their financial goals. Their commitment to accessibility, combined with their proven track record of success and positive client testimonials, positions them as a respected player in the investment service landscape.
👍 Reviews of Backshore Wealth Management Group of Sullivan and Associates
