Reviews for Leeward Wealth Management - Kimberly Surber, Certified Financial Planner

Nov 2023

Kim has been a great resource for my husband and I. She has been patient while we gathered our documents and fair while assessing our needs. She is also excellent with figuring out financials for divorces. She is very knowledgeable and caring while working with people in this difficult time!

From Leeward Wealth Management - Kimberly Surber, Certified Financial Planner

At Leeward Wealth Management, we believe the foundation for any recommendation we give is really getting to know you. This helps us identify what's most important so you can achieve your goals—we’re committed to being here for everything life brings your way. Our advisors will design a wealth management strategy that integrates investments, taxes, estate planning, trusts and insurance solutions and reflects how you think about money and life.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 3/5