Reviews for Fort Wealth Management
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
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Google: 5/5 BBB: A+Fort Wealth Management
7701 San Felipe Blvd, Austin
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I met Justin at one of his meeting in 2015After the meeting my wife and I set a appointment to sit down and go over our .financial plan after which we asked him to put a plan together for our retirement.We met again and after reviewing the plan we moved all our retirement funds into the planIn December 2018 my wife was going to start her social security and the information options were confusing so we pulled out Justin's planWe followed the plan and saved a considerable amount by following his planJustin and his team are professional in everything they doThanks to them my wife and I have a solid plan for retirementB z
Melissa did a fantastic job with the Medicare supplement insurance options. She is very knowledgeable and took a lot of time with me. She was extremely patient when I was not understanding all the different options that were available to me. I would highly recommend her to anybody that’s looking for help with their Medicare insurance they also do investments and are wonderful people.
Justin is very knowledgeable. Very patient and very attentive to your long term retirement needs. There is no pressure to have his firm get your business, but I would highly recommend this firm. His staff is also very friendly and great to work with. Office is a relaxed atmosphere.