Encompass Advisors - Brevard, North Carolina

Encompass Advisors: A Detailed Overview

For individuals and families seeking comprehensive financial advisory services, Encompass Advisors presents a noteworthy option. Located at 10 Encompass Plaza W, Brevard, NC 28712, United States, this firm offers a suite of personalized strategies designed to manage wealth, plan for retirement, and achieve long-term financial goals. With a dedicated phone line at 8288848840 and an informative website at encompassadvisors.com, prospective clients can easily access information and connect with the team.

Specialties at Encompass Advisors primarily revolve around providing tailored financial guidance. They specialize in a range of services including retirement planning, investment management, estate planning, and tax optimization. Their approach emphasizes a holistic understanding of each client’s unique circumstances, ensuring that recommendations align with their specific needs and objectives. The firm’s team of experienced professionals works collaboratively with clients to develop customized financial plans that address both short-term and long-term aspirations.

Location and Accessibility

The physical location of Encompass Advisors at 10 Encompass Plaza W in Brevard, North Carolina, provides a centralized hub for client meetings and consultations. This location is easily accessible, contributing to a convenient experience for those in the surrounding area. Furthermore, the firm demonstrates a commitment to inclusivity by offering a wheelchair-accessible car park, ensuring that individuals with mobility challenges can readily access the premises. This dedication to accessibility reflects a broader commitment to serving a diverse clientele.

Client Feedback and Reviews

Currently, Encompass Advisors has garnered 2 reviews on Google My Business. However, it’s crucial to note that the average opinion is a disappointing 1 out of 5 stars. This suggests that recent client experiences have not consistently met expectations. It’s important for potential clients to carefully consider these reviews alongside any other available information before engaging with the firm. A detailed examination of the reviews can provide valuable insights into the strengths and weaknesses of the service.

Key Features and Services

Encompass Advisors distinguishes itself through several key features:

• On-site services: The firm offers consultations and planning sessions at their physical location, fostering a personal and collaborative environment.
• Personalized Financial Plans: They create bespoke strategies tailored to each client’s individual goals and risk tolerance.
• Investment Management: Encompass Advisors provides professional investment management services, aiming to optimize portfolio performance.
• Retirement Planning: Dedicated support for clients seeking to plan for a comfortable and secure retirement.
• Estate Planning Assistance: Guidance on structuring assets and ensuring a smooth transfer of wealth.

Additional Points of Interest: Beyond the core services, Encompass Advisors likely offers ongoing support and regular portfolio reviews to ensure that financial plans remain aligned with evolving circumstances. Their commitment to client education and proactive communication further enhances the value of their advisory services. The firm’s website, encompassadvisors.com, serves as a valuable resource for clients, providing access to financial tools, educational materials, and contact information.

Recommendations for Prospective Clients

For individuals seeking a financial advisor, Encompass Advisors presents a possibility, although potential clients should approach the situation with caution given the currently low average review score. Thoroughly researching the firm’s approach and understanding the rationale behind their strategies is essential. It’s advisable to schedule a preliminary consultation to assess whether their services align with personal financial needs and expectations. Furthermore, comparing Encompass Advisors with other financial advisors in the region is recommended to ensure that the firm offers the best value and expertise. Considering the accessibility features – specifically the wheelchair-accessible car park – is beneficial for individuals with mobility concerns. Finally, carefully reviewing the client feedback on Google My Business is crucial for gaining a balanced perspective on the firm’s service quality.

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👍 Reviews of Encompass Advisors