Old Fort Wealth Management - Fort Smith, Arkansas

Old Fort Wealth Management is a financial consulting firm located in Fort Smith, Arkansas. This company, with the address Address: 200 N Greenwood Ave Suite 1, Fort Smith, AR 72901, United States, is dedicated to providing financial consulting, finance brokering, and tax consulting services. You can easily contact them by phone at Phone: +4792693844 or visit their website at Website: oldfortwm.net.

Old Fort Wealth Management has several key features that make it an excellent choice for financial services. As a women-owned business, it brings a unique perspective to the financial industry. The company offers online appointments, on-site services, and wheelchair-accessible facilities, including parking, entrance, and toilets. These features make it convenient and accessible for all clients, regardless of their mobility needs.

This company is highly recommended, with an average rating of Average opinion: 5/5 from 25 reviews on Google My Business. Client feedback highlights the professionalism, expertise, and personalized approach of Old Fort Wealth Management.

When searching for financial services, consider the following factors:

1. Expertise: Ensure the company has experienced and knowledgeable financial consultants, finance brokers, and tax consultants.
2. Accessibility: Look for a company that offers online appointments, on-site services, and wheelchair-accessible facilities.
3. Reputation: Check reviews and ratings from previous clients to gauge the company's reputation.
4. Personalized Approach: Choose a firm that takes the time to understand your unique financial needs and goals.

Old Fort Wealth Management excels in all these areas, making it an ideal choice for financial services. To learn more about their offerings and how they can help you achieve your financial goals, visit their website at Website: oldfortwm.net and schedule an appointment today.

Reviews of Old Fort Wealth Management

Gloria Cherry

5/5

Melanie has been my Financial Advisor and friend for around 20 years. I liked and trusted her immediately and she hasn't ever let me down. The main reason I hired her as my Advisor is because she is a CPA and I am a CPA, so I liked the fact that she had the big picture for my investments and me. Now that I am retired, she continues to work with me as I draw on my retirement, but not forfeit my hard work on taxes.
Melanie has values and customer service; and in this day and age, those two attributes are hard to come by.
I highly recommend Melanie and her staff for any financial needs. I have been more than pleased with my results.

Ginger Gitthens

5/5

Melanie came highly recommended by my dear friend who is very much on top of her finances and investments. Melanie and her staff are so easily accessible and will happily do what it takes to meet on my time frame. Melanie is easy to get to know and uses language that is easy to understand. She really cares about what her client’s needs and future plans are. She’s an excellent teacher, makes you feel at ease immediately and is in no way interested in high pressure tactics. I’m so glad I connected with Old Fort Wealth Management.

Bobbi May

5/5

Melanie at Old Fort is fantastic! She is competent and professional. Melanie knows her job and has no issues helping her clients achieve their goals. Highly recommend!!

Andrew V. S.

5/5

Met with Melanie , what an absolute pleasure. Very welcoming and opening environment. Melanie and her staff have gone beyond customer service and exceed hospitality. Extremely knowledgeable and has the ability to break down complex systems into easy ways of understanding. Anything to do with Taxes or money management can make anyone feelings of uncertainty and anxiety. But Melanie and her staff break it down to the basics, and builds a real relationship with you. They are far from being after your money they truly have your best interest at heart. I left my meeting with her filling hopefully and confident. With Old Fort Wealth your not a number or just a random face in the crowd they have really gone above and beyond to make it feel like an extension of home and family. I look forward to many years of doing business with Old Fort Wealth. I would not trust my financial planning or taxes with these big companies and corporate entities. She will do more for you then any of the big banks, and will be more happy to see you hitting your financial goals , and watching you grow and prosper with the help of her team. I wouldn’t trust anyone else with my business. Don’t pass Old Fort Wealth up I promise you it’s worth your time and energy to meet this team of experts. We are truly blessed to have a company that values and operates in truth , transparency, and integrity.

Len Bauman

5/5

My wife and I tried a couple different investment firms, but when we met Melanie we knew from the first return that we had made the right choice.Many years later we still have the same feelings as our investments have met our acceptance. The door is always open to get Melanie or someone to give you the information you need. Melanie and Lisa are top notch at what they do, and visiting their office is like visiting family.

Rebecca Macy

5/5

A great wealth management company. My husband and I have worked with Melanie Radcliff at Old Fort Wealth Management since 2005. We now call her our friend and I share with anyone that will listen what she has done for us. She has taught us and guided us financially so well for years. We were both able to retire early and comfortable due to her guidance and investment advice. She guides us to withhold the correct taxes and keeps us informed in market changes. In all these years she has helped us through many market changes and anxiety. We meet with her anytime we need information or fears calmed. She is a great financial teacher, wealth manager and friend. She and Lisa Ann work hard to build relationships and wealth with all there clients but they make us feel like we are their favorite clients.

Sam Grounds

5/5

My wife & I sat down for one of Melanie’s free consultations and we were extremely happy with the time we were able to spend with her. The office staff was very warm and welcoming. Melanie was very personable & we absolutely felt like she listened to our questions and tailored her expertise for us. No high pressure sales, no system to buy into, just honest answers and good advice. We plan to continue using her services.

Tamika Henry

5/5

Mrs. Melanie was God sent , She was anointed in helping us and answering our questions concerning our Nonprofit, I currently recommend anyone to her.