About Means Wealth Management
Reviews for Means Wealth Management
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Monday: 8AM - 4:30PM
Tuesday: 8AM - 4:30PM
Wednesday: 8AM - 4:30PM
Thursday: 8AM - 4:30PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed
Means Wealth Management provides exceptional service and personalized financial planning. Clients experience a warm, friendly atmosphere where they are treated like family. The team, including TJ Herlihy and Denise, go above and beyond to help clients achieve their goals, with some clients seeing significant growth in their investments even during turbulent times. Overall, Means Wealth Management is highly recommended for quality, caring, and effective wealth management.
The entire experience has been phenomenal. Everyone knows your name and treats you like family. On top of that, they quintupled my money in 5 years, through some very turbulent economic times. Extremely pleased. My only regret is I didn't have more to invest.
Continually provides high value and top notch service. Certainly not a one size fits all approach. TJ and the company overall have been incredibly helpful with my financial planning.
TJ Herlihy from Means Wealth Management has set the bar extremely high for a financial advisor that I don't think anyone else will ever come close to. He went the extra mile numerous times to help me. However, TJ is not the only one who left a wonderful impression on me as soon as I walked through the door Denise greeted me by name with a smile, offered me a cup of coffee, and was extremely kind and courteous throughout the entire process. In addition to Denise, the entire team at Means was friendly and down-to-earth I was truly amazed at the level of service that Means provided. I would highly recommend them to anyone looking for a quality Wealth Management Firm.