Advanced Wealth Strategies, Inc. - Cornelius, North Carolina

dominique P.

I'm delighted to share my exceptional experience with Rich at AWS who has been instrumental in shaping my retirement plan and financial goals. AWS has been an absolute game-changer, and I am incredibly grateful for their guidance and expertise.

What truly sets Rich and AWS apart is their ability to explain complex financial concepts in a clear and accessible manner. They patiently walked me through various retirement strategies, ensuring I had a firm grasp of the options available. His communication skills fostered an environment of trust and open dialogue, making the entire process a breeze.

Thanks to his assistance, I now have a clear direction for my retirement and a newfound sense of financial security. Without hesitation, I wholeheartedly recommend Rich and AWS' services to anyone seeking a reliable partner in their financial journey.

Briana B.

Rich at AWS has been fantastic to work with. AWS has an education first mentality. You get both a confident financial plan and an understanding of your financial plan. Rich is client first, ensuring I always have my questions answered and readily available for any changes. I couldn't recommend AWS enough. I'd highly recommend considering Rich, and the AWS team, for your financial strategy. Thanks for all you have done!

Keren H.

Everyone at AWS is VERY knowledgeable about how to set up your retirement for maximum return and minimum taxation. For any situation be it starting right out o college or almost ready to retire they can help you get the most out of years of hard work.

Jim V.

Douglas Marion has developed a strategy for my wife and myself that will allow me to retire more quickly than I could ever imagine. He is very knowledgeable, a good listener and a financial expert. If you live in the Lake Norman market, give Advanced Wealth Strategies a cal!

Chris C.

Douglas at Advanced Wealth Strategies has been amazing to work with! He helped me and my wife with our planning needs. When he could have sold us a product that would have put much more money in his pocket, he didn't. Instead, he did what was best for me and my family. Douglas is as sharp as they come and master at wealth planning and tax savings. If you don't talk to him, you are throwing away your money!

Team M.

This is an outstanding team of professionals with client's best interests at heart. Highly recommend a conversation.

Chloe S.

Renee is wonderful. Highly recommend!