Ruggie Wealth Management - Tavares, Florida

Okay, here’s a detailed overview of Ruggie Wealth Management, presented in a formal and helpful tone, suitable for someone seeking financial planning services:

Ruggie Wealth Management: A Trusted Financial Partner

For individuals and families seeking comprehensive financial guidance, Ruggie Wealth Management emerges as a dependable and client-focused firm. Located at 2100 Lake Eustis Dr, Tavares, FL 32778, Ruggie Wealth provides a range of services designed to help clients achieve their long-term financial goals. Their phone number is 3432700, and you can learn more on their website: ruggiewealth.com.

Specialties and Services

Ruggie Wealth Management specializes in serving as a financial planner. They focus on building personalized strategies encompassing retirement planning, investment management, and overall wealth preservation. The firm emphasizes a collaborative approach, working closely with clients to understand their unique circumstances, risk tolerance, and aspirations. They seem to prioritize building long-term relationships based on trust and mutual respect, as evidenced by client testimonials suggesting many years of service.

Accessibility and Amenities

Ruggie Wealth Management is committed to providing a welcoming and accessible environment for all clients. The facility features a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. In addition to these features, they offer standard restroom facilities. Appointments are highly recommended to ensure dedicated attention and facilitate thorough planning discussions.

Client Feedback and Reputation

Ruggie Wealth Management currently boasts 6 reviews on Google My Business, with an average rating of 4.3/5. These reviews consistently highlight the firm’s expertise, dedication to client needs, and the value of their guidance. The feedback suggests a strong emphasis on proactive communication and a commitment to tailoring strategies to individual client needs – a cornerstone of their approach. It’s clear that the team fosters a sense of partnership and genuine care for their clients’ financial well-being.

Key Information for Prospective Clients

Location: 2100 Lake Eustis Dr, Tavares, FL 32778
Phone: 3432700
Website: ruggiewealth.com
Specialty: Financial Planning (Retirement, Investments, Wealth Preservation)
* Accessibility: Fully Accessible Facility (Wheelchair Accessible)

Concluding Recommendation

Based on the firm’s established expertise, dedication to accessibility, and consistently positive client feedback, Ruggie Wealth Management appears to be an excellent choice for individuals seeking a knowledgeable and reliable financial partner. We strongly encourage anyone looking for a comprehensive and personalized financial planning service to explore their offerings further via their website: ruggiewealth.com. Contacting them directly will allow you to discuss your specific needs and begin the process of securing your financial future.

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👍 Reviews of Ruggie Wealth Management

Nina E.

5/5

Ruggie Wealth is an outstanding firm. Rob Clark, our CFP, has been our financial planner for
many years prior to retirement and was extremely instrumental in planning my husband's retirement 12 years ago and my retirement six years ago. We absolutely trust and value his knowledge, guidance, and decision making. As I often tell Rob when we meet with him, I don't know what we would have done without him. Thank you, Rob, and everyone on the Ruggie team.

John D.

1/5

An absolutely horrible company. How they manage to stay in business is beyond my comprehension. They claim to be a wealth management company and then, provide no information on how they can help or provide assistance. Investing your wealth requires trust, which Audrey and Ruggie Wealth do not understand. The company wants detailed, personal information, which I mistakenly handed over. I learned my lesson.

I still have no idea what your company offers. Ruggie Wealth prescreens over the phone by asking all the questions, instead of providing any type of answer. This is a terrible way to conduct business. Also, not all answers are set in stone, especially when you do not know your options, which again, Audrey, refused to state. So much for the term “wealth management.” It seems like an oxymoron for your company.

RESPONSE TO OWNER BELOW:

Ruggie Wealth is in full damage control now. We have fake 5 stars reviews from people a week or so after I posted the review. Now, an HR formatted response from the owner.

For the record, there were no exchanges. It was just your company interrogating me for information, while never allowing access to any information. I was told rather smugly that if I wanted to know anything about your investment strategy it would be a 3 K fee as she slammed down the phone. Very professional. You are the only company, which operates in this manner. I spoke to five other companies and none of them treated me with such disrespect and disregard for my financial well being. It must be nice to pass over clients with a wealth investment of 1.05 million. In further discussion with other Wealth Management companies, we invested additional cash that was in Money Market accounts, in addition, to what I previously told Audrey. Hence, why in person discussions are much better than over the telephone.

BTW...Audrey clearly stated over the phone she did not care about bad reviews.

Holly B.

5/5

Ruggie Wealth Management is a Great firm! They have been so knowledgeable and professional. We are so grateful for all they have done for my family.

Dixie D.

5/5

Ruggie Wealth Management is a Great firm! They have been so knowledgeable and professional.

Shawn

5/5

Jessica A.

5/5