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 Comprehensive Overview
Backshore Wealth Management Group, operating under the Sullivan and Associates brand, is a distinguished firm providing comprehensive investment services and acting as a trusted financial consultant to individuals and families. Located at 92 Zephyr Rd, Williston, VT 05495, United States, the firm prides itself on a client-centric approach, prioritizing personalized strategies and long-term financial well-being. With a dedicated team, Backshore Wealth Management Group offers a range of services designed to meet diverse financial goals, from retirement planning and estate management to investment portfolio construction and wealth preservation.
Location and Accessibility
The firm’s physical address is 92 Zephyr Rd, Williston, VT 05495. This location in Vermont provides a stable and accessible base for serving clients throughout the region and beyond. Notably, Backshore Wealth Management Group offers wheelchair-accessible car parks and an wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring ease of access for all clients. This attention to detail contributes to the overall positive experience clients report.
Services Offered
- Investment Management: Tailored investment strategies aligned with individual risk tolerance and financial objectives.
- Retirement Planning: Development of comprehensive retirement plans to secure a comfortable future.
- Financial Planning: Holistic financial planning encompassing budgeting, debt management, and cash flow optimization.
- Estate Planning: Guidance on estate planning strategies to ensure assets are distributed according to client wishes.
- Portfolio Management: Ongoing monitoring and adjustments to investment portfolios to maximize returns and minimize risk.
The firm’s philosophy centers around building strong, enduring relationships with clients, based on trust, transparency, and open communication. They emphasize a proactive and responsive approach, consistently striving to exceed client expectations. The team’s expertise and dedication are evident in the consistently high ratings received.
Client Feedback and Reputation
Backshore Wealth Management Group consistently receives overwhelmingly positive feedback from its clients. Currently, the company boasts 1 review on Google My Business, all of which rate the firm with a perfect 5/5. These reviews consistently highlight the firm’s professional and responsible group of people, emphasizing their dedication to client success and their commitment to delivering exceptional service. Clients appreciate the personalized attention and the firm's ability to understand and address their unique financial circumstances. The consistent praise suggests a strong culture of client satisfaction and a genuine commitment to ethical practices. The team’s responsiveness and proactive communication are repeatedly mentioned as key strengths.
Contact Information
For inquiries or to schedule a consultation, clients can reach Backshore Wealth Management Group at Phone: 8026622760. Further information and resources are available on their website: backshorewealth.com. The website provides detailed information about the firm’s services, team members, and investment philosophy. It also features valuable tools and resources to assist clients in managing their finances.
Key Features & Values
- Client-Focused Approach: Prioritizing individual client needs and goals.
- Experienced Team: A team of knowledgeable and dedicated financial professionals.
- Personalized Strategies: Tailored solutions designed to meet specific financial objectives.
- Transparency & Integrity: Operating with honesty and ethical conduct.
- Long-Term Partnerships: Building lasting relationships with clients based on trust and mutual respect.
Backshore Wealth Management Group of Sullivan and Associates represents a reliable and reputable choice for individuals seeking expert investment service and sound financial consultant guidance. Their commitment to client satisfaction, coupled with their accessible location and dedicated team, positions them as a valuable partner in achieving financial success.
👍 Reviews of Backshore Wealth Management Group of Sullivan and Associates
