Butera Wealth Management - Bethesda, Maryland

Address: 6701 Democracy Blvd Suite 120, Bethesda, MD 20817.
Phone: 2408550424.
Website: buterawealth.lpl.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Butera Wealth Management

Butera Wealth Management 6701 Democracy Blvd Suite 120, Bethesda, MD 20817

☎️2408550424

Okay, here’s a comprehensive overview of Butera Wealth Management, presented in a formal and helpful tone, formatted with

👍 Reviews of Butera Wealth Management

Butera Wealth Management - Bethesda, Maryland

Steven H.

5/5

I have trusted Scott Butera with my investments for over 20 years. From our first meeting he treated me with respect and courtesy and gave me the confidence to trust him with my retirement portfolio. It has been a rewarding journey to watch my investments grow under Scott's management. I have always felt that Butera Wealth does not provide a one-size-fits all approach to wealth management, but rather that they treat me as an individual and take into account my goals as well as my comfort level with risk. I have recommended Butera Wealth to many friends and will continue to trust Scott to manage my investments.

Amy W.

5/5

I can’t say enough great things about Scott Butera and LPL Financial. We have been his client since 2007 — he has helped us weather many financial ups and down. We have done super well with our investments under his stewardship. Segueing to LPL Financial a few years ago has gone very smoothly. As we begin thinking about retirement next year we know Scott will make sure we have many happy years ahead, enjoying the results of many years of saving and investing!

Lauren B.

5/5

Butera Wealth Management has been an extremely valuable asset to helping my family manage our funds and retirement plan! Scott’s experience with breaking it down for the lay person is very helpful in helping us to understand what we need to do to be prepared for the next phase of our lives asking important questions such as,”do we plan a downsize?”, “Do we plan to move?” “Do we plan to vacation and travel?” Do you plan to purchase a vacation home?,” etc.

We also like the program that Butera Wealth Management uses as it is very interactive and shows the changes on a sliding scale! We’ve been using Scott Butera‘s knowledge and expertise for many many years and will continue to use his company moving forward as well as recommend his company to anybody that we come across !

Rebecca A.

5/5

I love LPL Financial. Scott Butera has been my advisor for years. After my husband died I have completely relied on him to maneuver me through many things I never had to deal with. My earnings are doing the best ever particularly in this environment. I trust Scott with my entire portfolio! I highly recommend LPL and Scott.

Lauren A.

5/5

Scott is very personable, responsive, and just a great guy to work with. He understands the financial capabilities of differing clients' needs. Thank you!