About Prime Wealth Development
Reviews for Prime Wealth Development
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Prime Wealth Development, led by Julio, provides financial advisory services. Julio brings over 30 years of experience working with multi-million dollar companies to help businesses, including startups and small manufacturing/tech businesses. Clients have praised Julio's commitment to ethics and transparency, as well as his pragmatic approach to financial management. He helps businesses with cash flow, outsourcing, accounting, supply chain, and payroll. Julio's leadership and coaching abilities are seen as valuable assets, empowering clients to focus on strategic growth and achieve their financial goals. Clients find working with Julio and Prime Wealth Development to be a rewarding and positive experience, particularly during challenging times like the COVID-19 pandemic.
Facing a critical decision with $800,000 on the line for our EB-5 green card investment, we needed expert guidance, and Julio delivered. He not only brought his deep expertise of the real estate market, but his methodical approach, breaking down complex financial projections into easily digestible terms, gave us immense clarity. Julio's deep understanding of real estate investment structures & asset classes was evident when he identified a potential red flag in one of the projects that we had completely overlooked. He delivered a meticulously detailed report, assessing both options from various angles (market risk, financial risk, etc.), and patiently walked us through...read full review
As an investor, we hired Mr Julio Ortiz to serve as a factional FD for our small manufacturing/tech business in Dallas, TX. From the outset, Julio created stability and professionalism in the finance and back office functions of the business. He helped manage cash flow, outsourced and in-house accountants, supply chain, and payroll functions. Julio brought greater confidence and credulity to the business, making it easier as an owner/manager to focus on strategy and fundraising. I would recommend Mr Julio Ortiz without reservation.
Working together with Julio as CEO and founder of Prime Wealth Development, is getting leadership and guidance in Financial Advisory.For me it has been an enlightening and rewarding experience. Julio's unwavering commitment to ethics and transparency sets him apart in the financial advisory industry. His pragmatic approach to identifying what works and what doesn't has not only saved us valuable time but also enabled us to focus our efforts on key projects that drive success.During the three years of collaboration, Julio's exceptional leadership skills have been a guiding light for me as a referral source. His coaching abilities have empowered me to grow both professionally...read full review