Christopher F. Anicete CLTC - Financial Advisor - Middleton, Wisconsin
Address: 1600 Aspen Commons #900, Middleton, WI 53562.
Phone: 82151402.
Website: oakbridgewealthmgmt.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Christopher F. Anicete CLTC - Financial Advisor
⏰ Open Hours of Christopher F. Anicete CLTC - Financial Advisor
- Monday: 7 AM–5 PM
- Tuesday: 7 AM–5 PM
- Wednesday: 7 AM–5 PM
- Thursday: 7 AM–5 PM
- Friday: 7 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Christopher F. Anicete CLTC â A Dedicated Financial Advisor
For individuals and families seeking comprehensive and personalized financial planning guidance, Christopher F. Anicete CLTC stands as an excellent resource. Located at 1600 Aspen Commons #900, Middleton, WI 53562, and reachable at 82151402, Mr. Anicete and his team at Oakbridge Wealth Management are committed to helping clients achieve their long-term financial goals. Their website, oakbridgewealthmgmt.com, provides valuable insights into their services and approach.
Christopher F. Anicete CLTC holds the Certified as a Trust and Wealth Counselor (CLTC) designation, demonstrating a deep understanding of estate planning, trust administration, and wealth management strategies. This specialized certification underscores his commitment to providing clients with sophisticated solutions tailored to their unique circumstances. He focuses on building strong, long-term relationships based on trust and transparency. His approach prioritizes a thorough assessment of a clientâs current financial situation, future aspirations, and risk tolerance before designing a customized plan.
Key Services Offered:
- Financial Planning: Comprehensive planning encompassing retirement planning, investment management, education funding, tax planning, and estate planning.
- Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, considering factors such as Social Security, pensions, and investment accounts.
- Investment Management: Creating and managing diversified portfolios aligned with clientsâ risk profiles and investment objectives.
- Estate Planning: Assisting clients in establishing wills, trusts, and other estate planning documents to protect their assets and ensure their wishes are carried out.
- Tax Planning: Identifying tax-efficient strategies to minimize tax liabilities and maximize after-tax returns.
Location and Accessibility: The office is conveniently situated at 1600 Aspen Commons #900, Middleton, WI 53562. Oakbridge Wealth Management is dedicated to providing an accessible environment for all clients. Notably, the facility boasts wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom, demonstrating a strong commitment to inclusivity. Restrooms are also available for client use. It is recommended to schedule an appointment in advance to ensure dedicated attention and personalized service.
Client Feedback and Reputation: Christopher F. Anicete CLTC and Oakbridge Wealth Management consistently receive positive feedback from their clients. Currently, the company has 6 reviews on Google My Business, with an average opinion of 5/5. This outstanding rating reflects the firmâs dedication to client satisfaction and its commitment to delivering exceptional financial advice. Clients frequently praise Mr. Anicete's knowledge, professionalism, and genuine concern for their financial well-being. Many highlight his ability to explain complex financial concepts in a clear and understandable manner.
Additional Points of Interest: Beyond the accessibility features, Oakbridge Wealth Management prides itself on its client-centric approach. They believe in open communication, ongoing support, and proactive management of clientsâ financial plans. The firm regularly reviews and adjusts plans to reflect changes in the clientâs circumstances and market conditions. They offer a range of investment options, including stocks, bonds, mutual funds, and ETFs, allowing clients to build portfolios that align with their individual needs and preferences. Furthermore, the team stays abreast of the latest financial regulations and tax laws to ensure clientsâ plans remain compliant and effective. Christopher F. Anicete CLTC emphasizes the importance of regularly reviewing clientsâ financial goals and making adjustments as needed to stay on track.
Why Choose Christopher F. Anicete CLTC Selecting a financial advisor is a significant decision, and Christopher F. Anicete CLTC offers a compelling combination of expertise, experience, and dedication. The CLTC designation signifies a specialized level of knowledge and professionalism, while the firmâs commitment to accessibility and client satisfaction further enhances its appeal. The team at Oakbridge Wealth Management takes a holistic approach to financial planning, considering all aspects of a clientâs financial life. They are passionate about helping clients achieve their goals and build a secure financial future. Their focus on building long-term relationships, coupled with their commitment to providing personalized service, makes them a trusted partner for individuals and families seeking expert financial guidance.
Contact Information
Address: 1600 Aspen Commons #900, Middleton, WI 53562
Phone: 82151402
Website: oakbridgewealthmgmt.com
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👍 Reviews of Christopher F. Anicete CLTC - Financial Advisor
