In depth fact finding interviews, with options based on personal risk tolerance. Easy to get follow up appointments to discuss market trends and possible adjustments to the plan. I would characterize the customer experience as superior. Have made several referrals, and would so again, without reservation.
I have been with this company 7+ years. They have grown significantly during that time but still maintain the qualities that first attracted me to them: friendliness, integrity, availability, and an ability to address my personal financial needs. Each staff member I have dealt with reflects these same values.
I have been with this company 7+ years. They have grown significantly during that time but still maintain the qualities that first attracted me to them: friendliness, integrity, availability, and an ability to address my personal financial needs. Each staff member I have dealt with reflects these same values.
Services
Our mission is to provide confidence and clarity to our client's financial lives, so they can enjoy amazing retirements. The team behind Global Wealth Management is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
At Global Wealth Management, we believe everyone should be able to live the retirement they've always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
We've moved some of our popular workshops to an online format to help you stay informed and help make sure your money is on the right track. Sign up for one of our complimentary webinars below and never miss a beat! Global Wealth Management is proud to have Tom Hegna on to discuss the concepts and strategies from his best selling book and PBS Special "Don't Worry, Retire Happy!"
It's never too late to take the first step or get a second opinion on your financial strategy. It is important to feel you have control over your future. At Global Wealth Management, we can help you develop a strategy to keep you on the path to your goal. Contact us today to schedule a no-obligation meeting to discuss your financial future and the possible role of investments and insurance products in your financial strategy.
Our workshops focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle. Attend one of our workshops to learn how addressing these concerns can help you feel more confident about the days ahead.
Reviews (10)
Joe Solomon
Jan 11, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
After bouncing around to a number of financial advisors we went with Global over 7 years ago and have been extremely pleased with results. Particularly appreciate the personal relationships we’ve developed with Grant, John and the rest of the Global team.
After bouncing around to a number of financial advisors we went with Global over 7 years ago and have been extremely pleased with results. Particularly appreciate the personal relationships we’ve developed with Grant, John and the rest of the Global team.
Kathy Scher
Nov 01, 2021
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Michelle & Mick McLaughlin
Oct 28, 2021
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Michele Olivier
Jul 05, 2021
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The entire crew at Global Wealth know their business. When I moved a year ago I interviewed several firms and Global Wealth came out on top because of their professional approach and their breadth of product. Now I have moved again, this time out of the country, and am confident my interests are well taken care of in my absence. I have recommended them and will continue to do so.
Sharon Peters
Jun 28, 2021
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Stephanie Pavelic
Jun 11, 2021
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Finding a firm to mange your life savings and accounts is an extremely stressful decision. I am very calm now. I have had some difficulty with another investment group in the past. All my questions are answered promptly and I actually understand the process like a pro, almost. I still have lots to learn.
Doris Newman
Jun 01, 2021
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Very personable and helped my wife and I strike the right balance for our individual risk tolerance. The entire staff are responsive to our needs and concerns. We have enjoyed some of the pre-Covid gatherings/lectures and expect to do so again in the future. Since inception, we have realized over 15% gains...not bad!! Highly recommended!!
Harrison Jones Ii
May 29, 2021
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The people at Global Wealth are outstanding Financial managers. I choose their company after extensive research. Four years later and one year into retirement, I can say that they delivered on their promise. No salary but haven’t had to change my lifestyle one bit. It’s a very secure feeling for my wife and I. Personal advisor reviews my account twice yearly to make necessary adjustments.
Elise Herman
Mar 26, 2021
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Choosing a Company to guide you financially is a scary thing. Navigating what to do , and how can put one into investigative paralysis. Global Wealth from the first meeting, explained everything slowly in language we could understand. Did no overwhelm us with graphs and sales pitches. They genuinely are concerned about us. We have now been with them over 3 years and anytime we have a question, they call back immediately, and always add that personal touch to each interaction so that you don’t feel like a number. If you are looking for a Company to act in your best interests, keep you up to date
Denise Miniet
Feb 24, 2021
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I typically receive a call back within a reasonable amount of time. John Thomas understands what my short/long terms needs are and provides recommendations and/or solutions accordingly. Lastly, my requests are executed timely and accurately. I have also observed other members of the Global Wealth team who have equally good reports with their respective clients.
