Active Wealth Management, Inc. - Alpharetta, Georgia

Active Wealth Management, Inc.: A Comprehensive Guide

Introduction

Active Wealth Management, Inc., located at 1740 Grassland Pkwy Bldg. 206, Alpharetta, GA 30004, is a distinguished financial planning firm dedicated to helping clients achieve their financial goals. With a phone number of 706851777 and a website at activewealth.com, the company has established a strong presence in the financial industry.

Specialties and Services

Specializing in financial planning, Active Wealth Management, Inc. offers a range of services to cater to individual needs. The company prides itself on providing online appointments, onsite services, and ensuring accessibility for all clients with wheelchair accessible entrance, wheelchair accessible parking lot, wheelchair accessible restrooms, and wheelchair accessible seating. It is recommended to schedule an appointment in advance to ensure the best possible experience.

Expertise and Reputation

With an impressive average opinion rating of 5/5 based on 50 reviews on Google My Business, Active Wealth Management, Inc. has garnered a stellar reputation within the financial planning community. Testimonials from satisfied clients highlight the personalized approach taken by the team, led by Ford, who goes above and beyond to create tailored financial strategies that exceed expectations.

Key Features:

• Personalized Strategies: The team at Active Wealth Management, Inc. takes the time to understand each client's unique financial situation and goals, creating customized plans to meet their specific needs.
• Preferred Partnership: The firm emphasizes building a preferred partnership with their clients, working closely together to achieve and maintain their financial goals.
• Servant Leadership: Active Wealth Management, Inc. prides itself on its servant leadership approach, prioritizing the needs and well-being of their clients.

Recommendation

👍 Reviews of Active Wealth Management, Inc.

Jamey H.

5/5

My wife and I had an excellent experience with Active Wealth. Ford gave us a personalized strategy that exceeded our expectations. He took the time to thoroughly explain the details of our plan. Afterwards we felt completely secure in our financial future! I wish we would have found Active Wealth Management earlier!!

D H.

5/5

Most important - you can trust Ford and his team. They are focused on a preferred partnership with their clients to hit the financial plan and goals of each. Great servant leaders!

Samuel D.

5/5

Ford helped me and my father improve our financial plans for retirement!

Ben B.

5/5

Ford does a great job! Clear and concise recommendations. Smart and intuitive information. Go check out his radio show!

Jacob B.

5/5

Ford is a very insightful and knowledgeable advisor. Puts together some very detailed information and is really passionate about what he does. If you're interested in learning check out his show.

John S.

5/5

Ford is incredibly helpful and knowledgeable. I would recommend his services to anyone in need of someone trustworthy. Check out his radio show!

zach G.

5/5

Ford had great advice and was extremely helpful. Definitely check out his radio show, lots of good information!

costa M.

5/5

Ford does an amazing job.... I would highly recommend checking out his radio show!