MarketStrats, LLC -

Phone: 2394713699.
Website: marketstrats.com.
Specialties: Financial planner, Service establishment.
Other points of interest: Online appointments.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

Location of MarketStrats, LLC

2394713699

MarketStrats, LLC is a financial planning and service establishment company located in Estero, Florida. Their address is 21631 S Tamiami Trail #210, Estero, FL 33928. You can easily contact them by phone at 2394713699 or visit their website at marketstrats.com for more information.

One of the key features of MarketStrats, LLC is their online appointment system, making it easy for clients to schedule consultations and meetings from the comfort of their homes or offices. This feature is particularly beneficial in today's digital age, where convenience and flexibility are crucial.

MarketStrats, LLC has a strong reputation in the industry, with 5 reviews on Google My Business and an average rating of 5/5. Clients have praised the company for its professionalism, expertise, and personalized approach to financial planning. These positive reviews demonstrate the company's commitment to providing high-quality services to its clients.

As a financial planner, MarketStrats, LLC offers a range of services designed to help individuals and businesses achieve their financial goals. Their team of experts can assist with investment planning, retirement planning, tax planning, and estate planning, among other areas. By working with a financial planner from MarketStrats, LLC, clients can gain a better understanding of their financial situation and develop a clear plan for the future.

MarketStrats, LLC is conveniently located in Estero, Florida, making it easily accessible to clients in the surrounding areas. However, their online appointment system means that they can also serve clients from further afield, making their services available to a wider audience.

If you are looking for a financial planner or service establishment in Estero, Florida, MarketStrats, LLC is an excellent choice. With their expertise, personalized approach, and strong reputation, you can trust them to help you achieve your financial goals. To learn more about the company and its services, visit their website at marketstrats.com and schedule an appointment today.

Reviews of MarketStrats, LLC

thomas camise

5/5

We would like to share our experience in dealing with Keith Finklestein our fiduciary financial advisor of MarketStrats. We moved to Florida about six years ago and were seeking someone more local to deal with our financial needs, and after many, many searches finally selected Keith and have engaged his services for the last 5 years. We have never been more satisfied with any past financial advisors or brokerage firms . He balances some of my more aggressive approaches as opposed to my wife’s more conservative view by keeping our goals in mind and at the same time constantly weighing the gain/ loss potential. He is very approachable and more than willing to keep in touch and respond to our needs. We have developed a friendship as well as a working relationship. Keith is always available as needed. If he cannot respond to you immediately, he will always be in touch within 24 hours. We would highly recommend Keith Finklestein of MarketStrats to anyone interested in an outstanding financial advisor.

Dan D

5/5

Keith of MarketStrats is the kind of financial advisor that you’d want to work with. I was looking for an advisor that was thorough, detailed and focused, yet not pushy or impatient. Keith fits the bill. He really listens to what your goals are and figures out a plan to help you achieve them. He asks a lot of good questions to really get to know your situation and comes up with a customized plan that truly fits your needs, rather than trying to fit you into a “standard” model. His plans are very detailed yet easy to understand. I consider myself pretty investment savvy, yet Keith was able to show me ways to reach my goals much more efficiently and with better results. He is friendly and easy to work with. Between our phone calls, emails and video chats we were able to lay out a plan that set me in the right direction. The bottom line is that working with Keith is like talking to a trusted friend who will help you get to where you want to be.

Paul Sundin

5/5

I have been working with Keith for several years and he is a very knowledgeable financial advisor. Besides the investment side, he is always looking out for creative ways for his clients to save on taxes and he always goes the extra mile. I highly recommend!

Jennifer Dibrani

5/5

My husband and I have been working with Keith for years. He is very knowledgeable and has help us invest and make excellent business decisions. I have recommended him to our friends and family & he has always been willing to help them in any way he can. He’s a all around great guy.

Stephen F. MacGuidwin (Steve)

5/5