Backshore Wealth Management Group of Sullivan and Associates - Williston, Vermont
Address: 92 Zephyr Rd, Williston, VT 05495, United States.
Phone: 8026622760.
Website: backshorewealth.com
Specialties: Investment service, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Backshore Wealth Management Group of Sullivan and Associates
Backshore Wealth Management Group of Sullivan and Associates: A Trusted Financial Partner
Backshore Wealth Management Group, a distinguished part of Sullivan and Associates, stands as a leading provider of investment services and financial consulting. Located at 92 Zephyr Rd, Williston, VT 05495, United States, the firm is dedicated to helping individuals and families achieve their long-term financial goals. With a strong focus on personalized service and a commitment to integrity, Backshore Wealth has cultivated a reputation for reliability and expertise within the Vermont community and beyond.
Location and Accessibility
The firmâs physical location at 92 Zephyr Rd, Williston, VT, offers a convenient and professional environment for clients. Notably, the office is equipped with a wheelchair-accessible car park and wheelchair-accessible entrance, demonstrating a firm commitment to inclusivity and ensuring accessibility for all individuals. This dedication to accessibility reflects the firmâs values and its desire to provide a welcoming and comfortable experience for everyone.
Services Offered
Backshore Wealth Management Group specializes in a comprehensive range of financial services tailored to meet the diverse needs of its clientele. These services typically encompass:
- Investment Management: The team develops and implements customized investment strategies aligned with clientsâ risk tolerance, time horizon, and financial objectives. They consider a variety of asset classes, including stocks, bonds, mutual funds, and alternative investments.
- Financial Planning: They provide holistic financial planning services, addressing areas such as retirement planning, education funding, estate planning, tax planning, and insurance needs.
- Retirement Planning: A dedicated focus is given to helping clients plan for a secure and comfortable retirement, considering factors like income needs, healthcare costs, and legacy planning.
- Estate Planning: The firm assists clients in establishing efficient estate plans to ensure their assets are distributed according to their wishes and to minimize potential estate taxes.
- Ongoing Support and Monitoring: Backshore Wealth provides ongoing support and regularly monitors clientsâ portfolios to ensure they remain aligned with their goals and market conditions.
Commitment to Client Success
At the heart of Backshore Wealthâs approach is a deep-seated commitment to client success. The firmâs advisors take the time to thoroughly understand each clientâs unique circumstances and goals. This collaborative process ensures that the investment strategies and financial plans are precisely tailored to meet individual needs. The firm prioritizes building long-term relationships based on trust, transparency, and open communication. Clients frequently praise the professional and responsible group of people at Backshore Wealth for their dedication and expertise.
Client Feedback and Reputation
Customer feedback consistently highlights the firmâs dedication to its clients. The company currently maintains 1 review on Google My Business, with an impressive average opinion of 5/5. This exceptional rating speaks volumes about the quality of service provided and the positive experiences shared by clients. The consistent praise for their professional and responsible group of people underscores the firmâs commitment to ethical conduct and client satisfaction. The team's responsiveness and thoroughness are consistently noted as key strengths.
Website and Contact Information
For more detailed information about Backshore Wealth Management Group and its services, please visit their website at backshorewealth.com. Alternatively, you can contact them directly at Phone: 8026622760. They are readily available to schedule a consultation and discuss your financial needs.
Key Features Summary
| Feature | Description |
|---|---|
| Services | Investment Management, Financial Planning, Retirement Planning, Estate Planning, Tax Planning |
| Location | 92 Zephyr Rd, Williston, VT 05495 |
| Accessibility | Wheelchair-Accessible Car Park, Wheelchair-Accessible Entrance |
| Contact | Phone: 8026622760 |
| Website | backshorewealth.com |
Overall Impression
Backshore Wealth Management Group of Sullivan and Associates presents itself as a reliable and client-centric firm dedicated to providing comprehensive financial consulting and investment services. Their commitment to accessibility, combined with overwhelmingly positive client feedback, makes them a strong choice for individuals seeking professional financial guidance. The teamâs professional and responsible group of people consistently deliver exceptional service, establishing a foundation of trust and long-term partnerships.
👍 Reviews of Backshore Wealth Management Group of Sullivan and Associates
