Ali-Polly & Associates - Charlotte, North Carolina

Ali-Polly & Associates

Ali-Polly & Associates es una empresa de consultoría financiera con sede en Charlotte, Carolina del Norte, en la ubicación de 8318 Pineville-Matthews Rd Suite 273, Charlotte, NC 28226. Pueden contactarse al teléfono 046091313 o visitar su sitio web en alipollyandassociates.com para obtener más información sobre sus servicios.

Especialidades

Esta empresa ofrece una variedad de servicios financieros, incluyendo consultoría financiera, instituciones financieras, planificación financiera, agencia de seguros de vida y consultoría de impuestos.

Características

Ali-Polly & Associates se destaca por su compromiso con la transparencia, la atención al detalle y el cuidado genuino por sus clientes. Su equipo de expertos está preparado para brindar asesoramiento personalizado y soluciones a medida para satisfacer las necesidades individuales de cada cliente.

Otras características

Esta empresa cuenta con la comodidad de ofrecer citas en línea, servicios en el sitio y accesibilidad para personas con discapacidad. Los clientes también pueden planificar citas y recibir recomendaciones para asegurarse de que sus necesidades sean atendidas.

Opiniones

Los clientes de Ali-Polly & Associates han expresado su satisfacción con los servicios de la empresa, destacando la confianza y seguridad que se sienten al trabajar con Polly y su equipo. Los comentarios destacan la honestidad, la atención al detalle y el cuidado genuino que se brinda a los clientes.

Recomendación

Para aquellos que buscan una empresa de consultoría financiera confiable y experta, Ali-Polly & Associates es una excelente opción. Con su compromiso con la transparencia y el cuidado genuino por sus clientes, esta empresa es ideal para aquellos que buscan asesoramiento financiero personalizado y soluciones a medida.

👍 Reviews of Ali-Polly & Associates

Dee T.

5/5

Polly is truly one of a kind! She’s not just my life insurance agent, she’s someone I wholeheartedly trust with my life. Her honesty, attention to detail, and genuine care for her clients is unmatched. I’ve never felt more confident or secure knowing Polly’s the one looking out for me and my family’s future. If you want peace of mind, she’s the person to call!

Sally Y.

5/5

Polly was wonderful to work with. She is very personable and understanding. She was able to work with me while I had my two kids and was very patient. She educated me the importance of financial planning and is very knowledgeable in her field. I could just tell that she just love to help people.

Dr. W. S.

5/5

I've had an exceptional experience working with Polly & Ali for various financial products, including life insurance, living insurance benefits, small business financial support, retirement products, and insurance products for my daughter. Their service is top-notch, providing thorough guidance and support every step of the way. I highly recommend Polly & Ali for their expertise and dedication to their clients' financial well-being.

Anourack

5/5

My experience with Polly & Ali for various financial services, including life insurance and living benefits, has been fantastic. Their service is exceptional, providing outstanding guidance and support. I highly recommend Polly & Ali for their expertise and dedication to their clients' future health and financial needs.

Chasity C.

5/5

Polly has been amazing. I met her back when my husband was a client & started working with her almost 5 years ago and now I am her client today & I love working with her any questions I may have she is always there to answer them. I would recommend her to anybody because she is such a sweet spirit and does all she can for you!!

Dominique M.

5/5

Polly and Ali were so amazing to speak with regarding our financial success and financial future! They are very knowledgeable and I felt they truly cared about me and my family. I feel more educated and empowered knowing that I am making choices in the right direction for my family and my financial future. Thank you again. Highly recommended!

Victoria P.

5/5

Polly was great to work with! She made sure we were taken care of and spent time talking to us about our family needs and plans for the future. Highly recommend!

Belinda A.

5/5

I met Polly five years ago and my experience has been wonderful. She is very knowledgeable and meets clients where they are at the moment. She is a very good listener and never tries the “hard sell”. She checks in periodically during the year and is always on hand for an annual review. She makes interactions easy via in person, Zoom or phone.