Regatta Wealth Management, LLC - Lake Bluff, Illinois
Address: 10 E Scranton Ave #301b, Lake Bluff, IL 60044.
Phone: 76044940.
Website: regattawm.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 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Regatta Wealth Management, LLC
⏰ Open Hours of Regatta Wealth Management, LLC
- 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
Okay, here’s a detailed description of Regatta Wealth Management, LLC, formatted as requested, emphasizing key information and aiming for a professional and helpful tone:
Regatta Wealth Management, LLC: A Comprehensive Overview
For individuals and families seeking expert financial planning services, Regatta Wealth Management, LLC presents itself as a dedicated resource. Located in Lake Bluff, Illinois, at 10 E Scranton Ave #301b, Regatta Wealth Management focuses on providing tailored financial strategies to help clients achieve their long-term goals. The firm’s commitment to client success is evident in their accessible facilities and proactive approach to client engagement.
Contact Information:
- Address: 10 E Scranton Ave #301b, Lake Bluff, IL 60044
- Phone: 76044940
- Website: regattawm.com
Specialties and Services: Regatta Wealth Management specializes primarily in financial planning. This encompasses a broad range of services, likely including retirement planning, investment management, estate planning considerations, and goal-based financial strategies. While specifics of their offerings require direct inquiry, the core focus is on developing a personalized plan to meet each client’s unique needs. They strive to provide a holistic approach to wealth management.
Accessibility and Amenities: Regatta Wealth Management demonstrates a strong commitment to inclusivity and client comfort. The office building features a wheelchair accessible entrance and wheelchair accessible parking lot. Furthermore, a wheelchair accessible restroom is available on-site. The firm also provides standard restroom facilities. It’s highly recommended to schedule an appointment to ensure adequate time for a thorough consultation.
Client Feedback & Current Status: Currently, Regatta Wealth Management has 0 reviews on Google My Business. This suggests a relatively new or less established firm in terms of public online reviews. The average opinion, reflected in the 0/5 rating, highlights the need for clients to actively share their experiences.
| Feature | Details |
|---|---|
| Accessibility | Wheelchair Accessible Entrance, Parking, and Restroom |
| Services Offered | Financial Planning, Retirement Planning, Investment Management, Estate Planning (likely) |
| Contact Method | Phone & Website |
Recommendation: Given the firm’s dedication to accessibility and its focus on financial planning, Regatta Wealth Management appears to be a viable option for those seeking personalized guidance. However, due to the current lack of client reviews, prospective clients are encouraged to directly engage with the firm via their website – regattawm.com – to discuss their specific financial circumstances and explore how Regatta Wealth Management can assist them in achieving their financial objectives.
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