RED Wealth Management, Co | Financial Services | Estate Planner | Mobile Notary | Apostille | Loan Signing Agent - Chicago, Illinois

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RED Wealth Management, Co: A Comprehensive Financial Solution

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RED Wealth Management, Co. is a multifaceted financial services provider dedicated to offering a wide range of solutions to meet the diverse needs of its clientele. Located in Chicago, Illinois, at N/A, Chicago, IL 60638, the company operates with a commitment to professionalism, accessibility, and personalized service. Their contact number is 59558858, and their website, redwealthmgmt.com, offers a detailed overview of their services and team. RED Wealth Management distinguishes itself through its specialized offerings, including financial consulting, insurance agency services, investment services, notary public services, translation services, and more.

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Specialized Services and Expertise

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At the core of RED Wealth Management’s operations is a commitment to providing expert guidance across several key areas. As a financial consultant, they assist clients in developing and implementing sound financial strategies, tailored to their individual goals and circumstances. Their insurance agency provides comprehensive coverage options, ensuring clients are adequately protected against unforeseen risks. Furthermore, their investment service helps clients navigate the complexities of the investment landscape, working towards long-term financial security.

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Beyond Traditional Financial Services

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Recognizing the importance of logistical support, RED Wealth Management also offers crucial ancillary services. They function as a notary public, providing official document witnessing and notarization services. They also act as an apostille service, facilitating the authentication of documents for international use. Finally, they serve as a loan signing agent, streamlining the mortgage and loan closing process for their clients. This integrated approach demonstrates their dedication to simplifying complex financial tasks and ensuring a seamless experience for clients. The company is proudly identified as a Latino-owned and women-owned business, adding to their commitment to diverse perspectives and community engagement.

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Accessibility and Support

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RED Wealth Management prioritizes client accessibility and provides a range of support services to ensure a comfortable and productive experience. They offer onsite services, minimizing the need for clients to travel. Their language assistance services cater to clients who prefer to conduct business in Spanish, fostering inclusivity and ensuring effective communication. Moreover, they operate as an LGBTQ+ friendly and transgender safespace, creating a welcoming environment for all clients. Appointments are required, reflecting their dedication to providing focused and personalized attention. The average client experience, as reflected in 30 Google My Business reviews, is consistently high, averaging a 5/5 rating. This positive feedback underscores the company's reputation for reliability, efficiency, and client satisfaction. It’s clear from the reviews that Sandra, in particular, is highly regarded for her notary and apostille services – praised for her professionalism, efficiency, and meticulous attention to detail, especially when assisting with documents in both English and Spanish. The clear explanation of each step involved in the process further contributes to a stress-free experience.

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Key Contact Information

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• Address: N/A, Chicago, IL 60638

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• Phone: 59558858

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• Website: redwealthmgmt.com

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In conclusion, RED Wealth Management, Co. offers a comprehensive suite of financial and logistical services, underpinned by a commitment to client satisfaction and inclusivity. Their specialized expertise, combined with their accessible approach, makes them a valuable resource for individuals and businesses seeking reliable and professional support.

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"summary": "RED Wealth Management, Co. is a Chicago-based, Latino and women-owned financial services firm offering comprehensive solutions including financial consulting, notary services, and more, with a consistently high 5/5 average customer rating.",
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👍 Reviews of RED Wealth Management, Co | Financial Services | Estate Planner | Mobile Notary | Apostille | Loan Signing Agent

Madeline N.

5/5

I highly recommend Sandra for notary and apostille services! She was incredibly professional, efficient, and helpful throughout the entire process. I needed assistance with documents in both English and Spanish, and she handled everything with great attention to detail, ensuring that everything was properly prepared and processed. She was also very clear in explaining each step, making the process smooth and stress-free. If you’re looking for a reliable and knowledgeable notary, Sandra is the best choice!

Lanard G.

5/5

Sandra at Red Wealth Management has helped myself and others I have referred with notary services, trusts and estate planning services. She is very knowledgeable and she looks out for her clients no matter what services you need.

Sonia B.

5/5

Sandra helped my father with his power of attorney. She made one in English and then translated it to Spanish so he would be able to use it in Mexico for some properties he was selling. She was very helpful, polite and managed to do all of that in a very timely manner.

Brooklyn T.

5/5

As a college student, I never really thought about the importance of having an estate plan or power of attorney in place. But after talking with Sandra, I realized how crucial it is to have these things sorted out in case something unexpected happens while I’m away at school. She really helped me understand the process and made it easy to get everything in order, which gave me peace of mind knowing that my affairs are taken care of. I’m so grateful for Sandra’s guidance and support throughout this process! I would love to work with her again!!

Esmeralda T.

5/5

Sandra you are the best, not only was she knowledgeable but she educated me on the different options I have available for retirement. Thank you for being very patient with me, and for also being available when I had questions. Her helping me made me feel confident and secure about my decision.

Blanca S.

5/5

Jeff and Sandra were great! Sandra showed up at hospital within 30 minutes or so and was very professional. She notarized my document and we were done in 15 minutes or so. Thank you Sandra..

Dexster W.

5/5

I am grateful I came into contact with Sandra not only is she very professional she is extremely knowledgeable about any and all financial questions or concerns you may have I wouldn’t go to anybody but Sandra for any and all advice.

Angel R.

5/5

As an entrepreneur momma and soon to be wife, I was unsure about my life insurance options. However, Sandra guided me through the different benefits and coverage routes. Now, I have peace of mind and am actively growing my wealth.