Finteris Wealth Management - Washington, Missouri

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Finteris Wealth Management: A Comprehensive Overview

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For individuals and families seeking expert financial consulting and tailored investment services, Finteris Wealth Management presents a compelling option. Located in Washington, Missouri, at 1301 W 5th St, this veteran- and women-owned firm is dedicated to providing comprehensive wealth management solutions with a strong emphasis on client needs. They operate with a commitment to accessibility and convenience, ensuring a welcoming and supportive environment for all clients.

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About Finteris Wealth Management

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Finteris Wealth Management distinguishes itself through a client-centric approach, prioritizing the development of long-term relationships built on trust and transparency. The firm specializes in a broad range of financial services, encompassing retirement planning, investment management, estate planning, and general financial guidance. They cater to a diverse clientele, from established professionals to those embarking on significant life transitions. The core philosophy revolves around understanding each client’s unique circumstances, goals, and risk tolerance – crafting personalized strategies designed to achieve sustainable financial success. Their team is comprised of experienced professionals who remain continually updated on market trends and regulatory changes, ensuring clients receive the most informed and effective advice available.

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Location and Contact Information

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Clients can easily reach Finteris Wealth Management at their convenient location: Address: 1301 W 5th St, Washington, MO 63090, United States. For immediate assistance, prospective clients can contact them directly via telephone at Phone: 6362397771. Further details and access to resources are available through their official website: Website: finteriswealthmanagement.com.

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Key Features and Accessibility

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Finteris Wealth Management offers several key features designed to enhance the client experience:

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• On-site Services: Clients benefit from direct access to professional advisors at their Washington, Missouri location.

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• Wheelchair Accessibility: The firm is committed to inclusivity, providing a fully wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible toilet, wheelchair-accessible seating, and ensuring all areas are compliant with accessibility standards.

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• Appointment Required: To ensure focused attention and personalized service, appointments are required for all client consultations.

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The firm’s commitment to accessibility extends beyond physical facilities, demonstrating a genuine desire to serve a broad client base with dignity and respect.

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Client Feedback and Reputation

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Finteris Wealth Management has garnered positive feedback from its clients, as evidenced by three reviews on Google My Business. The Average opinion: 5/5 reflects a consistently high level of satisfaction among those who have experienced their services. Clients frequently commend the team’s professionalism, responsiveness, and dedication to achieving their financial goals. Specifically, clients appreciate the personalized attention and the clear, understandable explanations of complex financial concepts. The firm’s veteran and women-owned status is also frequently cited as a positive attribute, reflecting a commitment to diverse perspectives and strong community values.

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Specializations and Services Offered

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Finteris Wealth Management’s specialties include:

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• Investment Service: The firm offers comprehensive investment management services, tailoring portfolios to individual risk profiles and financial objectives.

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• Financial Consultant: Clients receive expert guidance on a wide range of financial matters, including retirement planning, estate planning, tax optimization, and insurance needs.

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They work with various investment vehicles, including stocks, bonds, mutual funds, and ETFs, utilizing a disciplined and research-driven approach to portfolio construction. They recognize that every client’s financial situation is unique, and they strive to develop customized strategies that align with their specific goals and aspirations. Furthermore, they provide ongoing monitoring and adjustments to portfolios as market conditions and client circumstances evolve.

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Conclusion

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In summary, Finteris Wealth Management offers a reliable and client-focused approach to wealth management. Their commitment to accessibility, combined with their experienced team and dedication to personalized service, makes them a noteworthy choice for individuals and families seeking expert financial guidance. The positive client feedback and their veteran/women-owned status further solidify their reputation as a trustworthy and dedicated financial partner. They are readily accessible at their Washington, Missouri location and through their informative website, making it easy for potential clients to learn more and schedule an appointment.

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👍 Reviews of Finteris Wealth Management