Presidential Wealth Management - Greenwood Village, Colorado

Presidential Wealth Management Overview

Located at 5445 DTC Pkwy #1100, Greenwood Village, CO 80111, Presidential Wealth Management stands out as a specialized financial planning service, focusing particularly on Financial Planner expertise. For those seeking personalized financial advice, this establishment offers a targeted approach tailored to individual needs. Contact them directly at Phone: 36941600 for more information or to schedule an appointment. Although the official website is not provided, potential clients can infer that they prioritize accessibility and inclusivity, as evidenced by their wheelchair accessible entrance, parking lot, and restrooms.

Key Features:

- Specialties: The firm specializes in providing tailored financial planning services, making it a go-to for individuals looking for bespoke wealth management solutions.
- Accessibility: With features like wheelchair accessible entrance, parking, and restrooms, Presidential Wealth Management demonstrates a commitment to inclusivity.
- Appointments: While services are available, it's recommended to book an appointment to ensure a personalized consultation.

Reviews and Opinions:

- Presidential Wealth Management has garnered 4 reviews on Google My Business, with an average rating of 3/5. This moderate rating suggests a mixed experience among clients, indicating areas of satisfaction as well as potential room for improvement.

Recommendations for Potential Clients:

- Schedule an Appointment: Given the recommendation to book an appointment, prospective clients should do so early to secure a time with a financial planner.
- Read Reviews: Although the average opinion is 3/5, reading these reviews can provide insights into the services offered and the client experience.
- Consider Accessibility Needs: The wheelchair accessibility of the location is a plus for those with mobility issues, ensuring a barrier-free experience.

For individuals considering Presidential Wealth Management, it's essential to weigh the benefits of specialized financial planning against the average client satisfaction level. The clinic's commitment to accessibility is commendable, making it a convenient choice for those with physical limitations. However, the mixed reviews suggest that potential clients should approach their decision with a balanced perspective, possibly seeking additional opinions or further clarification on the services provided.

This summary encapsulates the essential information about Presidential Wealth Management, its location, services, accessibility features, and client feedback, providing a comprehensive overview for anyone considering their financial planning needs.

👍 Reviews of Presidential Wealth Management

michelle G.

1/5

Horrible ! When an advisor leaves, they don’t tell you they just switch you to someone else that you’ve never even heard of nor agreed to. Of course there are ‘fees’ After trying to move my money, there was $134 left, when I tried to move that they kept it for ‘fees’. I think they charge an awful lot in hidden fees. I personally had a terrible experience with this company.

Sam M.

1/5

One star because you can't rate 0. Don't do business with them or anyone connected. Search the SEC before investing for sure.

Ashley W.

5/5

John P.

5/5