Tailored Wealth - Fairfield, Connecticut

Address: 3135 Easton Turnpike, Fairfield, CT 06825.
Phone: 2034395905.
Website: yourtailoredwealth.com
Specialties: Financial planner.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Tailored Wealth

☎️2034395905

⏰ Open Hours of Tailored Wealth

Monday: 8 AM–8 PM
Tuesday: 8 AM–8 PM
Wednesday: 8 AM–8 PM
Thursday: 8 AM–8 PM
Friday: 8 AM–8 PM
Saturday: Closed
Sunday: Closed

Tailored Wealth, located at Address: 3135 Easton Turnpike, Fairfield, CT 06825, is a financial planning firm dedicated to helping individuals and families achieve their financial goals. With a phone number: 2034395905, and a website: yourtailoredwealth.com, this company provides expert financial advice and services.

Their specialties include financial planning, and they offer a range of services tailored to meet the unique needs of each client. With a focus on building long-term relationships, Tailored Wealth provides personalized solutions that help clients achieve their financial goals.

One of the key features of Tailored Wealth is their commitment to accessibility. They offer online appointments, making it easy for clients to schedule consultations from the comfort of their own homes. Additionally, they offer onsite services, with a wheelchair accessible entrance, wheelchair accessible parking lot, and wheelchair accessible restroom, ensuring that all clients have equal access to their services.

Other points of interest include their restroom facilities and the recommendation to make appointments. With 19 reviews on Google My Business, Tailored Wealth has an average opinion: 5/5, reflecting their commitment to providing exceptional service to their clients.

👍 Reviews of Tailored Wealth

Tailored Wealth - Fairfield, Connecticut

Michael S.

5/5

My wife and I recently started working with Dan & Rich at Tailored Cents and I couldn't be more impressed with their service. From introduction to onboarding, they took the time to thoroughly understand our financial goals and provided clear, personalized guidance to help us plan for the future. They explained complex concepts in a way that was easy to understand and made me feel confident in the strategy we've built together.

The level of professionalism, attention to detail, and responsiveness has been exceptional so far. Both Dan & Rich are always available to answer questions and offer insightful advice that aligns with our financial needs. I'm looking forward to continuing to work together and would highly recommend them to anyone looking for expert financial advice!

Tiffany M.

5/5

Rich from Tailored Cents has been a pleasure to work with over the years. He takes my longterm goals into consideration when working with my investment accounts. He also has no problem answering my questions & educating me along the way. Thank you, Rich!!

Matthew R.

5/5

Richard Wolf has done an amazing job guiding me and managing my interests. I’m very grateful for him and the firm.

Karen F.

5/5

Rich is awesome! Always talks us in off the ledge and let's us know we will be fine, especially in these times of political divide.

Daniel C.

5/5

Dan and Rich are knowledgeable, responsive, and trustworthy. We look forward to continuing our work with them.

Paul H.

5/5

They are very thorough and explain everything completely in laymen's terms so you have no questions

David B.

5/5

Tailored Cents provides me with expert service, knowledge and advice. I have been with them for one year and I’m pleased with the results. I definitely recommend their services.

Juliana D.

5/5

I was going through a job change and I was referred to Tailored Cents as job changes are something they specialize in (I work in fintech however when it comes to money management I needed an advisor on how to maximize my pay). Ease of business was fantastic as was their responsiveness. They went through a very thorough financial plan for me and understood my goals. I am very happy with the returns I am already seeing. I have since went on to refer 2 other people who also are very pleased.