Bewertungen 14
Filter:
Bewertung
Sprache
Sortieren:
Neueste
D
7 vor wenigen Monaten

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 vor wenigen Monaten

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 vor wenigen Monaten

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 vor wenigen Monaten

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 vor wenigen Monaten

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
Vor 1 Jahr

👍 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
Vor 1 Jahr

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
Vor 1 Jahr

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
Vor 1 Jahr

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
Vor 1 Jahr

👌 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
Vor 1 Jahr

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
Vor 1 Jahr

👍 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
Vor 1 Jahr

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
Vor 1 Jahr

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!

Über Eley financial management

Eley Financial Management: Ihr vertrauenswürdiger unabhängiger Anlageberater

Eley Financial Management ist ein unabhängiges Anlageberatungsunternehmen, das seit 1989 im Geschäft ist. Das Unternehmen mit Sitz in Vermont hat sich als vertrauenswürdiger Partner für Einzelpersonen und Unternehmen etabliert, die Finanzverwaltungsdienste suchen.

Wir bei Eley Financial Management wissen, dass die Verwaltung Ihrer Finanzen eine entmutigende Aufgabe sein kann. Deshalb bieten wir individuelle Lösungen an, die Ihnen helfen, Ihre finanziellen Ziele zu erreichen. Unser Team aus erfahrenen Fachleuten ist bestrebt, Ihnen Service und Fachwissen auf höchstem Niveau zu bieten.

Eine unserer größten Stärken besteht darin, für unsere Kunden erreichbar zu bleiben. Wir glauben, dass Kommunikation für den Aufbau starker Beziehungen zu unseren Kunden unerlässlich ist. Deshalb legen wir großen Wert darauf, immer erreichbar zu sein, wenn Sie uns brauchen, sei es durch Telefonanrufe, E-Mails oder persönliche Treffen.

Unsere Dienstleistungen

Wir bieten eine breite Palette von Dienstleistungen an, die auf die individuellen Bedürfnisse jedes Kunden zugeschnitten sind. Unsere Dienstleistungen umfassen:

Anlageverwaltung: Wir bieten maßgeschneiderte Anlagestrategien basierend auf Ihrer Risikotoleranz und Ihren finanziellen Zielen.

Ruhestandsplanung: Wir helfen Ihnen bei der Planung Ihres Ruhestands, indem wir eine umfassende Strategie erstellen, die Ihre aktuelle finanzielle Situation und Ihre zukünftigen Ziele berücksichtigt.

Nachlassplanung: Gemeinsam mit Ihnen erstellen wir einen Nachlassplan, der sicherstellt, dass Ihr Vermögen nach Ihren Wünschen verteilt wird.

Steuerplanung: Wir helfen, Steuerschulden zu minimieren, indem wir steuereffiziente Strategien entwickeln, die auf Ihre spezifische Situation zugeschnitten sind.

Versicherungsplanung: Wir evaluieren Versicherungsoptionen und empfehlen Policen, die eine angemessene Deckung bieten und gleichzeitig die Kosten minimieren.

Warum Eley Financial Management wählen?

Es gibt viele Gründe, warum sich Eley Financial Management von anderen Anlageberatungsfirmen abhebt:

Unabhängigkeit - Als unabhängiges Unternehmen haben wir keine Bindungen oder Verpflichtungen an einen bestimmten Produkt- oder Dienstanbieter. Dies ermöglicht es uns, eine unvoreingenommene Beratung anzubieten, die speziell auf die Bedürfnisse jedes Kunden zugeschnitten ist.

Erfahrung - Mit über 30 Jahren Erfahrung in der Branche verfügt unser Team über das Wissen und die Expertise, die erforderlich sind, um erfolgreich durch komplexe Finanzmärkte zu navigieren.

Personalisierter Service - Bei Eley Financial Management glauben wir, dass jeder Kunde einzigartig ist. Deshalb nehmen wir uns die Zeit, Ihre spezifischen Bedürfnisse und Ziele zu verstehen, bevor wir eine maßgeschneiderte Strategie entwickeln.

Transparenz - Wir glauben an Transparenz gegenüber unseren Kunden. Wir bieten klare Erläuterungen zu unseren Gebühren und Dienstleistungen, damit Sie genau wissen, wofür Sie bezahlen.

Barrierefreiheit – Unser Team steht Ihnen jederzeit zur Verfügung, um Ihre Fragen zu beantworten oder auf Ihre Bedenken einzugehen. Wir sind stolz darauf, reaktionsschnell und erreichbar zu sein, wann immer Sie uns brauchen.

Abschluss

Wenn Sie nach einem vertrauenswürdigen Partner suchen, der Sie bei der Verwaltung Ihrer Finanzen unterstützt, sind Sie bei Eley Financial Management genau richtig. Mit über 30 Jahren Erfahrung, personalisiertem Service und einem Engagement für Transparenz und Zugänglichkeit setzen wir uns dafür ein, dass unsere Kunden ihre finanziellen Ziele erreichen. Kontaktieren Sie uns noch heute, um mehr darüber zu erfahren, wie wir Ihnen helfen können, Ihre finanzielle Zukunft zu sichern!

Übersetzt