Apple Tree Asset Management - Fort Wayne, Indiana

Address: 4321 Flagstaff Cove, Fort Wayne, IN 46815.
Phone: 2606377278.
Website: appletreeam.com
Specialties: Financial advisor, Investment service, Tax preparation service.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating.
Opinions: This company has 14 reviews on Google My Business.
Average opinion: 3.4/5.

📌 Location of Apple Tree Asset Management

☎️2606377278

⏰ Open Hours of Apple Tree Asset Management

Monday: 8 AM–6 PM
Tuesday: 8 AM–6 PM
Wednesday: 8 AM–6 PM
Thursday: Closed
Friday: 8 AM–5 PM
Saturday: Closed
Sunday: Closed

Apple Tree Asset Management Overview

If you're seeking knowledgeable financial guidance or investment services in Fort Wayne, Indiana, Apple Tree Asset Management stands out as a reputable choice. Located at 4321 Flagstaff Cove, Fort Wayne, IN 46815, this firm can be reached via phone at 260-637-7278. For those interested in their offerings and services, their website is a valuable resource.

Key Features: Apple Tree Asset Management specializes in providing Financial Advisor Services, Investment Services, and even Tax Preparation Services. This comprehensive approach ensures that clients receive a full suite of services tailored to their financial needs.

Specialties:	Financial Advisor, Investment Service, Tax Preparation Service

For individuals with accessibility concerns, Apple Tree Asset Management is highly accommodating. Their facility features a Wheelchair Accessible Entrance, Parking Lot, and Restroom. Additionally, they offer Wheelchair Accessible Seating, ensuring comfort for all visitors.

In terms of online feedback, Apple Tree Asset Management has garnered 14 reviews on Google My Business, with an Average Opinion Rating of 3.4/5. While this indicates a room for improvement, the presence of reviews suggests that they value client feedback and strive for excellence.

Here are some important points to consider when reaching out or planning to visit:

Ensure to call ahead or check their website for any updates on services or accessibility.
The accessible facilities make it a welcoming environment for those requiring special accommodations.
Consider the average rating when forming your expectations, but also look for specific reviews for a clearer picture.

For anyone looking to consult with professionals who offer a blend of financial advice, investment strategies, and tax services in a welcoming, accessible environment, Apple Tree Asset Management is worth considering. Their commitment to providing comprehensive financial solutions is evident in their variety of services.

We highly recommend you visit their website at appletreeam.com to learn more about their services, read client testimonials, and get in touch with them to discuss how they can assist you with your financial goals.

👍 Reviews of Apple Tree Asset Management

Apple Tree Asset Management - Fort Wayne, Indiana

michelle L.

2/5

For the last two years apple tree has done my taxes. This year I received a letter with bold print on what they won't be doing, along with extra charges. Letter was rather rude. Forgetting to boldly thank the customer that keep them in business. Environmental was never friendly. After receiving the letter decided to seek a new tax service. So thankful I did.

Sandee K.

1/5

Would not recommend using these ppl to do your taxes, personal or business. You are not a person. But a number. Not once did they try to get us the correct deductions we had and charged us a lot of money to do them. We are currently in the process of getting out taxes amended from the last 2 years because of incorrect documenting(we're talking thousands of dollars). The customer service is yet to be desired and it seems as if they are over their head.

Cheryl P.

1/5

My husband and I filed our taxes with Appletree and were very disappointed! My husband took our tax return paperwork to them in March. Come the last week and the final day of taxes in April, they were finally doing them. On the Monday everything was due, April 18, I had to quickly get items for them in order to turn our taxes in. The worst part, we had to pay thousands of dollars and we didn't even know until the day it was due. We couldn't get a money order and then had to be charged interest by the IRS. We have never been late on taxes and then to be charged $200 of interest by the IRS because we couldn't pay the thousands of dollars we owed on that day same day. Ugh!

Cohl H.

1/5

I scheduled an appointment a week out. I know it was the right place because the lady had me take down the address and confirm the location. I called back the day before the appointment because I wasnt sure if I had scheduled it for 1 or 130 and I didnt have the note on me. They proceed to inform me they have no records of any appointment for me. Needless to say, I will be taking my business else where. Why would I trust someone to do my taxes when they cant even schedule appointments correctly.

Lindsey D.

5/5

I had a fantastic time doing my taxes and I bet a lot of people can't say that! Keith at the Maplecrest location was great and I left feeling confident that everything was done right! Wonderful Experience!

Robert W.

5/5

Apple Tree is a wonderful group to work with. They are a book of knowledge. Always professional. If you are a business owner and not using them you are remiss.

Ben G.

5/5

Appletree has most definitely been a resource that I'm happy to have.

Any questions or concerns have been dealt with expediently and professionally.

10/10 no regret, and will continue to reccomend them.

taylor M.

1/5

my husband went through an account through this “business”. unresponsive, unprofessional, actually ridiculous. save your time and don’t even deal with these people.