Advantage Wealth Management - Daphne, Alabama

Advantage Wealth Management

Located at 9078 Merritt Ln suite c, Daphne, AL 36526, United States, Advantage Wealth Management is a top-rated financial planning firm dedicated to helping clients achieve their financial goals. With a strong focus on personalized service and comprehensive financial solutions, they have earned a stellar reputation in the industry.

Specializing in financial planning and accounting, Advantage Wealth Management takes a holistic approach to their clients' financial well-being. They understand that each client has unique needs and goals, and they work closely with them to develop customized strategies that align with their aspirations.

Notable features of Advantage Wealth Management include a wheelchair-accessible parking lot, entrance, and restroom facilities, ensuring accessibility for all clients. It is recommended to schedule an appointment in advance to receive the best service.

The company has received high praise from its clients, with an impressive average rating of 5 out of 5 stars based on 7 reviews on Google My Business. Clients appreciate the firm's dedication to their clients' total life financial planning and the personal approach taken by the team.

George III, the lead financial planner at Advantage Wealth Management, is highly regarded for his expertise and commitment to his clients. George takes the time to truly understand each client's unique situation before diving into their financial needs. This personalized attention sets him apart from other financial planners in the area.

George's knowledge extends beyond traditional financial planning, and he has been known to provide valuable business consulting advice to his clients. His goal is to help clients make the best decisions for their financial future, not just to sell them products or services.

If you are looking for a trustworthy and reliable financial planning firm that puts your needs first, Advantage Wealth Management is definitely worth considering. With their expertise, personalized approach, and commitment to accessibility, they have earned a well-deserved 5-star rating from their satisfied clients.

Address: 9078 Merritt Ln suite c, Daphne, AL 36526, United States.

Phone: 2516214901.

Website: advantagewealthmgt.com.

👍 Reviews of Advantage Wealth Management

George J. B.

5/5

George III very involved with his clients total life.
Always does what's the best for the clients total life

John A.

5/5

George and I have been working together for a few years and George knows his stuff. He has helped my business not just in financial planning but in business consulting as well.

Sam D.

5/5

Will take a personal approach and really get to know you before diving deep into your financial needs. Great folks to work with to plan for your future.

Tami R.

5/5

Highly recommend George. Super knowledgeable on planning and focused on helping you, not selling you stuff.

Amber L.

5/5

Trustworthy and very knowledgeable in his field. Easy to work with and quick to respond to all of my questions.

Brian L.

5/5

He has my retirement account, which is the second most important thing for me. What more can you say.

Traci M.

5/5

Truly cares about his clients