ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas

Address: 1501 N University Ave #715, Little Rock, AR 72207, United States.
Phone: 5016030406.
Website: clientfirstwm.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 8 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of ClientFirst Wealth, Legacy & Estate Planning

ClientFirst Wealth, Legacy & Estate Planning 1501 N University Ave #715, Little Rock, AR 72207, United States

⏰ Open Hours of ClientFirst Wealth, Legacy & Estate Planning

  • 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

ClientFirst Wealth, Legacy & Estate Planning

Located at 1501 N University Ave #715, Little Rock, AR 72207, United States, ClientFirst Wealth, Legacy & Estate Planning es una empresa de planificación financiera que ofrece servicios de planificación financiera, consultoría financiera e inversión.

Con una dirección accesible para personas con discapacidad y un aparcamiento y entrada accesibles, esta empresa está diseñada para satisfacer las necesidades de todos sus clientes.

Especialidades

  • Financial planner: Expertos en planificación financiera personalizada
  • Financial consultant: Consejeros financieros para tomar decisiones informadas
  • Investment service: Servicios de inversión personalizados para lograr tus objetivos financieros

Esta empresa tiene una reputación excelente en la comunidad, con una media de opinión de 5/5 en Google My Business.

Los clientes satisfechos destacan la capacidad de Ed Mahaffy, el fundador, para brindar un servicio personalizado y constante, lo que les permite concentrarse en sus objetivos y metas.

Con una experiencia de más de [no disponible] años en la industria, ClientFirst Wealth, Legacy & Estate Planning ha demostrado ser una empresa confiable y profesional.

Otras características

  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilet
  • Apoyo a la planificación de la herencia y la testamento

Para obtener más información o programar una cita, puede llamar al 501-603-0406 o visitar su sitio web en clientfirstwm.com.

Esta empresa está comprometida con brindar un servicio de alta calidad y personalizado a sus clientes, lo que les permite alcanzar sus objetivos financieros de manera efectiva y sostenible.

Opiniones

Esta empresa ha recibido una gran cantidad de opiniones positivas de sus clientes, quienes destacan la capacidad de Ed Mahaffy para brindar un servicio personalizado y constante.

Con una reputación excelente en la comunidad y una media de opinión de 5/5, ClientFirst Wealth, Legacy & Estate Planning es una excelente opción para aquellos que buscan un servicio de planificación financiera confiable y profesional.

Por qué elegir a ClientFirst Wealth, Legacy & Estate Planning

Con su equipo de expertos en planificación financiera, consultoría financiera e inversión, esta empresa está diseñada para satisfacer las necesidades de todos sus clientes.

Su enfoque en la planificación de la herencia y el testamento les permite brindar un servicio completo y personalizado a sus clientes.

Además, su ubicación accesible para personas con discapacidad y su aparcamiento y entrada accesibles les permiten a sus clientes con discapacidad acceder fácilmente a sus servicios.

En resumen, ClientFirst Wealth, Legacy & Estate Planning es una excelente opción para aquellos que buscan un servicio de planificación financiera confiable y profesional.

Información de contacto

Director: Ed Mahaffy

Dirección: 1501 N University Ave #715, Little Rock, AR 72207, United States

Teléfono: 501-603-0406

Correo electrónico: [no disponible]

Sitio web: clientfirstwm.com

Horarios de oficina: [no disponible]

👍 Reviews of ClientFirst Wealth, Legacy & Estate Planning

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas
MICHAEL M. N.
5/5

ClientFirst Wealth, Legacy & Estate Planning with Ed Mahaffy, provides a sense of comfort that he is constantly reviewing your portfolio and market opportunities. He has a deep level of commitment to his clients. As we prepared for and now enjoy our retirement, we wanted a strong partner to ensure we reach our ever changing goals. Ed has provided and exceeded our expectations. We are able to concentrate on family, friends and travel, knowing Ed Mahaffy is our financial partner, ever listening and communicating.

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas
Neal P.
5/5

Our family have worked with Ed Mahaffy and ClientFirst Wealth, Legacy & Estate Planning for over thirty years. Ed and his firm have always operated with highest ethical and fiduciary standards. I have, and will, recommend friends and clients use Ed and ClientFirst. I have worked with multiple good financial advisors. You will not find anyone better than ClientFirst.

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas
burt S.
5/5

We have had the pleasure of working with Ed as one of our financial advisors for several decades. Actually, it doesn't resemble 'work' .. it's more like having pleasant conversations with a friend. We have found him to be very accessible, most helpful, transparent, genuinely interested in us and our wellbeing .. not only as clients but truly as friends. Ed communicates with us in a timely and professional manner. He initiates the majority of these communications, but they are always on appropriate issues, questions or concerns. Likewise, he always responds immediately or in a timely manner to our communication requests of him. Ed has our complete trust and confidence in all matters relating to our funds under his management.

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas
Brett P.
5/5

I have been client with ClientFirst for more than a decade and have found that as a financial advisor, Ed Mahaffy is unsurpassed in his knowledge of both fixed income and equity markets. More importantly, his integrity and honesty leave me sleeping well at night knowing that he is more than just a fiduciary in name--he has proven that he truly has my financial interests at the center of every decision he makes for my account. I know that Ed personally manages my portfolio specifically for my needs-no cookie-cutter portfolios here. If you are saving for retirement or are currently retired, you should set up a free consultation with ClientFirst and see how Ed Mahaffy can help you reach your financial goals.
-Brett P.

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas
Nancy B.
5/5

Second Generation client of ClientFirst Wealth Management.

The name actually fits the Companies business model.
Characteristics that do justice to Ed's work and business ethics are,
Integrity, Honesty, Promptness, responding to questions or concerns, a Knowledgeable Professional, an excellent Communicator, and attentive Listener, and above all he treats his clients as he would his own family, always putting the Client First, with Compassion and Kindness. All these qualities are increasingly hard to find in today's world. If you want an advisor to put you first, and who takes your worry out of your investments, look no further.

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas
Sandra M.
5/5

Ed Mahaffy was highly recommended by a friend, and in 2005, after my husband and I met with him and made the decision to put all my husband’s retirement and 401-k funds in his hands. We have never regretted that decision. Even with the market going up and down, as it has over the past 16 years, Ed has always kept our funds safely invested. Take our word for it, he won’t disappoint.

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas
Kim C.
5/5

Ed Mahaffy with ClientFirst Wealth, Legacy and Estate Planning is fantastic. I trust his advice and financial services 100 percent.

ClientFirst Wealth, Legacy & Estate Planning - Little Rock, Arkansas
Lisa E.
5/5

My husband chose ClientFirst Wealth Management on the recommendation from a family member. We have been very pleased with Ed and his fast response to any questions or needs that we have. He takes his time with you and explains everything that you will need to know. We would definitely recommend to our friends and family!

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