Reviews for Bybee Wealth Management
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Hours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 4.9/5Map & Location
2245 Prevedel Dr, West Haven
Directions Appointment Call Suggest an Edit

Bybee Wealth Management is a fee-only financial planning firm led by a Certified Financial Planner (CFP®) professional. They take a holistic approach to clients' financial plans and investment portfolios, providing a complete financial picture. As a fee-only firm, they are paid directly by clients and do not accept commissions or kickbacks, ensuring they act as the strongest of fiduciaries. Clients praise the firm's exceptional service and expertise. The financial advisor has a solid understanding of the industry and takes great care to ensure clients understand their finances. They provide excellent education and are always willing to answer questions, helping clients feel at ease about their financial outlook. The advisor is described as kind, patient, understanding, and exceptionally knowledgeable. Clients appreciate the advisor's big-picture thinking and ability to guide them through important financial decisions. They feel the firm genuinely cares about helping them reach their financial goals. Overall, Bybee Wealth Management is highly recommended for anyone seeking a trusted, experienced, and client-focused financial planning partner.