Context Wealth Advisors - Campbell, California

Context Wealth Advisors es una empresa de asesoramiento financiero con sede en Campbell, California, Estados Unidos. Su dirección es 1901 S Bascom Ave suite 1500, Campbell, CA 95008, United States., y pueden ser contactados por teléfono al 4089053000. La empresa cuenta con una página web oficial en contextwealth.com.

Context Wealth Advisors ofrece servicios de asesoramiento financiero especializados, entre los que se incluyen la planificación financiera y la gestión de activos. La empresa cuenta con un equipo de expertos en finanzas que brindan orientación personalizada a sus clientes.

Especialidades

Financial planner es una de las especialidades principales de Context Wealth Advisors. La empresa también ofrece servicios de planificación financiera, gestión de activos y consejería financiera.

Características

Context Wealth Advisors cuenta con una variedad de características que la hacen destacar en el mercado. Algunas de estas características incluyen:

• Acceso a carros de aparcamiento accesibles para sillas de ruedas
• Entrada accesible para sillas de ruedas
• Toiletas accesibles para sillas de ruedas
• Apoyo para citas recomendadas

Ubicación

Context Wealth Advisors tiene su sede en Campbell, California, lo que la hace accesible para clientes de la región.

Otros datos de interés

La empresa tiene 5 reviews en Google My Business, lo que indica una alta satisfacción de sus clientes.

Opiniones

Según las opiniones de sus clientes, Context Wealth Advisors es una empresa confiable y experta en asesoramiento financiero. Los clientes elogian la atención personalizada y la orientación financiera sólida que brinda la empresa.

Media de opinión

La media de opinión de Context Wealth Advisors es de 5/5, lo que indica una alta satisfacción de sus clientes.

Recomendación

Para personas que buscan asesoramiento financiero experto y personalizado, Context Wealth Advisors es una excelente opción. La empresa cuenta con un equipo de expertos en finanzas y ofrece servicios de planificación financiera y gestión de activos.

👍 Reviews of Context Wealth Advisors

Dee K. R.

5/5

We have been with Chris Duke for the past four years and we feel very fortunate to have him in our corner. He is an excellent communicator and an even better listener. What I appreciate the most is that he always listens to what I am trying to accomplish and always provides sound advice with different options to achieve what I am after. He also always takes the time to make sure I understand things completely. Now that I am retired, his services are invaluable. With limited income, I need expert guidance and I am so thankful to have Chris for that.

Lynn O.

5/5

For over ten years, Chris Duke has been an invaluable member of our business AND our personal team. His advice and support has been of such quality, that I would never dream of another financial service. Whenever I have had a need or just a simple question, Chris has responded almost immediately and has always had the answer. We have had many financial advisors (we are near retirement), and Chris Duke has definitely been the best.

Patti M.

5/5

We have worked with Chris for more than 10 years and have the utmost confidence in his ability to plan for our retirement and manage our finances in an honest and ethical manner. He is a pleasure to work with and always has our best interests at heart. Chris spends as much time with us as we need, never making us feel rushed. He will answer our dozens of questions and makes sure that we fully understand the answers. He gives us his best advice, but also presents all of the options and takes into account our risk tolerance at any given time. We always feel like a team with shared goals and that's important.

Robin R.

5/5

I love Chris. He is a great friend and a great Financial advisor. He has really found his calling in life. His staff is top notch and does not miss a beat. I feel blessed to have him in my life personally and professionally.

Jennifer M.

5/5

I have worked with Chris Duke for several years and have been very pleased with the results! I find he and his staff to be responsive with thoughtful answers and also thorough in my investment interests.