Reseñas 10
Filtros:
Clasificación
Idioma
Clasificar:
Más reciente
K
6 hace meses

I recently had the pleasure of working with a fina...

I recently had the pleasure of working with a financial planning firm and it was truly a great experience. From the very beginning, their website was informative and user-friendly, providing all the necessary details about their services. The team at this firm displayed exceptional professionalism and expertise. They took the time to thoroughly understand my financial goals and tailored a personalized plan to meet them. What impressed me the most was their attention to detail and commitment to providing a holistic approach to wealth planning. They not only focused on investments, but also took into consideration tax strategies, retirement planning, and estate planning. The level of service I received was outstanding, with prompt responses to my queries and frequent updates on progress. I highly recommend this firm for anyone looking for comprehensive and personalized wealth planning.

A
7 hace meses

I've been a customer of Aptus wealth planning for ...

I've been a customer of Aptus wealth planning for a few years now, and I have to say that I'm extremely satisfied with their services. The financial advisors are knowledgeable, friendly, and always ready to help. They have helped me achieve my financial goals and plan for the future. Highly recommended! 👍

S
7 hace meses

I had an overall positive experience with Aptus we...

I had an overall positive experience with Aptus wealth planning. The financial advisors were knowledgeable and provided good guidance on my investments. However, there were times when the communication could have been better. Overall, I would rate them as a decent company to work with.

A
7 hace meses

I recently used the services of a financial planni...

I recently used the services of a financial planning company. I was really impressed with the level of expertise and professionalism they provided throughout the process. The advisors at the company were very knowledgeable and offered great advice on my investments. I would highly recommend them to anyone looking for financial planning assistance.

A
11 hace meses

I recently worked with a financial planning compan...

I recently worked with a financial planning company and had a great experience. The advisors were very helpful and provided valuable advice on my investments. They were attentive to my needs and ensured that my financial goals were met. I would definitely recommend their services to others.

R
Hace 1 año

I had a mixed experience with Aptus wealth plannin...

I had a mixed experience with Aptus wealth planning. While the financial advisors were knowledgeable and provided good guidance, there were some issues with the communication. There were times when it was difficult to get in touch with them and it caused delays in my financial planning process. Overall, I would rate them as an average company.

G
Hace 1 año

I have been using Aptus wealth planning services f...

I have been using Aptus wealth planning services for a while now and I must say I am extremely satisfied. Their financial advisors are top-notch and the advice they provide is worth every penny. The customer support is also excellent and they are always prompt in responding to any queries or concerns. ⭐⭐⭐⭐⭐

M
Hace 1 año

Working with Aptus wealth planning has been a grea...

Working with Aptus wealth planning has been a great experience for me. The advisors are knowledgeable and provided excellent guidance on my financial planning. They were patient and answered all my queries in a timely manner. I highly recommend their services to anyone looking for professional financial planning assistance. 🔥

T
Hace 1 año

I had a really positive experience with Aptus weal...

I had a really positive experience with Aptus wealth planning. The financial advisors were very helpful and guided me throughout the planning process. They took the time to understand my goals and provided personalized advice. I would definitely recommend their services to anyone looking for financial planning assistance. 👏

M
Hace 1 año

The overall experience with Aptus wealth planning ...

The overall experience with Aptus wealth planning has been average. The financial advisors were knowledgeable and provided good guidance on my investments. However, I felt that the communication could have been better. There were times when it was difficult to reach them and get timely updates. Overall, I would say that Aptus wealth planning is a decent company to work with.