Stratos Wealth Partners - Flagstaff, Arizona

Stratos Wealth Partners

Stratos Wealth Partners is a reputable financial services firm located at 5745 Lee Dr, Flagstaff, AZ 86004, United States. With a phone number of 9283250271, and a website at stratossedonaflag.com, the company offers a range of specialized services.

About Stratos Wealth Partners

Specializing in financial planning, consulting, investment services, and life insurance, Stratos Wealth Partners has become a trusted name in the industry. The company is also identified as women-owned, adding a unique dimension to its service offerings.

Key Features and Services

Some key features of Stratos Wealth Partners include online appointment booking, on-site services, and accessibility for those with disabilities, including a wheelchair-accessible parking lot, entrance, and restroom. The firm also prides itself on being LGBTQ+ friendly, offering a welcoming environment for all clients.

Client Reviews and Experiences

With an impressive average rating of 5 out of 5 stars based on 7 reviews on Google My Business, Stratos Wealth Partners has garnered high praise from its clients. Many clients have shared their positive experiences, highlighting the personalized and professional service they have received.

Dawna Westberg-Welch, a notable figure at the firm, has been commended for her personable approach and excellent advice. Clients appreciate the ease of accessing information through the company's comprehensive website and the peace of mind that comes with a well-managed investment portfolio.

One client, now retired, attributes their financial security to Dawna's strategic investment advice, allowing them to sleep well at night with a lower risk and steady dividends. Another retiree has been consistently impressed with Dawna's ongoing care and management of their portfolio, praising her skill in managing money.

Stratos Wealth Partners' dedication to personalized service, coupled with its commitment to accessibility and diversity, sets it apart in the financial services industry. For those seeking a trustworthy and comprehensive financial planning and investment solution, Stratos Wealth Partners is undoubtedly a top choice.

👍 Reviews of Stratos Wealth Partners

Rick B.

5/5

Dawna has helped a great deal in the focus of my investments. I am retired now and need to keep my investment dollars safe while still participating in the growth of the stock market. The strategy she suggested is working very well and I sleep well at night in the comfort of lower risk with dividends. Thank you Dawna.

Chuck P.

5/5

I've been retired for almost 5 years now and she always keeps in touch and she takes care Of my portfolio She very good at managing money

Marian W.

5/5

RE: Dawna Westberg-Welch
Very personable agent, excellent advice and a great website with easy access and comprehensive display.

Carol B.

5/5

Always exceptional!

Diane S.

5/5

Barbara M.

5/5

Jennifer P.

5/5