Boardwalk Wealth Management - Financial Advising - Ann Arbor, Michigan

Overview of Boardwalk Wealth Management - Financial Advising

Boardwalk Wealth Management, located at 341 E Huron St Suite 3, Ann Arbor, MI 48104, stands out as a reputable financial advisory service in the Southeast Michigan area. With a comprehensive suite of financial services, this firm caters to a wide array of client needs, making it a go-to choice for anyone seeking to manage or grow their wealth. The contact details are readily available: for inquiries, you can reach them at 344760320 or visit their website at boardwalkwm.com.

Key Features and Services

- Specialties: Boardwalk Wealth Management boasts a team of experts specializing in various areas of finance including Financial Planning, Financial Advisory, Financial Consulting, and Investment Services. This diversity ensures tailored advice suited to individual client profiles and financial goals.

- Accessibility: The firm prides itself on its accessibility. Clients can schedule online appointments, benefit from onsite services, and enjoy a welcoming environment with a wheelchair accessible entrance, parking lot, and restrooms. This inclusivity ensures that everyone, regardless of physical ability, can access their expertise.

- Appointment Recommendations: To ensure quality service, the firm recommends scheduling appointments. This helps in managing client load effectively and ensures personalized attention.

Client Experience and Opinions

Boasting an impressive average opinion of 4.9/5 based on 21 reviews on Google My Business, Boardwalk Wealth Management has garnered a stellar reputation. Clients commend the firm's integrity, knowledge, and personalized approach. For instance, one client described their advisor, Fadi, as "trustworthy and knowledgeable" who treats clients "like family", offering "sound financial advice". Another appreciated the depth of their meeting, noting the time invested in understanding their approach and morals, indicating a high level of client care and comprehensive service.

Recommendations and Steps for Potential Clients

For anyone considering financial guidance, Boardwalk Wealth Management presents a compelling option. Here's what potential clients should keep in mind:

- Research: Explore their website to understand the breadth of services offered and to get acquainted with their team.
- Contact: Utilize their provided contact information to initiate a conversation or schedule an appointment. Given their emphasis on accessibility and personalized service, reaching out to discuss specific needs is highly recommended.
- Prepare: For your appointment, consider jotting down your financial goals, current status, and any questions you might have. This preparation can greatly enhance the effectiveness of your consultation.
- Embrace the Experience: Knowing the high rating and positive feedback, prospective clients can approach their first meeting with an open mind, ready to explore new avenues for financial success.

👍 Reviews of Boardwalk Wealth Management - Financial Advising

Ameen T.

5/5

Fadi is a trustworthy and knowledgeable financial advisor who treats clients like family. He consistently provides sound financial advice, and I look forward to continuing our relationship. I highly recommend him to anyone in Southeast Michigan!

Miles F.

5/5

Fadi is a fantastic financial advisor. I met with him for an interview. We discussed his business, his approach to being a financial advisor, and his morals. I got to know him during our one-hour interview. I would recommend him to anyone looking for a financial advisor who cares about you and not just making money off of you.

Rania A.

5/5

Fadi is a great advisor!
He provided me with clear insights on how things work and gave valuable financial advices. The thing he truly cares about is benefiting others. Thank you fadi!

Greg C.

5/5

Thank you, Fadi, for taking time out the other night to help us begin thinking more clearly about various IRA and 403b payout possibilities. We needed help, and you helped. That was kind of you. Thanks very much.

Jeff D.

5/5

Fadi was very knowledgeable and simplified investing and financial planning for me. He communicated everything clearly which was just what I needed. It has been a fantastic experience—I definitely suggest giving him a call.

Yerlin A. M.

5/5

Went in with many questions and Fadi was able to answer all of them with ease and provided a comprehensible plan. Superb customer service, vast knowledge of his practice, and extremely professional. 10/10! I will definitely be recommending him to all my family and friends :))

Moe H.

5/5

Fadi is very knowledgeable he broke down the process and helped me understand every step.
He’s extremely easy to talk to and very honest.
Whenever I have a question he’s only a phone call away. Always professional and helpful!
Would recommend to anyone looking for a financial advisor that takes his time and treats you like family!!!

ehab S.

5/5

Went to Boardwalk with little to no idea on how to organize and think about my portfolio. Fadi laid out a very clear plan, and walked me step by step through my options. Very excited to continue working with him and better understanding my financial options.