Global Wealth Management - Fort Lauderdale, Florida

Global Wealth Management: A Comprehensive Guide

Overview

Global Wealth Management, located at 1301 E Broward Blvd #200, Fort Lauderdale, FL 33301, is a renowned financial planning company that specializes in providing top-notch financial services to its clients. With a phone number of 9545337144 and a website at askglobalwealth.com, this company has built a strong reputation for its expertise and exceptional customer service.

Specialties and Services

Specializing in financial planning, Global Wealth Management offers a wide range of services, including online appointments, onsite services, and wheelchair accessibility. This company ensures that all clients receive personalized attention and tailored solutions to meet their unique financial goals.

Points of Interest

• Online appointments: Global Wealth Management understands the importance of convenience, offering virtual consultations to accommodate busy schedules.
• Onsite services: The company also provides in-person meetings for clients who prefer face-to-face interactions.
• Wheelchair accessibility: Global Wealth Management prioritizes accessibility, with wheelchair-friendly entrances, parking lots, and restrooms.
• LGBTQ+ friendly: The company fosters an inclusive environment, welcoming clients from all backgrounds.

Testimonials and Reviews

With an impressive 99 reviews on Google My Business, Global Wealth Management boasts an average rating of 4.8/5. Clients consistently praise the company's ability to address their concerns, provide in-depth explanations, and offer better options to increase or protect their portfolio. Moreover, the staff and advisers are described as knowledgeable, professional, warm, and friendly.

"Global wealth always addresses any questions or concerns I may have. Explains everything so you understand. Will contact you with any better options that can increase or protect your portfolio. In addition, my adviser is extremely knowledgeable and professional. The whole staff and advisers are warm and friendly. They have lunch and learn meetings monthly. My husband and I have learned a lot. We have been clients of Global wealth since 2018. I would truly recommend them."

Recommendation

For individuals seeking a reliable and knowledgeable financial planner, Global Wealth Management is an excellent choice. With a strong commitment to client satisfaction, accessibility, and a welcoming atmosphere, this company has earned its high reputation. We highly recommend reaching out to Global Wealth Management to discuss your financial goals and discover how their expertise can help you achieve success.

To learn more or schedule an appointment, visit their website at askglobalwealth.com or call 9545337144. Don't miss the opportunity to take control of your financial future with the help of Global Wealth Management.

👍 Reviews of Global Wealth Management

Linda D. C.

5/5

Global wealth always addresses any questions or concerns I may have. Explains everything so you understand. Will contact you with any better options that can increase or protect your portfolio. In addition my adviser is extremely knowledgeable and professional. The whole staff and advisers are warm and friendly. They have lunch and learn meeting monthly. My husband and I have learned a lot. We have been clients of Global wealth since 2018. I would truly recommend them.

Ed B.

5/5

Global Wealth Management has been providing us with our financial planning for more than 2 years. We are extremely happy with their professional services and our portfolio is growing and we feel our retirement savings are in good hands. We highly recommend Global Wealth Management.

Adrienne B.

5/5

We have worked with Global Wealth for several years and are very happy with our investment results as well as the advice from our advisors, helpfulness of staff and the perks such as Learning and Community events. In fact, we had some challenges last year that required implementing a short-term financial strategy and our advisor, Dave, helped us work through it and we came out stronger in the end!

Dinah P.

5/5

GWM has been wonderful to work with to develop my retirement strategy over the past several years. It is now time for me to start enjoying - thanks to both Amber and Kyle Kelly my retirement dreams are coming true!

Ken C.

5/5

This is by far the best experience you can have with a company as far as service. They truly pay attention to every detail in their interaction with clients . The team is smart, honest, trustworthy and just plain nice. I wholeheartedly would recommend GWM to everyone that’s looking to grow their retirement income.

Peggy L.

5/5

I have been dealing with them for many many years. Years ago, my frugal husband took me to Ruth Chris for a free filet mignon dinner and the entertainment was a great learning experience for me about investments.
I, over the years have had several individuals at Global who were very nice to take care of me in my smaller financial world.
In time, I got real lucky, no not filet, I now have been dealing with Gregg Kleinman, a perfect match for my financial world.
For the last couple years he has been so very instinctive in understanding my needs and my money. He stays on top of my portfolio and always looks out for me.
Now, I have come into a larger financial position and I am fortunate that he is on my journey with me. He totally explains everything and even questions me to verify if I really do understand what he is suggesting. BTW, I am 76,
and feel totally safe in his financial arms.
If you want to ask me anything about Gregg Kleinman, please feel free to reach me through Global Wealth Management. Peggy Lewis

Lena R.

5/5

Kyle does a great job of taking care of my future based on what I need. He is very patient and knowledgeable as well when explaining things I may not understand. I would highly recommend working with him and Global.

GEORGE M.

5/5

Preparing to retire several years ago with a wide array of 'accounts' across the country from a number of positions I had held, I decided to put them all together and entrust GWM to manage my funds. I am pleased with the growth AND the consideration for a degree of protection while the financial leadership in our country fluctuates. The professionalism and efficiency of the entire staff is unparalleled from my personal perspective. It was a good decision for me without a doubt.