Preservation Wealth Management - Galesburg, Illinois

About Preservation Wealth Management

Located at 250 E Main St #117, Galesburg, IL 61401, Preservation Wealth Management stands out as a notable financial planning service, particularly for those seeking a dedicated financial planner. With a phone number easily accessible at 93424109, clients can reach out for personalized advice and services. The company's webpage, although not directly provided, promises to offer detailed insights into their range of financial planning services and investment strategies.

Facilities and Accessibility

Preservation Wealth Management prides itself on being fully accessible. Their office is equipped with a wheelchair accessible entrance, ensuring that everyone can visit without hassle. Additionally, they offer a designated wheelchair accessible parking lot for clients with mobility needs. The establishment also boasts a wheelchair accessible restroom, demonstrating their commitment to inclusivity. For those who require it, restrooms are readily available within the premises.

Services and Expertise

As a Financial Planner, Preservation Wealth Management specializes in helping individuals and families manage their finances effectively and plan for the future. Their expertise includes but is not limited to:
- Investment Strategies: Crafting tailored investment plans to meet various financial goals.
- Retirement Planning: Ensuring clients have a secure financial future in their retirement years.
- Wealth Management: Comprehensive management of assets to grow wealth over time.

Client Reviews and Experience

Client Opinions: With only 5 reviews on Google My Business, the average opinion stands at 3.4/5. This suggests a generally positive experience, with long-term trust from clients like Lynn T., who has trusted Tim Loving and his team with their financial assets and retirement plans for over a decade. Clients appreciate the company's trustworthy, dedicated approach to financial stewardship, enhanced by Tim's commitment to educating clients through seminars and offering solid advice.

Recommendations

For anyone considering financial planning services, Preservation Wealth Management is worth exploring, especially for those in the Galesburg area who value accessibility and personalized service. It's recommended that potential clients make appointments to discuss their specific financial needs and goals in detail. The company's dedication to client education and commitment to long-term financial health are evident in their practices and the trust their clients have placed in them.

👍 Reviews of Preservation Wealth Management

Lynn T.

5/5

We’ve trusted Tim Loving with our financial assets & retirement plan for over ten years. He and his staff have been trustworthy, dedicated stewards of our financial well-being for all this time. Tim offers seminars and solid advice based on a personal commitment to his clients. We highly recommend Preservation Financial Management! Lynn T.

Nancy L.

1/5

Tim got my folks and me into investment products, and we felt comfortable w the service at first. Once I retired and chose not to move my IRA to Tim, he has chosen to stop servicing both my accounts and my folks. We are now having to find someone to transfer these products to. Luckily we’ve found a very capable advisor. Proceed with caution.

Cody C.

5/5

Extensive personal planning! The team at Preservation Financial Management took the time to meet me in the evening, when it was convienent for me. I didn't feel like the plan was generic, instead they personalized it for my needs. They answered all my questions in great detail and I would recommend them to anyone looking for financial guidance.

Donald B.

2/5

My experience with Tim Loving has been very costly.He has done well for his company,but not for us.my wife and I trusted him completely at first, but I'm sorry to say it's been a bad experience.

Bobby B.

4/5

Dealing with someone’s millions has to be handled with care. I’m glad for the services offered here. So far so good.