Context Wealth Advisors - Campbell, California

Context Wealth Advisors es una empresa de asesoramiento financiero con sede en Campbell, California, Estados Unidos. La empresa se encuentra ubicada en la dirección 1901 S Bascom Ave suite 1500, Campbell, CA 95008, United States.

Para contactar a Context Wealth Advisors, puede llamar al teléfono 4089053000 o visitar su sitio web en contextwealth.com.

Especialidades

Context Wealth Advisors ofrece servicios de asesoramiento financiero, con especialización en planificación financiera.

Características

• Experiencia de más de cuatro años en planificación financiera
• Comunicación efectiva y escucha activa
• Análisis y recomendaciones personalizadas
• Guía y apoyo en la toma de decisiones financieras

Ubicación

La empresa se encuentra ubicada en 1901 S Bascom Ave suite 1500, Campbell, CA 95008, United States.

Otras características

• Acceso a estacionamiento con rampa de acceso para sillas de ruedas
• Acceso a la entrada principal con rampa de acceso para sillas de ruedas
• Acceso a la toiletas con rampa de acceso para sillas de ruedas
• Recomendación de citas previas

Opiniones

Context Wealth Advisors ha recibido 5 revisiónes en Google My Business, con una media de opinión de 5/5.

Los clientes han destacado la experiencia y la profesionalidad del equipo de asesoramiento financiero, así como la capacidad de la empresa para adaptarse a las necesidades individuales de cada cliente.

Opiniones destacadas

Un cliente ha expresado su gratitud por la guía y el apoyo que ha recibido de Chris Duke, uno de los asesores financieros de la empresa. Ha destacado la capacidad de Duke para escuchar sus necesidades y proporcionar recomendaciones personalizadas.

Un otro cliente ha destacado la experiencia y la profesionalidad de Chris Duke, quien ha sido su asesor financiero durante cuatro años. Ha expresado su satisfacción con la forma en que Duke ha ayudado a planificar sus finanzas y a alcanzar sus objetivos.

👍 Reviews of Context Wealth Advisors

Dee K. R.

5/5

We have been with Chris Duke for the past four years and we feel very fortunate to have him in our corner. He is an excellent communicator and an even better listener. What I appreciate the most is that he always listens to what I am trying to accomplish and always provides sound advice with different options to achieve what I am after. He also always takes the time to make sure I understand things completely. Now that I am retired, his services are invaluable. With limited income, I need expert guidance and I am so thankful to have Chris for that.

Lynn O.

5/5

For over ten years, Chris Duke has been an invaluable member of our business AND our personal team. His advice and support has been of such quality, that I would never dream of another financial service. Whenever I have had a need or just a simple question, Chris has responded almost immediately and has always had the answer. We have had many financial advisors (we are near retirement), and Chris Duke has definitely been the best.

Patti M.

5/5

We have worked with Chris for more than 10 years and have the utmost confidence in his ability to plan for our retirement and manage our finances in an honest and ethical manner. He is a pleasure to work with and always has our best interests at heart. Chris spends as much time with us as we need, never making us feel rushed. He will answer our dozens of questions and makes sure that we fully understand the answers. He gives us his best advice, but also presents all of the options and takes into account our risk tolerance at any given time. We always feel like a team with shared goals and that's important.

Robin R.

5/5

I love Chris. He is a great friend and a great Financial advisor. He has really found his calling in life. His staff is top notch and does not miss a beat. I feel blessed to have him in my life personally and professionally.

Jennifer M.

5/5

I have worked with Chris Duke for several years and have been very pleased with the results! I find he and his staff to be responsive with thoughtful answers and also thorough in my investment interests.