Mcalvany Wealth Management - Durango, Colorado

Mcalvany Wealth Management

Mcalvany Wealth Management is a reputable financial consulting company located at 858 Main Ave, Durango, CO 81301, United States. The company has been serving the community for over 50 years and has earned an ironclad reputation in the area. Their commitment to excellence and personalized attention to each client has set them apart from other financial advisors in the region.

Specialties and Services

The company specializes in providing comprehensive financial consulting services. They offer a wide range of services including investment planning, portfolio management, retirement planning, and estate planning. Their experienced team of financial advisors works closely with clients to develop tailored financial strategies to help them achieve their financial goals.

Accessibility and Other Points of Interest

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Restroom
• Appointments recommended

Client Reviews and Feedback

Mcalvany Wealth Management has received 3 reviews on Google My Business, with an average rating of 2.3/5. One client praised the company's excellent customer service and knowledgeable advisors, stating that their experience was "excellent as well, and all staff is attentive and caring." Another reviewer mentioned the impressive industry knowledge of Jeff, a team member, and how it made them feel at ease as a first-time investor.

Despite the mixed reviews, it's evident that McAlvany Wealth Management has built a strong reputation in the community over the years, with many clients appreciating their personalized approach and commitment to staying in touch with clients.

Recommendation

If you are looking for a trusted financial consulting company with a long-standing history in the Durango area, McAlvany Wealth Management is definitely worth considering. Their expertise and dedication to delivering exceptional service make them a valuable resource for anyone seeking guidance in managing their wealth. To learn more about their services or to schedule an appointment, visit their website at mwealthm.com or contact them directly at 9704031204.

👍 Reviews of Mcalvany Wealth Management

Tyler M.

5/5

Excellent and knowledgeable advisors. McAlvany wealth management has an ironclad reputation in the community that has exceeded 50 years from my understanding- the precise reason I didn’t utilize any other company for this type of service. Jeff’s knowledge of the industry was impressive and made a 1st time investor feel at ease. He had always continued to stay in touch. Customer service experience was excellent as well and all staff is attentive and caring. Thanks.

noclouds111

1/5

If I could give negative stars, I would. McAlvany informed me that I must invest in both sides of their strategy... metals & equities. Their pitch is safety through diversity of investments. After buying numismatic coins from them, at one of the highest premiums (27%) for that day ( I researched), I later realized that the 2011 coins were just run-of-the mill, and most dealers sold them for 8-15%. On the equities side, I spoke with their rep, after deciding to invest in their Most Conservative plan. I was told that (I have their names) would call me, first, then he would invest according to my wishes. Instead, no one called, and McAlvany used my investment money to load up on gold & silver mining stocks .. the complete opposite to their promise, and to McAlvany's intended, and advertised strategy. I had no idea that this had occurred, until my first statement arrived, months later. I was upset, but realized that my balance was almost as original. As time went by, trades were made by McAlvany's people, as my balance sunk to new lows, and was about a third of the original balance. In calls to them, they applied their reassurance through their positive lingo. I've since removed myself from anything McAlvany. I was screwed by "them", through their incompetence, lack of communication, and high premiums. After gaining much experience, be really careful before committing any of your investment, here.

Bo J.

1/5

yeah not sure what this company does but they call and state they are from a different company. Not the most professional sounding company as well