Brandt Wealth Management - Burlington, Wisconsin
Address: 116 N Pine St, Burlington, WI 53105.
Phone: 2626614242.
Website: brandtwealthmanagement.com
Specialties: Financial planner, Financial consultant, Financial institution, Investment company, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Transgender safespace, Appointments recommended.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Brandt Wealth Management
⏰ Open Hours of Brandt Wealth Management
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Brandt Wealth Management: A Comprehensive Overview
For individuals and families seeking expert guidance in navigating the complexities of wealth management, Brandt Wealth Management presents a compelling option. Located at 116 N Pine St, Burlington, WI 53105, this firm offers a holistic approach to financial planning, combining experienced advice with a commitment to client satisfaction. Reaching them is simple through their dedicated phone line: Phone: 2626614242. You can also explore their services and resources further on their website: Website: brandtwealthmanagement.com. Brandt Wealth Management specializes in providing a range of financial services, including acting as a Financial Planner, a trusted Financial Consultant, and operating as both an Investment Company and a Financial Institution, offering comprehensive Investment Services.
Core Services and Expertise
Brandt Wealth Management distinguishes itself through a client-centric philosophy, prioritizing understanding each individual's unique circumstances, goals, and risk tolerance. They donât offer a one-size-fits-all solution; instead, they meticulously craft personalized strategies designed to achieve long-term financial security. Their services encompass a broad spectrum of financial needs, including retirement planning, investment management, estate planning, tax optimization, and insurance strategies. The firmâs proactive approach suggests a dedication to staying ahead of market trends and regulatory changes, ensuring clients benefit from informed and adaptable financial plans. The teamâs commitment to transparency and regular communication reinforces a strong relationship built on trust â a characteristic consistently highlighted by client feedback.
Location and Accessibility
The physical location at 116 N Pine St, Burlington, WI 53105 provides a comfortable environment for consultations and discussions. Furthermore, Brandt Wealth Management demonstrates a strong commitment to accessibility, offering Online Appointments alongside Onsite Services. This flexibility caters to diverse client preferences and schedules. The facility is designed with accessibility in mind, boasting a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, and a Wheelchair Accessible Restroom, ensuring inclusivity for all visitors. Comfortable Wheelchair Accessible Seating is also available within the consultation areas. A readily available Restroom is conveniently located nearby.
Client Feedback and Reputation
Brandt Wealth Management has garnered positive attention within the community, as evidenced by three reviews on Google My Business, reflecting an average opinion of 5/5. These reviews consistently praise the firm's proactive management of investments and the clarity of communication. Specifically, clients frequently commend Clay, a key member of the team, for his diligent approach to managing funds and providing detailed, insightful market updates. The emphasis on trust and open dialogue suggests a profound dedication to building lasting relationships with clients. The firmâs reputation for honesty and hard work appears to be a significant factor in client loyalty. The availability of appointments recommended further indicates a focused approach on personalized attention and strategic planning. Beyond the professional realm, the firmâs commitment to being an LGBTQ+ friendly and Transgender safespace speaks to a broader value system centered around inclusivity and respect.
Key Features Summarized
- Financial Planning Expertise: Comprehensive planning services tailored to individual needs.
- Investment Management: Strategic investment solutions designed for long-term growth.
- Accessibility: Online and onsite appointments, alongside accessibility features.
- Client-Focused Approach: Prioritizing client understanding and communication.
- Experienced Team: A team dedicated to providing informed and adaptable financial guidance.
In conclusion, Brandt Wealth Management appears to be a reliable and client-oriented firm, well-equipped to assist individuals in achieving their financial goals. Their commitment to accessibility, transparency, and personalized service positions them as a valuable resource for those seeking expert financial guidance.
👍 Reviews of Brandt Wealth Management
