Reviews for Generations Wealth Advisors
Write a review
From Generations Wealth Advisors
Hours
Monday: 8AM - 4:30PM
Tuesday: 8AM - 4:30PM
Wednesday: 8AM - 4:30PM
Thursday: 8AM - 4:30PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
We provide financial guidance that enables our clients to achieve their lifetime goals, desires, and aspirations. In doing this we build peace of mind. Our clients know that our family takes our fiduciary responsibility to them and their assets to heart. We build confidence in our clients by showing them that both they and their loved ones are taken care of throughout their lifetimes and into their legacies. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Generations Wealth Advisors is not affiliated with Kestra IS or Kestra AS.
Google: 5/5
For several years my husband and I have worked with Generations Wealth regarding our investment portfolios. Whether we initiate asking questions or they email or call to initiate giving a suggestion we might want to consider for our portfolios, we’ve been very pleased with what Vince and Alex have done for us and how comfortable they make us feel.