Daner Wealth Management - Alpharetta, Georgia

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Daner Wealth Management: A Trusted Financial Partner

For individuals and families seeking comprehensive and personalized financial guidance, Daner Wealth Management stands as a reputable choice. Located at Address: 11475 Great Oaks Way Suite 340, Alpharetta, GA 30022, this firm offers a dedicated approach to help clients achieve their financial goals and secure their future. Their commitment to client satisfaction is evident, as reflected in consistently high ratings and a focus on accessibility. You can reach them directly at Phone: 703686033, or visit their website at Website: danerwealth.com.

Specialties and Services

Daner Wealth Management specializes in providing expert financial consulting services. They don’t simply offer advice; they collaborate with clients to develop tailored strategies encompassing retirement planning, investment management, and overall wealth preservation. The firm’s core philosophy centers around understanding a client’s unique circumstances, risk tolerance, and aspirations to create a roadmap for sustainable financial success. A key aspect of their service is the regular review and adaptation of these plans, ensuring they remain aligned with the client’s evolving needs and the dynamic market landscape.

Accessibility and Amenities

Daner Wealth Management prioritizes inclusivity and convenience. The office is designed with accessibility in mind, featuring a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Additionally, a restroom is readily available for all visitors. Appointments are recommended to ensure dedicated attention and a thorough discussion of your financial situation. This commitment to ease of access underscores their dedication to serving a broad range of clients.

Client Feedback and Reputation

Daner Wealth Management consistently receives positive feedback, as evidenced by its impressive Average opinion: 5/5 rating on Google My Business, based on 19 reviews. These reviews suggest a strong focus on client relationship building and a demonstrable ability to provide clarity and peace of mind regarding complex financial matters. The feedback highlights a team that is not only knowledgeable but also approachable and dedicated to delivering an exceptional customer experience. It appears they excel at translating financial jargon into understandable strategies and fostering long-term trust.

Key Takeaways & Recommendation

Daner Wealth Management presents itself as a knowledgeable and client-focused firm dedicated to helping individuals navigate the complexities of wealth management. Their commitment to accessibility, combined with a strong emphasis on personalized service and regular plan revisions, creates a compelling proposition for those seeking a trusted financial advisor. To learn more about how Daner Wealth Management can assist you in achieving your financial aspirations, we strongly recommend visiting their website at danerwealth.com and scheduling an appointment.

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👍 Reviews of Daner Wealth Management

Roxy B.

5/5

Marc & Kellie are wonderful to work with! Since this isn’t my area of expertise, I felt in the dark about where I was relative to where I wanted to be to meet my retirement goals. I also didn’t know what the end goal should be based on the lifestyle I’m currently accustom to. Since working with Marc, I have a clear plan that we revisit regularly which has set my mind at ease. It’s always great to connect with him and Kellie since they provide the absolute best customer experience! They’re top-notch professionals in this business.

Ron B.

5/5

Today is the 8-year anniversary of my opening a brokerage account with Marc Daner. As you know, a lot has happened over that timeframe but Marc [Daner Wealth Management,LLC] has performed flawlessly. I am a licensed broker myself, but I haven't worked in that capacity for a long while. However, Marc anticipates and executes on my behalf exactly as I would have, had I been active. His integrity, in all that he and his staff does, has proven flawless. I never have to make corrections. I have never had any reason to complain. You won't find a better firm with whom to trust your assets and wealth.

Wood W.

5/5

Marc's communication skills are off the charts. Anytime there is trouble in the markets he is quick to address any discomfort his clients might have.
From several of his clients we have talked to his assistance at life changing events such as death of a spouse are timely and greatly assist in getting through those tough times.
His use of Wells Fargo systems to plan our withdrawals and access to our accounts over the Internet are great.
His estate planning advice is very good as well.
He keeps our money safe and even after 10 years, including withdrawals, we still have more money now that we did 10 years ago.

Randy S.

5/5

Marc and Kellie at Daner Wealth Management have provided amazing support for Marty and I in our retirement. They have truly become trusted advisors and partners by providing sound advice, reliable execution and outstanding results.

Agnes B.

5/5

Marc and Kelley have always taken a genuine interest in my family. Their financial advice and direction have placed us in a comfortable place today and, in the future, - but it is the personal, caring connection that elevates the experience.

Jay L.

5/5

I’ve been with Marc Daner for years. He always gives great advice with great results, and he is attentive and responsive and has become a good friend. And I love working with Kellie Borror as well.

Jann R.

5/5

I think Marc and Kelley really have our best interests at heart. They meet with us whenever we have questions and they honestly listen to us. We've been with them several years and we are extremely happy with our financial future.

Charisse L.

5/5

We have been so happy with Marc and Kelly and the help they have given us to plan our financial future. They are always there to answer questions and schedule periodic meetings to update and make changes as needed. Five stars all around! Thank you so much!