Avaliações 14
Filtros:
Avaliação
Língua
Organizar:
Mais recente
D
7 meses antes

I recently used the services of an online financia...

I recently used the services of an online financial management company and found it to be quite average. The website was easy to navigate and had all the necessary information regarding their services. However, I felt that the overall customer experience could have been improved. The response time to my queries was a bit slow, and I would have appreciated more personalized and proactive communication. Additionally, while the company claimed to provide tailored financial advice, I felt that the advice I received was quite generic and didn't fully address my specific needs. On a positive note, the online platform was user-friendly and did offer some useful tools for tracking expenses and managing budgets. Overall, it was an average experience that could have been better with more attentive customer service and more personalized financial advice.

G
8 meses antes

I have been a client of Eley Financial Management ...

I have been a client of Eley Financial Management for several years, and they have never disappointed. The team is not only highly professional but also genuinely caring and supportive. They have helped me achieve my financial goals and provided guidance every step of the way. I can't recommend them enough - their services are top-notch!

R
9 meses antes

I have been a client of a financial management com...

I have been a client of a financial management company for some time now, and I must say I am impressed with their services. The team is professional, knowledgeable, and always puts my interests first. I appreciate the personalized attention I receive and the customized financial solutions they provide. I highly recommend them to anyone seeking expert financial advice.

T
9 meses antes

I have been a client of eleyfinancialmanagement.co...

I have been a client of eleyfinancialmanagement.com for quite some time now, and I have nothing but positive things to say about their services. The team is incredibly professional, knowledgeable, and attentive. They have helped me achieve my financial goals and provided valuable insights along the way. I highly recommend their services to anyone in need of expert financial advice.

H
10 meses antes

Eley Financial Management has been instrumental in...

Eley Financial Management has been instrumental in my financial journey. Their expertise and guidance have helped me make informed decisions and achieve my goals. The team is incredibly responsive and always makes me feel like a valued client. I am grateful to have them by my side, and I highly recommend their services to anyone in need of financial advice.

S
1 ano atrás

👍 I have been a client of Eley Financial Managemen...

👍 I have been a client of Eley Financial Management for years and they have consistently exceeded my expectations. Their team is not only highly skilled but also genuinely caring and supportive. Whenever I reach out to them, I receive prompt and helpful responses. I feel confident knowing that Eley Financial Management has my best interests at heart and I trust them completely with my financial matters. 💯

H
1 ano atrás

I am extremely satisfied with the services provide...

I am extremely satisfied with the services provided by Eley Financial Management. The team is knowledgeable, reliable, and always goes the extra mile to ensure my financial goals are met. They have helped me navigate complex financial decisions and provided valuable advice along the way. I highly recommend their services to anyone in need of a trusted financial advisor.

J
1 ano atrás

I recently started working with a financial adviso...

I recently started working with a financial advisor, and it has been a game-changer. The advisor has provided me with personalized guidance and helped me take control of my finances. I no longer feel overwhelmed by financial decisions, and I am confident about my financial future. I highly recommend reaching out to eleyfinancialmanagement.com if you're looking for expert financial advice.

M
1 ano atrás

Eley Financial Management is an outstanding compan...

Eley Financial Management is an outstanding company! Their professionalism and expertise are truly unparalleled. I have been a customer for several years now, and I am consistently impressed with their attention to detail and personalized service. The staff is friendly and knowledgeable, always willing to go above and beyond to address any questions or concerns. I highly recommend Eley Financial Management to anyone in need of a reliable and trustworthy financial advisor.

C
1 ano atrás

👌 I cannot say enough good things about Eley Finan...

👌 I cannot say enough good things about Eley Financial Management. Their team is not only highly skilled but also incredibly attentive. They take the time to understand my financial goals and provide personalized solutions that align with my needs. The level of service they provide is commendable, and I am grateful to have them as my financial advisors. 🙌

D
1 ano atrás

Working with Eley Financial Management has been a ...

Working with Eley Financial Management has been a truly positive experience. They have helped me navigate complex financial decisions and provided valuable advice along the way. The team is knowledgeable, reliable, and always puts my interests first. I highly recommend their services to anyone in need of a trusted financial advisor.

T
1 ano atrás

👍 Eley Financial Management has been the best fina...

👍 Eley Financial Management has been the best financial advisor I have ever worked with. Their team is incredibly knowledgeable and provides customized solutions that align with my goals. I appreciate their attention to detail and the level of support they offer. I can't thank them enough for the peace of mind they have given me when it comes to my finances. 👌

T
1 ano atrás

Eley Financial Management has been my go-to financ...

Eley Financial Management has been my go-to financial advisor for over a decade. Their expertise and personalized approach have been instrumental in helping me make smart financial decisions. The team at Eley Financial Management is always available to answer my questions and provide valuable insights. I highly recommend their services to anyone looking for a trustworthy and knowledgeable financial advisor.

K
1 ano atrás

I recently started working with a financial adviso...

I recently started working with a financial advisor from eleyfinancialmanagement.com, and I couldn't be happier with the service I've received. The advisor is extremely knowledgeable and has provided me with invaluable advice and guidance. The best part is that the advice is tailored specifically to my goals and situation, which has helped me make informed decisions regarding my financial future. I highly recommend their services!

Sobre Eley financial management

Eley Financial Management: seu consultor independente de investimentos confiável

A Eley Financial Management é uma empresa independente de consultoria de investimentos que está no mercado desde 1989. Localizada em Vermont, a empresa se estabeleceu como uma parceira confiável para indivíduos e empresas que buscam serviços de gestão financeira.

Na Eley Financial Management, entendemos que gerenciar suas finanças pode ser uma tarefa assustadora. É por isso que oferecemos soluções personalizadas para ajudá-lo a atingir seus objetivos financeiros. Nossa equipe de profissionais experientes é dedicada a fornecer a você o mais alto nível de serviço e especialização.

Um dos nossos principais pontos fortes é permanecer acessível aos clientes. Acreditamos que a comunicação é essencial na construção de relacionamentos fortes com nossos clientes. É por isso que priorizamos estar disponíveis sempre que você precisar de nós, seja por meio de telefonemas, e-mails ou reuniões presenciais.

Nossos serviços

Oferecemos uma ampla gama de serviços projetados para atender às necessidades exclusivas de cada cliente. Nossos serviços incluem:

Gestão de investimentos: fornecemos estratégias de investimento personalizadas com base em sua tolerância a riscos e metas financeiras.

Planejamento de aposentadoria: ajudamos você a planejar a aposentadoria criando uma estratégia abrangente que leva em consideração sua situação financeira atual e metas futuras.

Planejamento Imobiliário: Trabalhamos com você para criar um plano imobiliário que garanta que seus ativos sejam distribuídos de acordo com seus desejos.

Planejamento tributário: ajudamos a minimizar as responsabilidades fiscais desenvolvendo estratégias fiscais eficientes adaptadas à sua situação específica.

Planejamento de Seguros: Avaliamos as opções de seguros e recomendamos apólices que fornecem cobertura adequada, minimizando os custos.

Por que escolher a Eley Financial Management?

Existem muitas razões pelas quais a Eley Financial Management se destaca de outras empresas de consultoria de investimentos:

Independência - Como empresa independente, não temos vínculos ou obrigações com nenhum produto ou prestador de serviços em particular. Isso nos permite fornecer conselhos imparciais adaptados especificamente para as necessidades de cada cliente.

Experiência - Com mais de 30 anos de experiência no setor, nossa equipe possui o conhecimento e a experiência necessários para navegar com sucesso em mercados financeiros complexos.

Atendimento Personalizado - Na Eley Financial Management, acreditamos que cada cliente é único. É por isso que nos dedicamos a entender suas necessidades e objetivos específicos antes de desenvolver uma estratégia personalizada.

Transparência - Acreditamos na transparência com nossos clientes. Fornecemos explicações claras sobre nossas taxas e serviços, para que você saiba exatamente pelo que está pagando.

Acessibilidade - Nossa equipe está sempre disponível para responder às suas perguntas ou esclarecer qualquer dúvida que você possa ter. Orgulhamo-nos de ser responsivos e acessíveis sempre que você precisar de nós.

Conclusão

Se você está procurando um parceiro confiável para ajudar a gerenciar suas finanças, não procure mais, Eley Financial Management. Com mais de 30 anos de experiência, atendimento personalizado e compromisso com a transparência e acessibilidade, nos dedicamos a ajudar nossos clientes a atingirem seus objetivos financeiros. Entre em contato conosco hoje para saber mais sobre como podemos ajudá-lo a garantir seu futuro financeiro!

Traduzido