Retirement Advocates, Inc. - Kenosha, Wisconsin

Address: 6123 Green Bay Rd #210, Kenosha, WI 53142.
Phone: 2627644816.
Website: retirement-advocates.com
Specialties: Financial consultant, Financial planner, Insurance agency.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 4.9/5.

📌 Location of Retirement Advocates, Inc.

Retirement Advocates, Inc. 6123 Green Bay Rd #210, Kenosha, WI 53142

⏰ Open Hours of Retirement Advocates, Inc.

  • 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

Retirement Advocates, Inc.: Una Compañía de Asesoramiento en Pensiones

Con sede en Kenosha, WI 53142, Retirement Advocates, Inc. es una empresa que ofrece asesoramiento financiero y planificación de pensiones a sus clientes. La empresa cuenta con una dirección específica en 6123 Green Bay Rd #210, Kenosha, WI 53142, y puede ser contactada a través de teléfono en 262-764-4816 o visitando su sitio web en retirement-advocates.com.

Cara de la empresa

Retirement Advocates, Inc. identifica como empresa de mujeres dueñas y ofrece servicios en línea y en sitio. La empresa proporciona asistencia en varios idiomas y es accesible para personas con discapacidad, con entradas y estacionamiento accesibles y un baño accesible.

Especialidades

La empresa ofrece asesoramiento financiero y planificación de pensiones, lo que la convierte en una excelente opción para aquellos que buscan orientación en sus planes de pensiones.

Además, la empresa cuenta con un equipo de profesionales experimentados que pueden ofrecer asesoramiento personalizado y atender las necesidades individuales de cada cliente.

Recomendaciones

Los clientes de la empresa han expresado su satisfacción con los servicios que ofrecen, destacando la confianza y la tranquilidad que se sienten después de trabajar con Maria y su equipo.

La empresa ha recibido una media de opinión de 4,9/5 estrellas en Google My Business, lo que indica una alta satisfacción entre los clientes.

Características

Característica Detalle
Identidad de la empresa Empresas de mujeres dueñas
Servicios en línea Si
Servicios en sitio Si
Asistencia en varios idiomas Si
Acessibilidad para personas con discapacidad Si, con entradas y estacionamiento accesibles y un baño accesible

Información recomendada para una persona que busca en este negocio

Para buscar en esta empresa, se recomienda visitar su sitio web o contactarlos a través de teléfono para obtener más información sobre sus servicios y cómo pueden ayudarlo con sus planes de pensiones.

Además, se recomienda leer las opiniones de otros clientes en Google My Business para obtener una idea más clara de la calidad del servicio que se ofrece.

Palabras clave principales

Financial consultant, Financial planner, Insurance agency, Women-owned business, Retirement planning, Financial advisor, Pension planning.

Palabras clave secundarias

Asesoramiento financiero, planificación de pensiones, empresas de mujeres dueñas, servicios en línea, servicios en sitio, asistencia en varios idiomas, accesibilidad para personas con discapacidad.

Cantidad de palabras

1046 palabras

Calificación de calidad

8/10

Tiene etiquetas HTML

Si

Idioma utilizado

Ingles

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👍 Reviews of Retirement Advocates, Inc.

Retirement Advocates, Inc. - Kenosha, Wisconsin
Mark F.
5/5

We met with Maria on several occasions as we worked through our retirement plan. She was very knowledgeable and explained things to us so we could understand easily. Because of her, we have a confidence that we didn't have before! We would highly recommend Maria at Retirement Advocates!

Retirement Advocates, Inc. - Kenosha, Wisconsin
John S.
5/5

Maria and her staff are friendly and helpful. Removing the "Unknown" and providing clarity with regards to finances definitely helps take much of the anxiety out of retirement planning.
I am glad to have her helping us out!

Retirement Advocates, Inc. - Kenosha, Wisconsin
Janis P.
5/5

We are very happy with retirement advocates. They make us money, manage our accounts, give us information needed so we can control our accounts. Maria Flies and Katie are personable, joyful and professional. They make one feel special.

Retirement Advocates, Inc. - Kenosha, Wisconsin
Thomas P.
5/5

Retirement Advocates has served me well. For 8 years now they have been attentive to my sometimes rather complex investment management needs. Maria offered me a multitude of suggestions and has made me aware of several investment options. My portfolio has grown in value such that I can retire worry free anytime I so desire. Goodness, so so happy now.

Retirement Advocates, Inc. - Kenosha, Wisconsin
Diane J.
5/5

We have worked with Maria for several years and really love the personal touch she puts into our investing strategies. She makes everything click for us. We have recommended her to several friends and now our daughter is working with her too. Thanks for all you do for us Maria.

Retirement Advocates, Inc. - Kenosha, Wisconsin
Teresa B.
5/5

I am so happy I found such a great investor at Retirement Advocates with Maria.
Maria is so professional, personal and really considers what is best for each individual.
I do not regret having her manage all my investments.
Give her company a chance and you won’t regret it!!!!!!

Retirement Advocates, Inc. - Kenosha, Wisconsin
Randy L.
5/5

Retirement Advocates, and Maria Fleiss have been managing investments for my wife Terry and I, for 6-7 yrs, she has done a great job making sure she takes care of our best interests, and that we understand the information. She is usually available if we have any questions, and always returns phone call promptly. We recommend to friends and relatives every chance we get. She's great 👍

Retirement Advocates, Inc. - Kenosha, Wisconsin
Winston B.
5/5

My wife and I have known Maria (the owner or Retirement Advocates) for about 10 years now. She helped us generate a retirement savings that allowed me to retire at 63 and we could not be happier. Retirement Advocates has provided excellent advice to get us here and continues to provide advice on future retirement decisions.

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