Continuum Wealth Advisors - Saratoga Springs, New York

Continuum Wealth Advisors

Una empresa de asesoramiento financiero con sede en Saratoga Springs, NY

Con más de 20 años de experiencia, Continuum Wealth Advisors ofrece servicios de asesoramiento financiero personalizados a individuos y familias.

Especialidades

• Financial planner

Los especialistas de Continuum Wealth Advisors tienen una amplia gama de habilidades y conocimientos en asesoramiento financiero, incluyendo planificación financiera, inversiones, seguros y planificación para la jubilación.

Dirección y ubicación

Address: 18 Division St #207b, Saratoga Springs, NY 12866.

Phone: 85834050.

Website: contwealth.com.

Mercado y características

Continuum Wealth Advisors se destaca por su enfoque personalizado y su compromiso con la atención al cliente. La empresa ofrece servicios de asesoramiento financiero a individuos y familias de todas las edades y necesidades.

La empresa tiene una variedad de características que la convierten en una elección popular entre los clientes, incluyendo:

• Acceso a una entrada accesible para personas con discapacidad
• Estacionamiento accesible para personas con discapacidad
• Camaras de baño accesibles para personas con discapacidad
• Requiere cita previa
• Se recomienda hacer una cita

Opiniones

Según las opiniones de los clientes, Continuum Wealth Advisors se caracteriza por su profesionalismo, conocimiento y compromiso con la atención al cliente.

La empresa ha recibido opiniones muy positivas en Google My Business, con una media de 5/5 estrellas.

Qué decir de la empresa

La empresa ha sido una parte fundamental de la vida financiera de muchas familias durante más de 20 años. Los especialistas de Continuum Wealth Advisors han demostrado ser verdaderos profesionales y un gran oyente.

La empresa ha logrado establecerse como una de las mejores empresas de asesoramiento financiero en la región, gracias a su compromiso con la atención al cliente y su enfoque personalizado.

Para los individuos y familias que buscan un asesoramiento financiero personalizado y confiable, Continuum Wealth Advisors es una excelente opción.

👍 Reviews of Continuum Wealth Advisors

Holly R.

5/5

We have used Continuum Wealth Advisors for our financial planning for nearly 20 years. Tim Smith has always been a true professional and a great listener. Tim takes the time to get to know each client personally so as to anticipate an appropriate strategy for them. He knows and understands our goals and makes recommendations accordingly. The staff and other advisors at Continuum are all very personable, knowledgeable and efficient. It is truly a pleasure to deal with Continuum Wealth Advisors and we recommend them highly.

Jay T.

5/5

My wife and I have been working with Tim Smith and Continuum for approximately 20 years. We have been extremely pleased with the service and guidance that we have received from everyone at Continuum. Tim and staff are excellent at structuring portfolios to your short-term and long-term needs based on individual preferences, risk thresholds, and suggestions on their part. Above all, we have found Tim and the entire staff to exhibit the highest levels of honesty and integrity, which is of the utmost importance to us. We would highly recommend Tim Smith and Continuum, as financial advisors.

Dorothy B.

5/5

I began working with Tim Smith about 8 years ago never having met him prior our first meeting. I was met with a warm welcome, financial acceptance and professional courtesy I had never experienced. Our professional relationship progressed easily and I am very pleased with how my assets are managed, how routine business matters are handled and how one on one meetings are the norm. Continuum is a remarkable firm.

Kump F.

5/5

As I retired about 18 months ago my wife and I turned to Continuum to help manage our retirement income and savings based on recommendations from a friend. They have been a fantastic resource and provide timely guidance, support and service and easy access to funds. The whole staff is welcoming and professional and cater to individual needs while always keeping an eye on growing and protecting assets. It is a relief to not worry about our finances because we know they are in good hands with Tim and the rest of the team.

Chris R. (. C.

5/5

Simply put C
ontinuum is a very professional and comprehensive service group for my financial needs and well-being.

Thomas F.

5/5

Twenty-four years ago, we joined Continuum Wealth Advisors, expecting they would organize and update our portfolio as needed in the changing world of finances. We continue to be very pleased with the service and advice we received over the years. Thank you to all the members of Continuum Wealth who have simplified our lives. The Fitzgeralds

Bob F.

5/5

I have some competing goals. One goal is to use my resources to secure my future (i.e., make money). This goal competes with my unwillingness to learn the vagaries of the stock market and other investment opportunities. Happily, I have worked with Tim Smith and Continuum since their beginning days and through them I have managed to achieve both goals. I highly recommend them.

James F.

5/5

I have had many financial advisors over the years. Tim Smith and his team are the most outstanding in that they listen to what I want, make recommendations when asked for them and are always very responsive to my requests.