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 as part of Sullivan and Associates, stands as a dedicated provider of investment services and financial consultation. Situated at 92 Zephyr Rd, Williston, VT 05495, United States, the firm offers a personalized approach to wealth management, catering to clients seeking strategic guidance and robust portfolio solutions. Their commitment to client success is evident in their consistently high ratings and the overwhelmingly positive feedback received.
Location and Accessibility
The firm’s physical location at 92 Zephyr Rd in Williston, Vermont, provides a convenient and professional setting for client meetings. It's important to note that Backshore Wealth Management Group prioritizes accessibility, offering a wheelchair-accessible car park and an wheelchair-accessible entrance, ensuring inclusivity for all clients. This commitment to physical accessibility underscores their dedication to providing a comfortable and welcoming environment.
Specialties and Services
Backshore Wealth Management Group specializes in a range of financial services designed to meet diverse client needs. These services include, but are not limited to:
- Investment Management: Developing and implementing tailored investment strategies based on individual goals, risk tolerance, and time horizons.
- Financial Planning: Creating comprehensive financial plans encompassing retirement planning, estate planning, education funding, and tax optimization.
- Portfolio Management: Continuously monitoring and adjusting investment portfolios to maintain alignment with client objectives.
- Retirement Planning: Providing strategies and tools to help clients achieve their retirement goals.
- Estate Planning: Assisting clients in developing strategies to protect and transfer their assets.
The firm’s operational philosophy centers around building long-term relationships based on trust, transparency, and a deep understanding of each client’s unique circumstances. They prioritize proactive communication and regularly update clients on their portfolio performance and market developments.
Client Feedback and Reputation
The Average opinion: 5/5 reflects the exceptional service and expertise consistently delivered by Backshore Wealth Management Group. The company maintains one review on Google My Business, and the overwhelming sentiment expressed is one of professionalism and responsibility. Clients consistently commend the group for their professional and responsible group of people and their dedication to achieving client financial goals. This positive reputation is a testament to their commitment to ethical practices and client satisfaction. The consistent praise highlights their reliability and trustworthiness within the financial services industry. They appear to foster a culture of accountability and a genuine concern for their clients’ well-being.
Website and Contact Information
For more detailed information about Backshore Wealth Management Group’s services and investment philosophy, please visit their website: backshorewealth.com. Alternatively, you can contact them directly at Phone: 8026622760.
Key Features Summarized
| Feature | Description |
|---|---|
| Location | 92 Zephyr Rd, Williston, VT 05495 |
| Phone | 8026622760 |
| Website | backshorewealth.com |
| Specialties | Investment Service, Financial Consultant |
| Accessibility | Wheelchair Accessible Car Park & Entrance |
In essence, Backshore Wealth Management Group of Sullivan and Associates presents itself as a dependable and client-focused firm dedicated to providing comprehensive financial solutions. Their commitment to accessibility, coupled with overwhelmingly positive client feedback, establishes them as a noteworthy player in the wealth management landscape.
👍 Reviews of Backshore Wealth Management Group of Sullivan and Associates
