Wealth Management Strategies, Inc. - Rocky Mount, North Carolina

Wealth Management Strategies, Inc.

Address: 204 N Winstead Ave, Rocky Mount, NC 27804, United States.

Phone: 2524510488.

Website: strategicfreedom.com.

Specialties: Financial planner.

Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointments recommended.

Characteristics and Services

Wealth Management Strategies, Inc. is a financial planning company that offers a range of services to help individuals and families achieve financial freedom. Their team of experienced financial planners provides personalized advice and guidance to help clients create a tailored financial plan that meets their unique needs and goals.

The company's services include retirement planning, investment management, estate planning, and tax planning. They also offer wealth management solutions for high net worth individuals and families.

Location and Accessibility

The company is located at 204 N Winstead Ave, Rocky Mount, NC 27804, United States. Their office is wheelchair accessible, with a car park and entrance that are designed to be easily accessible for clients with mobility impairments.

Appointments are recommended, and the company is open to meeting with clients at their convenience.

Opinions and Reviews

Based on online reviews, Wealth Management Strategies, Inc. has an average rating of 5/5 stars. Clients have praised the company's team for their professionalism, knowledge, and positive attitude.

One client described their experience as "excellent" and said that Tony and his team had done a great job in planning for their retirement and providing ongoing financial management.

Another client praised the company's ability to provide personalized advice and guidance, saying "They are always positive, professional, and knowledgeable with a smile and good conversation."

Overall, Wealth Management Strategies, Inc. has established itself as a trusted and reputable financial planning company in the Rocky Mount area.

👍 Reviews of Wealth Management Strategies, Inc.

Chris D.

5/5

Tony and his team are very interested in helping you build wealth and managing for the future. I highly recommend them.

Butch B.

5/5

Been doing business with Tony and company for years. They are always positive, professional, and knownledgable with a smile and good conversation.

Terry H.

5/5

Tony and his staff have done a great job for us, both in planning for our retirement, and now in retirement. I fully recommend his company if you are considering getting a financial planner. You won't be sorry.

Ruth E.

5/5

Staff greets me in a very professional manner. Always take time to provide detailed explanation of account. Willing to answer questions while reviewing account. Engage client to ensure understanding of data. Staff puts client first. I am very satisfied with the service I receive.

Jessica S.

5/5

Highly recommend Tony and his staff. They offer the full package from financially support to preparing you for all stages of life.

Barbara J.

5/5

Anthony (Tony) Engrassia and his innovative financial management tools have changed my life. As a widow I needed guidance about all areas of my life plans. He won my eternal thanks for discovering an error in my taxes and saving me $15,000 with the sale of a property in a previous year. His advice on long term care, asset management and charitable giving are ensuring that my desires for my future are implemented to the advantage of me and my heirs. Thank you Tony, Zach, Marie and Carolyn.

Delma J.

5/5

My family recently list our mother. Mr Engrassia at Wealth Management Strategies was critical to settling all the financial matters. Mr Engrassia has now become our financial planner and we have been completely satisfied. We strongly recommend his services!

Tammy V.

5/5

I highly recommend Wealth Management for anyone serious about growing/saving their $$.