Black Creek Wealth Management - Fleming Island, Florida

Okay, here’s a comprehensive overview of Black Creek Wealth Management, presented in a formal and helpful tone, designed to guide potential clients:

Introduction to Black Creek Wealth Management

Black Creek Wealth Management is a dedicated financial planning and investment service firm committed to providing personalized solutions for individuals seeking to achieve their long-term financial goals. Located in Fleming Island, Florida, the firm operates with a client-centric philosophy, prioritizing clear communication and building strong, trusting relationships. They offer a comprehensive suite of services designed to cater to diverse financial needs, ranging from initial consultations to ongoing portfolio management.

Location and Contact Information

The firm’s physical address is 2719 Shade Tree Dr, Fleming Island, FL 32003. For immediate contact, clients can reach them at 9042402930. You can also explore their services and resources further through their official website: blackcreekwm.com.

Services Offered: A Detailed Overview

Black Creek Wealth Management distinguishes itself by offering a range of specialized services, including:

Financial Planning: They assist clients in developing tailored strategies for retirement planning, education funding, estate planning, and overall financial security.
Financial Consulting: Their experienced consultants provide expert guidance on complex financial matters, helping clients make informed decisions.
Investment Company: Black Creek Wealth Management manages investment portfolios designed to align with individual risk tolerance and financial objectives. Investment services are a core component of their offerings.

Wheelchair Accessible Entrance: Ensuring ease of access for all clients.
Wheelchair Accessible Parking Lot & Restroom: Providing convenient and comfortable facilities.
Online Appointments: Offering flexible scheduling options for client convenience.

They also operate on an appointment basis, with appointments strongly recommended to ensure dedicated attention and a thorough assessment of individual needs.

Client Feedback and Reputation

Based on publicly available information, Black Creek Wealth Management consistently receives high praise. The company currently holds one review on Google My Business, with an impressive average rating of 5/5. This positive feedback suggests a focus on personalized service, transparent communication, and a genuine commitment to client success. It appears that clients appreciate a straightforward approach to financial matters and the feeling of being treated as valued individuals, not just account numbers.

Key Characteristics & Why Consider Black Creek Wealth Management

It’s evident that Black Creek Wealth Management prioritizes clarity and a human touch within the often-complex world of finance. The firm’s dedication to accessibility and a client-first approach, coupled with their expertise in financial planning and investment management, makes them a compelling option for those seeking professional guidance.

Final Recommendation

For individuals seeking a reliable and client-focused wealth management firm, Black Creek Wealth Management presents a strong recommendation. We encourage prospective clients to visit their website at blackcreekwm.com to schedule an initial consultation and explore how their services can contribute to achieving your financial aspirations.

👍 Reviews of Black Creek Wealth Management

Marcus G.

5/5

Investing has always seemed like a weird game that sometimes makes sense. However, that confusion was made clear by working with Black Creek Wealth Management. Cory made it very simple for me to get started. The best part of the process is that Cory treats me like a person and is straight-forward when addressing any of my questions or concerns.