Fisher Wealth Management - Burlington, North Carolina

Address: 3120 S Church St #101, Burlington, NC 27215.
Phone: 65324396.
Website: fisher-wealthmanagement.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Fisher Wealth Management

Fisher Wealth Management 3120 S Church St #101, Burlington, NC 27215

⏰ Open Hours of Fisher Wealth Management

  • Monday: 8 AM–5 PM
  • Tuesday: 8 AM–5 PM
  • Wednesday: 8 AM–5 PM
  • Thursday: 8 AM–5 PM
  • Friday: 8 AM–5 PM
  • Saturday: Closed
  • Sunday: Closed

Fisher Wealth Management

Fisher Wealth Management is a highly regarded financial planning firm located at 3120 S Church St #101, Burlington, NC 27215. With a strong focus on providing exceptional financial advice, this company has established a solid reputation in the area. Their team of experienced professionals is dedicated to helping clients achieve their financial goals through personalized strategies and innovative solutions.

Specialties: Financial planner
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended
Opinions: This company has 5 reviews on Google My Business.
Average opinion: 5/5.

About Fisher Wealth Management

Fisher Wealth Management is a premier financial planning firm that has been serving the Burlington, NC community for many years. Their team of experienced professionals is committed to providing personalized financial advice and solutions to help clients achieve their financial goals. With a strong focus on building long-term relationships, Fisher Wealth Management takes the time to understand each client's unique circumstances and develops customized strategies to meet their specific needs.

The company's specialty lies in financial planning, where they work closely with clients to create comprehensive plans that address their short-term and long-term financial objectives. This includes areas such as investment management, retirement planning, tax planning, estate planning, and risk management.

In addition to their expertise in financial planning, Fisher Wealth Management is also committed to providing a comfortable and accessible environment for their clients. They offer wheelchair accessible entrance, parking lot, and restroom facilities, ensuring that all clients can easily access their services.

To schedule an appointment with Fisher Wealth Management, it is recommended to contact the firm in advance, as they prefer to accommodate clients based on their availability. Their phone number is 65324396, and their website can be found at fisher-wealthmanagement.com.

What People Are Saying

Fisher Wealth Management has received positive feedback from clients who have utilized their services. One satisfied client described their experience as follows: "Fisher Management on a 1 to 10 rigorous scale is a 15 +. The people are so friendly, helpful, and professional. Rick Fisher, the founder, is an up beat, positive person who breeds success Logan Shape, one of his associates, who helped me, is cut right out of Rick Fishers mold. Logan is, putting it frankly, just an intelligent awesome person. You won't be disappointed with Fisher Wealth Management"

Another client praised the company's personalized approach, stating that they felt valued and understood, which contributed to their overall satisfaction with the service. These reviews and the company's high average opinion score of 5/5 demonstrate the commitment of Fisher Wealth Management to providing exceptional financial planning services to their clients.

👍 Reviews of Fisher Wealth Management

Fisher Wealth Management - Burlington, North Carolina
Bruce P.
5/5

😎 Fisher Management on a 1 to 10 rigorous scale is a 15 +. The people are so friendly, helpful and professional. Rick Fisher, is such an up beat, positive person he has to breed success! Logan Shape, one of his associates, who helped me, is cut right out of Rick Fishers mold. Logan is, putting it frankly, just an intelligent awesome person. You won't be disappointed with Fisher Wealth Management!!!! 😉

Fisher Wealth Management - Burlington, North Carolina
Steve E.
5/5

I've had the good fortune of working with Fisher Wealth Management in Burlington, North Carolina as my go to advisory firm for investing for close to 8 years. They manage my retirement savings and more. FWM was founded by Dick Fisher and is now managed by his son Rick Fisher, who is as knowledgeable about prudent investments as he is caring about ALL of his clients and his very professional staff. Rick has the Midas touch when it comes to successfully building a team that cares for each of his customers as if they were family. FWM not only manages their clients investments but this team knows the importance of building great business referral networks among its clients and investing back into he community. This firm is a model for what a great local business should be.

Fisher Wealth Management - Burlington, North Carolina
Anthony E.
5/5

Mr. Fisher and Rick have been helping me reach my financial goals since 2003. Great service and family to work with!

Fisher Wealth Management - Burlington, North Carolina
Bob M.
5/5

Great people to work with! Very knowledgable and up to date with market trends and analysis.

Fisher Wealth Management - Burlington, North Carolina
SouthSide S.
5/5

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