About Echo Wealth Management, LLC
Reviews for Echo Wealth Management, LLC
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Echo Wealth Management, LLC is a boutique wealth management firm located in Plymouth, MN, dedicated to simplifying financial planning for clients. With a focus on personalized, concierge-level service, the firm provides customized financial strategies tailored to individual goals, whether for wealth growth, retirement planning, or legacy preservation. Clients have expressed high satisfaction with the firm, highlighting the outstanding team and exceptional client service. Echo Wealth’s professionals are noted for their helpful and professional advice, combined with a light and enjoyable approach to financial discussions. Clients appreciate the holistic strategy that fosters confidence in their financial future, particularly as they prepare for retirement. The Echo Dashboard & App further enhances the client experience by offering real-time access to portfolios and financial plans. Overall, Echo Wealth Management is recognized for its deep personal engagement and commitment to helping clients feel secure today and ready for tomorrow.
We have been with Echo even before she began EWM. Was thrilled when she took the calculated risk to take off on her own, and have only grown more impressed each year. Echo and her growing team of highly professional, highly responsive and always on top of things has continuously demonstrated commitment to doing the best and we continuously confident in knowing we're being cared for. We've been pleased to have referred EWM to other family and friends over the years.
Very satisfied client for 10 years! Echo Wealth is an outstanding financial advisory firm with a top-notch team and incredible client service. We couldn't be happier and trust Echo's team completely.
Everyone on the Echo Wealth team has been fantastic to work with. Their advice is helpful and professional but they also have a way of keeping the conversations around finances light and fun.