About Fraser Wealth Management
Reviews for Fraser Wealth Management
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Fraser Wealth Management is a financial planning firm known for its knowledgeable, thorough, and professional yet completely approachable service. Clients report excellent, rock-solid advice and describe the team as trustworthy, with everyone in the office listening carefully to individual needs and concerns. The firm is highlighted for addressing specific client goals with personalized, comprehensive plans that avoid a cookie-cutter approach, moving clients comfortably from accumulating assets to spending them. Their way of doing business is described as far superior, with reasonable, well-explained costs and plans provided at no initial charge. The impressive tools at their disposal allow for clear analysis of how changes affect the overall financial future. Commitment to outstanding ongoing service includes semi-annual or annual reviews and exceptional customer service, with questions answered literally within minutes. The team works to ensure the total plan is complete, thinking outside the box on aspects like long-term care. Clients emphasize that Fraser Wealth Management is the best decision for their financial future, recommending the firm without reservation as they feature good, trustworthy, upstanding people who exceed expectations.
An excellent overall experience with Derek Hartmann. Extremely knowledgeable and attentive, with a genuine commitment to understanding my needs and providing clear, thoughtful guidance.
My husband and I have been working with Derek for almost three years, and we couldn’t be happier with the experience. With his guidance, we’ve been able to radically improve our retirement outcomes and develop stronger saving habits. He always takes the time to understand our goals, explain things clearly and provides personalized advice. Thanks to Derek, we feel confident and secure in our financial future.
Years ago, my wife and I selected Tim to handle our IRA’s, and to guide our much-delayed retirement planning. We made the right choice.After 2 disastrous experiences with commission-based advisors, I’m sure we were not easy clients. Tim addressed our needs very differently. He listened carefully to our specific needs and concerns, and explained in an understandable way the realities of moving from accumulating assets to spending them. He spoke from experience about where the knowns and unknowns were, and how to control them. Most importantly, we were immediately much more comfortable with the whole process.The plan he helped us prepare came at no charge, where...read full review