Kevin Gustafson Financial - Osaic Wealth - Seven Lakes, North Carolina

Address: 1030 Seven Lakes Dr, Seven Lakes, NC 27376.
Phone: 07397757.
Website: goldenruleadvisors.com
Specialties: Financial advisor.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot.
Opinions: This company has 19 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Kevin Gustafson Financial - Osaic Wealth

Kevin Gustafson Financial - Osaic Wealth 1030 Seven Lakes Dr, Seven Lakes, NC 27376

☎️07397757

⏰ Open Hours of Kevin Gustafson Financial - Osaic Wealth

Monday: 8 AM–4 PM
Tuesday: 8 AM–4 PM
Wednesday: 8 AM–4 PM
Thursday: 8 AM–4 PM
Friday: 8 AM–4 PM
Saturday: Closed
Sunday: Closed

Kevin Gustafson Financial - Osaic Wealth

Located at 1030 Seven Lakes Dr, Seven Lakes, NC 27376, Kevin Gustafson Financial - Osaic Wealth is a reputable financial advisory firm specializing in providing personalized financial advice to their clients. The firm can be reached via phone at 07397757 or through their website at goldenruleadvisors.com.

Specialties

Specializing in financial advising, the firm focuses on helping clients achieve their financial goals by offering a range of services including investment management, retirement planning, and estate planning.

Other Points of Interest

Kevin Gustafson Financial - Osaic Wealth is committed to ensuring accessibility for all clients, with features such as wheelchair accessible entrance and parking lot.

Opinions and Reviews

This company has garnered a strong reputation, with 19 reviews on Google My Business and an impressive average rating of 5/5. Clients praise the firm for its personalized approach, accessibility, and support staff. One client, Ken N, has been with the firm since 2004 and appreciates the alignment of investing philosophy and values with his own.

With a strong emphasis on client relationships and financial planning, Kevin Gustafson Financial - Osaic Wealth continues to be a trusted name in the financial advisory industry.

👍 Reviews of Kevin Gustafson Financial - Osaic Wealth

Kevin Gustafson Financial - Osaic Wealth - Seven Lakes, North Carolina

Ken N.

5/5

I have been a client of Kevin’s since 2004. I have relied on his advice and seen the value of my portfolio continue to grow. One of the reasons I enjoy working with Kevin is that he always makes me feel that my input is just as important. He has always been accessible with any questions I have regarding my portfolio. He has support staff that does a great job of backing him up. As my portfolio has grown, I have continued to increase my holding under his management. I have been very fortunate to have a financial advisor whose investing philosophy and values align closely with my own.

Ken N

Trevor P.

5/5

Kevin has been amazing to work with. As someone just starting out with managing my finances, he's made everything so much clearer and easier to understand, especially when it comes to properly managing my money and income for the future. He really takes the time to explain things and offers advice and investments that are fully tailored to my goals. Highly recommend!

dankirkjuggler

5/5

Kevin has been my financial advisor 20 plus years. He will work with all income levels. He wants you to succeed in all areas of your life including financially. He has a great team and very important to me is that he puts God ahead of wealth. We are blessed to have Kevin in our lives. I’d definitely recommend him!

Andy C.

5/5

It is never easy to open up about finances and trust someone to guide you. Kevin has been absolutely outstanding and has put my wife and at ease as we plan for our retirement with three young kids getting ready to take on college in the very near future. Kevin is also a family man that understands the everyday worries of providing for others. After 21 years of guidance we are extremely grateful for his guidance and expertise that has put us in a much better financial position to retire.

Patrick D.

5/5

Kevin has always been very tuned in to our goals and he tells it pretty much like it is. Be it good or bad he just puts it out there to keep us informed. He has been very good for us and we continue to make money. He will listen to what you have to say or what your concerns are. Would definitely recommend Kevin to any one interested.

Brandon R.

5/5

Working with Kevin Gustafson has been an impactful experience. He is professional, approachable, and truly listens to my concerns. He doesn’t push unnecessary products and cares about my financial well-being. I highly recommend his services for anyone looking to take control of their finances.

Lora C.

5/5

I have worked with Kevin for a number of years, he is my trusted source for financial advice. Kevin is proactive in our investment portfolio and reaches out when changes or opportunities are in our best interest. Extremely knowledgeable in investment products a family man with a deep faith is exactly who I feel I can entrust with not only my financial future but the financial legacy I want to leave for my daughters and grandchildren.

Susan Z.

5/5

My husband and I have been with Kevin for a couple of decades. We appreciate and respect the honesty of the advice he provides for what is truly best for us personally. He has ours and others best interests as the priority. He is someone who walks the walk. Very admirable and comforting to us.