Kingston Wealth Management Group - South Windsor, Connecticut

El Kingston Wealth Management Group, ubicado en 152 Deming St, South Windsor, CT 06074, es una destacada empresa que ofrece servicios de asesoramiento financiero, compañía de seguros, servicio de inversiones y gestoría. Su página web kingstonwm.com ofrece información detallada sobre sus especialidades y cómo pueden ayudar a los clientes a lograr sus objetivos financieros.

Este grupo cuenta con varias especialidades que incluyen asesoramiento financiero, compañía de seguros, servicio de inversiones y gestoría. Además, hay varios datos de interés que atraen a los clientes, como servicios en el lugar, entrada accesible para personas en silla de ruedas, espacio accesible para personas en silla de ruedas, estacionamiento accesible para personas en silla de ruedas y sanitarios accesibles para personas en silla de ruedas. El estacionamiento en el lugar también es una ventaja para los clientes.

El Kingston Wealth Management Group ha recibido un total de 37 valoraciones según Google My Business, con una calificación promedio de 5/5, lo que indica un alto grado de satisfacción de los clientes con los servicios ofrecidos. Si usted busca asesoramiento financiero de calidad y confianza, esta empresa es una excelente opción.

Recomendación final: Si busca una empresa de asesoramiento financiero, seguros y inversiones, visiten el sitio web del Kingston Wealth Management Group en kingstonwm.com o contactenlos al 04329043 para obtener más información y comenzar su camino hacia la prosperidad financiera. No dude en contactar con este equipo de profesionales para ayudarlo en sus necesidades financieras.

👍 Opiniones de Kingston Wealth Management Group

susan K.

5/5

I cannot say enough good things about Kevin! He was referred to me by my Uncle who has been his client for many years. Medicare can be overwhelming, but he made the entire process stress-free. He took the time to understand our needs, explained all of our options clearly, and helped us find the best plan for our situations. I appreciate his patience and dedication that set him apart from others. He also helped my Mother who will be 90 in a few months!
Not only did he help us save money, but Kevin also ensured we had the right coverage without any confusion. If you are looking for someone who is professional, responsive and genuinely cares about his clients, look no further. I highly recommend Kevin and his services.

Cari M.

5/5

I have been with Kevin Spada for years and will never change. He is so attentive, gets to know you, your lifestyle, circumstances and helps with issues above and beyond investing. I feel he always is looking at the bigger picture and has my best interest at heart. My investments have always done well with him. He is very responsive and kind. You won’t be disappointed!!

Greg C.

5/5

I've been working with Kevin Spada for a few years now and it has been such a positive experience. He is knowledgable, friendly and very generous with his time. I feel very fortunate to have Kevin and the rest of the team at Kingston Wealth Management managing my accounts and taking care of my taxes every year. Highly recommended.

Ryan S.

5/5

Kevin has been great to work with over the last several years. He as assisted with budgeting, life insurance, college planning, and investment management. He is very easy to work with, goes above and beyond, and is always available for a call. Highly recommend.

Kimberly W.

5/5

I can’t speak highly enough of Dean and his staff. Professional, responsive, and make you feel at ease. After my divorce, Dean was able to help me navigate my finances and take away a big chunk of the stress that came with the situation. I’d recommend Kingston without hesitation.

Anita S.

5/5

I’ve been doing business with Dean and the Kingston Wealth Management Group for over 10 years. In that time my account has been handled with the highest of professionalism. Dean and the gang are responsive, courteous and always willing to answer a question or fulfill a request. I highly recommend them for all your financial needs.

Bonnie D.

5/5

KWM is amazing in it's top notch advice, communication, financial planning and overall friendliness. The staff works hard to meet all our needs, and everyone works as a team. We also appreciate that they give back to the community. Always happy to refer friends to Kingston Wealth Management.

Kylee C.

5/5

Dean, Bethany and team are the absolute best to work with. We feel so lucky to have them in our corner and helping us make the most of every investment. Customer obsessed is most definitely what this team is!