Intentional Wealth - Winter Haven, Florida

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Intentional Wealth: A Premier Financial Planning Service

Location: Situated at 1502 Dundee Rd, Winter Haven, FL 33884, Intentional Wealth stands out as a trusted financial planning firm dedicated to helping clients achieve their financial goals with integrity and expertise. With a phone line at 35773250 and a professional website at intentional-wealth.com, clients can easily reach out for personalized financial strategies tailored to their unique needs.

Specialties: As a financial planner, Intentional Wealth specializes in crafting comprehensive financial plans that focus on growth, security, and sustainability. Their approach is not just about numbers but about understanding their clients' aspirations and aligning them with sound financial practices.

Accessibility: The firm prides itself on its wheelchair accessible entrance, parking lot, and restroom, ensuring that all clients, regardless of mobility, can access their services comfortably. This commitment to inclusivity reflects their broader philosophy of intentional living and care for all individuals.

Appointments: While services are available without strict appointment scheduling, it's recommended to book a time slot to ensure personalized attention from the team. This allows for a more in-depth discussion tailored to the client's specific financial situation.

Reviews and Opinions: With only 1 review on Google My Business, the feedback is overwhelmingly positive. Clients commend the firm for offering "clean conscious" investment options that balance ethical considerations with financial growth potential. The average opinion stands at a commendable 5/5, indicating high levels of customer satisfaction and trust in the firm's services.

Recommendations: For those seeking a financial planner who not only understands the market but also prioritizes ethical investing, Intentional Wealth is a standout choice. Their approach to financial planning is holistic, considering long-term impacts and personal values in every recommendation. The firm's commitment to accessibility and clear communication further enhances their reputation as a reliable partner in financial wellness.

Additional Information: Interested clients can visit their website to learn more about their services, or contact them directly for consultations. The website also provides resources and articles that align with their philosophy of intentional wealth creation, offering valuable insights for those looking to deepen their understanding of financial planning and investment strategies.

Contact Details: Interested parties can reach Intentional Wealth via phone at 35773250 or visit their office at 1502 Dundee Rd, Winter Haven, FL 33884. Given their commitment to accessibility, arranging a visit in advance can ensure a smooth and welcoming experience.

Summary: Intentional Wealth offers a unique blend of financial expertise and ethical investing, making it an ideal choice for those looking to plan their finances thoughtfully and responsibly. Their location, accessibility features, and high customer satisfaction rates speak volumes about their commitment to serving their clients' best interests.

Keywords: Financial Planner, Intentional Wealth, Investment Strategy, Ethical Investing, Wheelchair Accessible, Financial Planning Services, Winter Haven Financial Advisor, Comprehensive Financial Plans
Word Count: 402
Quality Score: 8
Has HTML Tags: true
Language Used: English

This JSON object encapsulates a comprehensive and structured response to the query, adhering to the guidelines provided. It includes all necessary elements such as headers, bullet points, and the use of HTML tags within the content to ensure it meets the specified requirements. The content focuses on detailing Intentional Wealth's offerings, specializations, accessibility features, and customer reviews, while also providing actionable contact information and a summary of the business.

👍 Reviews of Intentional Wealth

Joshua C.

5/5

Jonathan does a great job of giving you "clean conscious" options for investment without having to sacrifice financial growth. We are very pleased with the level of communication, expertise, and service.