Integrity Capital Wealth Management - Rogers, Arkansas

Integrity Capital Wealth Management stands as a dedicated financial planning firm committed to providing comprehensive and personalized solutions for individuals and families. Located at Address: 593 S Horsebarn Rd # 203, Rogers, AR 72758, United States, Integrity Capital prioritizes building long-term relationships based on trust and transparency. Their commitment to client success is evident in their responsive approach and meticulous attention to detail. A readily accessible phone number is available at Phone: 4798788125, and prospective clients can explore their services and resources further on their website: Website: integritycapital.com.

Core Services and Specializations

The firm specializes primarily as a Financial Planner, offering a wide range of services designed to meet diverse financial goals. These services typically encompass retirement planning, investment management, education funding, estate planning, and insurance analysis. They assist clients in developing a holistic financial strategy, taking into account their current situation, risk tolerance, and long-term objectives. A key aspect of their approach is helping clients understand and manage their finances effectively, ultimately aiming to secure their financial future. Furthermore, they provide valuable tax preparation services, streamlining the process for their clients and ensuring adherence to all relevant regulations. This integrated service offering demonstrates their commitment to being a ‘one-stop-shop’ for many financial needs.

Accessibility and Client Experience

Integrity Capital Wealth Management recognizes the importance of accessibility and strives to provide a comfortable and convenient experience for all clients. The office location is equipped with wheelchair-accessible car park and a wheelchair-accessible entrance, ensuring inclusivity for individuals with mobility challenges. For added convenience, a wheelchair-accessible toilet is also available. The firm recommends making appointments in advance to guarantee personalized attention and efficient service. They understand that clients’ lives can be busy, and they proactively reach out when assistance is needed, demonstrating a commitment to staying connected and facilitating timely action. The team, led by professionals like Lloyd Du Preez, consistently demonstrates patience and a detailed understanding of client needs, ensuring that complex financial concepts are explained clearly and concisely. This dedication to responsiveness is a recurring theme in client feedback.

Client Feedback and Reputation

Based on publicly available information, Integrity Capital Wealth Management has garnered a positive reputation within the Rogers, Arkansas community. Currently, the company boasts 3 reviews on Google My Business, with an average rating of 4.3/5. These reviews consistently highlight the firm’s knowledge, personable approach, and dedication to client satisfaction. Clients often commend the team’s willingness to answer questions thoroughly and address concerns with clarity. Several reviews specifically mention the assistance provided in organizing financial records and developing comprehensive financial plans, suggesting a strong focus on strategic planning and goal setting. The consistent praise for Lloyd Du Preez underscores the value placed on individual client relationships and personalized service. It's clear that Integrity Capital strives to provide not just financial advice, but also a supportive and understanding partnership.

Key Features and Considerations

• Comprehensive Financial Planning: Services range from retirement to estate planning.
• Personalized Approach: Tailored strategies based on individual client needs.
• Responsive Service: Proactive communication and follow-up.
• Accessibility: Wheelchair accessible facilities and parking.
• Tax Preparation Services: Integrated support for tax-related matters.

In essence, Integrity Capital Wealth Management presents itself as a reliable and client-focused financial planning firm. Their commitment to accessibility, combined with their expertise and dedication to personalized service, positions them as a valuable resource for individuals seeking to achieve their financial goals. The positive client feedback strongly suggests a strong foundation of trust and satisfaction, making them a noteworthy option for those seeking professional financial guidance in Rogers, Arkansas and beyond. The firm’s proactive nature, exemplified by their follow-up when client input is required, further reinforces their commitment to building long-lasting relationships. The combination of accessibility features and a knowledgeable team creates a welcoming and supportive environment for clients of all backgrounds.

👍 Reviews of Integrity Capital Wealth Management

Chad L.

5/5

Have been very pleased with the services Integrity Capital has provided for us. We have only worked with Lloyd Du Preez and have always found him to be quite patient and detailed for us. He is very responsive and does a great job chasing us down when life gets busy and he needs our input or action. Really appreciate him and Integrity Capital in Rogers, Arkansas!

Courtney K.

5/5

Brandon and his staff are knowledgeable and personable. They take time to answer all my questions and concerns clearly. They have really helped us get our financial records/plans in order! Plus they offer tax preparation services too.

Jeannete M.

3/5