Acera Wealth Management - Smithfield, North Carolina
Address: 312 S 3rd St, Smithfield, NC 27577.
Phone: 93001241.
Website: awmadvisor.com
Specialties: Financial planner, Financial consultant, Investment service, Stock broker.
Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Acera Wealth Management
⏰ Open Hours of Acera Wealth Management
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Acera Wealth Management: A Comprehensive Overview
Acera Wealth Management is a respected financial services firm dedicated to providing comprehensive and personalized wealth management solutions. Located at 312 S 3rd St, Smithfield, NC 27577, and easily accessible at Phone: 93001241, Acera Wealth Management offers a range of services designed to meet the diverse needs of individuals and families. Their website, Website: awmadvisor.com, serves as a valuable resource for prospective clients, providing detailed information about their approach and services.
Specialties include acting as a Financial Planner, a skilled Financial Consultant, providing robust Investment Services, and offering the expertise of a Stock Broker. The firmâs commitment extends beyond simply managing investments; itâs about building long-term relationships based on trust and transparency.
Key Features and Services
Acera Wealth Management distinguishes itself through several key features. They prioritize a client-centric approach, recognizing that each individual has unique financial goals and circumstances. This is reflected in their commitment to Online Appointments, allowing clients to schedule consultations conveniently from anywhere. The firm also caters to accessibility needs, boasting a Wheelchair Accessible Entrance, Wheelchair Accessible Parking Lot, and a Wheelchair Accessible Restroom, ensuring a comfortable experience for all visitors. Furthermore, they offer Restroom facilities and strongly recommend Appointments for optimal service delivery.
The cornerstone of Acera Wealth Managementâs service model is personalized financial planning. They work closely with clients to understand their current financial situation, define their objectives â whether itâs retirement planning, education funding, or legacy planning â and develop a tailored strategy to achieve them. Their investment services encompass a wide range of asset classes, utilizing a disciplined approach to portfolio construction and ongoing management. Clients can benefit from the expertise of their stock broker, gaining access to valuable insights and guidance in the stock market.
Client Testimonials and Reputation
Acera Wealth Management has cultivated a strong reputation for its dedication to client satisfaction, as evidenced by its Average Opinion: 5/5 rating on Google My Business, based on 5 Reviews. One client particularly highlighted the value of their advisor, Chris Key, stating, \"Chris Key is my financial adviser I highly recommend him or any of his team members. I have been with him for many years he has helped expand my portfolio and increase my holdings Always calls to keep me informed of any changes or improvements that he thinks is needed, we also have quarterly reviews, to make sure that I am aware of or if I have any questions or concerns about my portfolio\" This feedback underscores the firmâs commitment to proactive communication and ongoing support. The consistent positive feedback suggests a strong focus on building genuine relationships and delivering exceptional service.
The firmâs approach to portfolio management involves a thorough understanding of market dynamics and a strategic allocation of assets to mitigate risk and maximize potential returns. Regular portfolio reviews, as mentioned by a client, ensure that investment strategies remain aligned with the clientâs evolving goals and risk tolerance. The quarterly reviews, coupled with proactive communication, instill confidence and transparency within the client relationship.
Contact Information and Additional Resources
For those seeking to learn more about Acera Wealth Management, the Website: awmadvisor.com provides a wealth of information, including detailed service descriptions, team biographies, and client testimonials. Prospective clients can also schedule an Online Appointment or contact the firm directly at Phone: 93001241. The firmâs physical address is 312 S 3rd St, Smithfield, NC 27577. Clients can rest assured knowing that Acera Wealth Management is committed to providing a welcoming and accessible environment.
In essence, Acera Wealth Management offers a compelling combination of experienced professionals, personalized service, and a commitment to client success. Their dedication to accessibility and proactive communication further enhances the client experience, solidifying their position as a trusted partner in financial well-being.
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👍 Reviews of Acera Wealth Management
