About Shank Wealth Management

Shank Wealth Management is praised for its excellent service and effective investment strategies. Clients appreciate the welcoming and helpful team, which creates a family-like atmosphere. The business is known for its genuine approach and commitment to client satisfaction, making it a recommended choice for those seeking to build a stable and productive investment portfolio.

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Reviews for Shank Wealth Management

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  • Jan 2023

    I have been with Bill Shank for a little over 8 years now. I am completely satisfied with the service I have received and the investment strategies he and his team have pursued. I can highly recommend Bill and his team to anyone wanting to establish a stable and productive investment portfolio.

  • Jan 2023

    I retired in March of 2020 and entrusted Shank Wealth management with my portfolio. Bill has been very good and always answers when I have questions. For me I liked the feel of the family business. Bill is very genuine and has treated me like a friend.

Hours

Monday: 8AM - 4PM
Tuesday: 8AM - 4PM
Wednesday: 8AM - 4PM
Thursday: 8AM - 4PM
Friday: 8AM - 3PM
Saturday: ClosedSunday: Closed

Location

2627 Chestnut Ridge Rd #260, Kingwood

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