Intellicapital Advisors LLC - Ponte Vedra Beach, Florida

Overview of Intellicapital Advisors LLC

Intellicapital Advisors LLC, located at 4210 Valley Ridge Blvd Suite 130, Ponte Vedra Beach, FL 32081, stands out as a distinguished financial advisory firm. With a phone number 64381958 for immediate contact, this company offers a plethora of financial planning services tailored to meet individual client needs. Their accessibility includes online appointment scheduling, onsite services, and a fully wheelchair accessible facility. This inclusive approach ensures that clients, regardless of mobility, can receive personalized financial guidance.

Key Features and Services

• Financial Planning: As a Financial Planner, Intellicapital Advisors LLC specializes in crafting bespoke financial strategies aimed at enhancing clients' wealth and security.
• Online Appointments: The firm recognizes the convenience of modern scheduling, offering online appointment booking.
• Onsite Services: Clients can benefit from personalized consultations in a welcoming environment.
• Accessibility: The office is designed with accessibility in mind, featuring a wheelchair accessible entrance, parking lot, restroom, and seating, making it a welcoming space for all.
• Gender-Neutral Facilities: The inclusion of a gender-neutral restroom demonstrates the company's commitment to inclusivity.
• LGBTQ+ Friendly: Intellicapital Advisors LLC is LGBTQ+ friendly, ensuring a safe and respectful environment for all clients.

Reviews and Ratings

With 11 reviews on Google My Business, Intellicapital Advisors LLC has garnered a reputation for exceptional service. The average opinion scored an impressive 4.9/5. Clients like Mike McAlpin and Jerry Clark have praised the firm's character, integrity, knowledge, and communication skills, highlighting a deep commitment to client interests. Their advisors are not only seen as highly competent but also as genuinely caring professionals.

What to Expect When Contacting Intellicapital Advisors LLC

prospective clients can anticipate a welcoming and professional experience from the moment they reach out. With appointments required and recommended, the firm ensures that each client receives undivided attention. The convenient free parking lot and on-site facilities add to the overall client-friendly experience.

Recommendation

If you're seeking expert financial guidance that combines professionalism with personal care, consider reaching out to Intellicapital Advisors LLC. Visit their website intellicapital.com to schedule an online appointment or learn more about their services. Given their stellar reputation and commitment to inclusivity, it's clear why clients trust them with their financial futures. Don't miss the opportunity to speak with their team and discover how they can help you achieve your financial goals.

This structured overview highlights Intellicapital Advisors LLC's key features, accessibility, and the glowing feedback they've received, emphasizing a trustworthy and inclusive financial advisory service that's ready to assist you in your financial journey.

👍 Reviews of Intellicapital Advisors LLC

Jerry C.

5/5

Mike McAlpin was my Wealth Management Advisor when he was with a top rated Financial Management company, that I was a client with. He earned my total respect and trust as my Advisor. His character, integrity, knowledge and communication skills were outstanding. I sincerely believe he will be very successful with his own company because he is totally focused on his clients best interests. In addition to all the above he is a really nice guy and a pleasure to do business with.
Jerry Clark

Greg T. N.

5/5

We are extremely happy working with Mike for our wealth management needs. He explains everything in detail and provides sophisticated but easy to understand software to help make investment choices. Having worked with Mike over the years we know we’re in good hands and are part of an investment group that cares about our current and future investment choices and retirement needs.

John B.

5/5

Mike McAlpin has been a trusted advisor for 15 years. We have worked through investment strategies, retirement plans, estate plans and tax strategies with him through the years. Mike's background and certifications give him the knowledge and skills to assist us across the full retirement planning specturm. His experience and advice are crucial to our financial decision making process.

Cheryl P.

5/5

Mike has helped me with all of my financial needs. He is very knowledgeable and has an understanding of what I need going forward. I have used his expertise for many years and appreciate all of his good work.

Brian A.

5/5

Mike is relatable and after interviewing me and my wife, tailored an investment and retirement plan, using the most advance tools. He’s the best all-round financial planner in the area.

tom S.

5/5

Personal care and attention to the clients needs are always first. Mike presents a very trusting environment, with the ability to help the client in many ways above and beyond the basic financial needs.

bretgsmith

5/5

Mike is very knowledgeable, trustworthy and accommodating. His experience and insights have been super helpful in understanding markets and investment strategies.

Trudy S. E.

5/5

Being an 80 year old widow I wanted someone I could trust…. That would return my phone calls … promptly.,, and would not churn my account so I would have enough money to do the travel and do the things I want to do… if this is you…talk to Michael you will be happy you did!!!