Targeted Wealth Solutions LLC - Colorado Springs, Colorado

Overview of Targeted Wealth Solutions LLC

Located at 1755 Telstar Dr #300, Colorado Springs, CO 80920, United States, Targeted Wealth Solutions LLC stands out as a noteworthy entity in the financial planning industry. With a veteran-owned company that prides itself on accessibility and customer service, Targeted Wealth Solutions offers a range of financial planning services tailored to meet individual needs. Their phone number 3038008179 ensures potential clients can reach out effortlessly. For those eager to learn more, their website targetedwealthsolutions.com provides an extensive resource for understanding their services and approach.

Key Features and Accessibility

- Specialties: Known primarily for financial planning, Targeted Wealth Solutions offers expert advice to help clients manage their finances effectively.
- Accessibility: The company takes pride in being wheelchair-accessible, with a car park, entrance, and toilets designed to accommodate all visitors. This commitment to inclusivity ensures a comfortable experience for everyone.
- Appointments Recommended: While walk-ins are welcome, it's advised to schedule appointments for a more personalized experience.

Customer Insights

Based on reviews on Google My Business, Targeted Wealth Solutions has garnered a stellar average opinion of 5/5 from just one review. This high rating suggests a company that not only delivers on its promises but also excels in customer satisfaction. Although reviews are limited, the positive feedback indicates a strong foundation for trust and reliability in their services.

Recommendations for Potential Clients

- Contact Information: For those interested in exploring their financial planning services, the company's phone number and website are the first steps towards potential prosperity.
- Considerations: Given the high rating and accessibility features, potential clients, especially those in the Colorado Springs area or seeking veteran-owned businesses, should consider reaching out.
- Appointment Guidance: Given the recommendation to schedule appointments, interested parties should contact Targeted Wealth Solutions LLC via their provided contact methods to discuss how they can help achieve financial goals.

👍 Reviews of Targeted Wealth Solutions LLC

Ryan J.

5/5

I self manage our portfolio. I contacted Targeted Wealth because I wanted a fee only advisor to review our portfolio and investment plan to make sure everything was reasonable and see if we were missing anything.
Ryan Scheibe was our FA and he was excellent. For a very reasonable 1 time fee he reviewed our entire portfolio and gave very helpful suggestions and insight. There were no sales tactics, no attempts to sign us up for annual contracts, just a solid and thorough review. He even gave retirement projections for us based on our current plan. I'm tweaking our plan according to his review and we're very happy we scheduled with him.

100% would use them again.