The Hidden Wealth Solution - Lake Mary, Florida

Paul T.

Since I’ve only been with Chuck Oliver and his Hidden Wealth Solutions team for only a couple of months, these remarks are delimited to my overall personal experiences with them as it is to soon to address any financial returns.
The problem with all postings of this type is that the superlatives become the norm and the readers make their own subjective interpretations. Please do not do that, because in the case of Chuck and his team ALL the superlatives are merited. They take a sincere interest in their clients, are quick to answer phone messages and emails and work efficiently as a team keeping the client fully informed. They never appear hurried and they make one feel like s/he is their most important client; even Chuck is never too busy to respond.
I’ve mentioned to them that in the few months I’ve been with Hidden Wealth Solutions they’ve spent more time getting to know me and they hold to a higher degree of integrity than any of the other investment firms I’ve dealt with in the past. In short, I view all the members of the Hidden Wealth Solutions team as outstanding fiduciaries who who bring credit and distinction to the investment industry. It is a pleasure to submit these comments which are submitted without reservation.

David M.

I have been working with Chuck and his team for over 8 years. They have always looked out for getting the very best returns and tax benefits out of my assets and have helped me keep a solid diversification of those assets. They are always very responsive to my requests to meet, and they take the extra time to make sure I have full understanding of anything that we are working on. As I have reached my retirement, Chuck has spent a substantial amount of time tweaking our strategy to maximize asset returns and minimize my tax burden. They constantly review the variety of ever changing financial vehicles. The personal attention that I receive from Chuck and the team is outstanding! They always make me feel like I am their most important client whenever I have a need or question.
I am very happy with our relationship and trust Chuck and his team to do the very best for me.

Kevin I.

The Hidden Wealth Financial Group headed by Chuck Oliver, is our new financial and tax planner. This group of experts have partnered with my wife, Renata and myself, to make recommendations on both growth and tax planning to better use our IRA and Roth IRA.

We have diversified our IRA into Securities, Institutional Investments and Cash reserve.
We feel our money has a larger upside versus a typical Securities Portfolio, and it is protecting our Securities by simply having less exposure to the volatile market.

This group have been professional and prompt to respond to any requests, yet easy to talk with. They are taking our suggestions and concerns and providing both new information and recommendations.

Thank you,
Kevin Insalato

David T.

We became aware of The Hidden Wealth Solution by listening to Chuck Oliver's radio broadcast that described their services which were exactly what we were looking to accomplish with our retirement and tax planning needs. They explained everything that we should consider when utilizing their strategies. Their team of experts have been reachable and responsive to any needs or questions we have had. We're very pleased!

Nancy B.

I listened to Chuck Oliver's weekend radio show (among a few others) and quickly realized I needed to connect with this team. I had questions about my retirement portfolio and big worries about taxes that I am soon to experience with the required minimum distribution process. I had a very detailed and in- depth review with the entire team who followed up with a comprehensive retirement blueprint to follow. It provides me with a comprehensive plan to address my specific goals and needs, while providing me a variety of ways to improve my future planning. Every member of the team is so skilled and knowledgeable! What is so impressive to me is that they are all on the same page; you can call or send a message to anyone on the team; they are all equally well versed on my plan; they are responsive, kind and patient. They also take you through your implementation process step by step and take personal responsibility in helping me to execute my plan. Chuck himself leads the team by example. He has created a culture of professionalism, excellence and extremely customer focused. I feel confident in the care, diversity and integrity of Chuck and his team. I'm so glad I finally reached out to them; they are the best in class in their profession.

Luke H.

For 30 years, my wife and I contributed to a tax deferred retirement account and given the National debt and un-controlled government spending, we were highly concerned about how future tax rates would affect our savings when we began taking distributions. Our tax person and financial advisor could not answer our questions, even though we were persistent in asking about how to protect ourselves from high taxes in our retirement years.
Chuck Olliver and his team not only answered our questions and put us at ease, but they also quickly initiated a personalized tax saving plan customized to our specific financial situation.
Chuck has been professional, friendly, and responsive to us in a way we did not experience with our prior tax preparer and financial advisor.
My wife and I continually recommend Chuck Oliver and the Hidden Wealth Solutions to our family and friends.

Peter G.

I've been investing with Chuck & Hidden Wealth Solutions for over a year. While its been a difficult year (2023) in the market, Chuck had directed me into the proper investments to protect my savings. Bring able to find e right combination of investments that results in tax savings in both 2022 & 2023 while growing my nest egg has given me security in troubled financial times.
Also, anytime I've had a question, Chuck has responded extreamely quickly (surprisingly, often after regular business hours). Chuck & his team are personable & truly care about my life, not just financially.
In response to a recent negative review while there are investment options that are on riskier side of investing, Chuck doesn't force me into any investment that I don't have 100% information to make my decision. I have turned down opportunities presented by Chuck & he has always accepted my decisions with no pressure to change my mind. Hidden Wealth Solutions provides me all the opportunities/information I could ask for... In the end, I am responsible for my investment decisions.
There's nothing more I could ask from Hidden Wealth Solutions. Let Chuck help you!
Peter Gray

Tiffany H.

Hidden Wealth has been extremely easy to work with. Chuck Oliver and his team are by far the best at what they do. Whenever I have questions, they will get back to me quickly and normally within the day. Everyone is knowledgeable and wants to make sure you understand exactly what they are talking about. You cannot go wrong with this team. Hands down they are the best.