Royal Fund Management - The Villages, Florida

Overview of Royal Fund Management

Royal Fund Management, situated at 1515 Buenos Aires Blvd, The Villages, FL 32159, stands out as a distinguished investment and financial consultancy service provider. With a strong online presence through their website royalfundmanagement.com, this firm offers tailored investment services and expert financial consulting to its clients. Accessibility and customer comfort are at the core of their service philosophy, as evidenced by their wheelchair-accessible entrance and parking lot, making their services welcoming for everyone.

Key Features

• Investment Services: Specializing in investment management, Royal Fund Management ensures that clients' assets grow in line with their financial goals.
• Financial Consulting: Offering expert advice tailored to individual clients' needs, their consultants are committed to guiding clients through the complex world of finance.
• Accessibility: The office is fully accessible, including wheelchair access, demonstrating their commitment to inclusivity.
• Appointment Required: Understanding the importance of personalized service, they require appointments to ensure clients receive the attention they deserve.

Contact Information

Customer Opinions

The company boasts 9 reviews on Google My Business, with an impressive average rating of 4.6/5. Reviews highlight the personable and family-like atmosphere fostered by Kelley Pyles and the Royal Funds Team. Clients appreciate the company's growth, evidenced by the opening of a second office, signaling success and expanding services.

Recommendations for Potential Clients

For those considering investment services or seeking financial consultation, Royal Fund Management presents a compelling option. Their focus on client comfort, coupled with their expertise in investment strategies, positions them as a trusted partner in your financial journey. Here are some steps to get started:

- Schedule an Appointment: Given their policy, securing a time slot is essential to ensure personalized service.
- Explore Their Services: Visit their website to learn more about the specific investment and consulting services they offer.
- Consider Their Location: While their location in The Villages may limit physical visits, their commitment to online engagement and accessibility makes them a viable choice for clients across the region.
- Read More Reviews: To gain deeper insights, browsing through more reviews on Google My Business can provide additional perspectives on their service quality and client satisfaction.

👍 Reviews of Royal Fund Management

Gary

5/5

"Kelley Pyles is Great and personable along with the whole Royal Funds Team. A family atmosphere. Trust my responses. Feel comfortable that we are up on the latest strategies. They are experiencing their own growth with the second office which also shows success."

Stu H.

5/5

I cannot say enough GREAT things about Kelley C. Pyles! Kelley was my parents’ CFP for about 20 years. They trusted her advice and guidance with their finances from day one. After my Dad passed, I got more involved with our family trust and was introduced to Kelley. Kelley was a blessing in helping my Mom (and me) with managing her finances. My Mom recently passed and Kelley was not only compassionate and supportive during this time, but she made sure that my brothers and I were completely up to speed on our parents’ finances. We will continue to work with Kelley going forward. We have 100% faith in her and we know she will always have our best interests at heart. Kelley is a true gem of a CFP and as a human being. There is no one better!

David L.

5/5

Have been an independent representative with Royal Fund Management since 2010. To date, their Customer First high level of support and service has enabled me to retain over 95% of clients they service for me.

Greg R.

5/5

They are all very Knowledgeable. I always get my questions answered and they are always glad to be helpful. I thoroughly enjoy dealing with everyone at Royal Fund Management.

Steve S.

1/5

Liliana Citron De Lara isn't qualified and there's nothing wrong with somebody who can admit that and learn from it but that is not the case with her. I would not trust her with one red cent.

Ginny P.

5/5

I'm certain whoever gave that bad review was confused because there is no one at Royal Fund with that name. We've been with them for over 12 years and what they have done for us is outstanding!!

Jonathan J.

5/5

Client First is very accurate.

Monica G.

5/5