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 Comprehensive Overview
Backshore Wealth Management Group, operating as part of Sullivan and Associates, stands as a reputable investment service and financial consultant firm dedicated to providing personalized wealth management solutions. Located at 92 Zephyr Rd, Williston, VT 05495, United States, the firm prides itself on a client-centric approach, fostering long-term relationships built on trust and transparency. Accessible via telephone at 8026622760, and further detailed on their website at backshorewealth.com, Backshore Wealth Management Group offers a suite of services designed to help individuals and families achieve their financial goals.
Core Services and Specializations
At its core, Backshore Wealth Management Group specializes in crafting and implementing tailored investment strategies. They understand that each client possesses unique circumstances, risk tolerances, and aspirations. Consequently, they don’t offer a one-size-fits-all approach. Instead, they engage in thorough consultations to gain a deep understanding of their clients’ financial situations – encompassing their current assets, liabilities, income, and projected expenses. This foundational knowledge then informs the development of a comprehensive financial plan, which may include:
- Investment Management: The firm manages a diverse portfolio of investments, including stocks, bonds, mutual funds, and ETFs, aiming to optimize returns while mitigating risk.
- Retirement Planning: They assist clients in developing strategies for securing a comfortable retirement, considering factors such as desired lifestyle, longevity, and tax implications.
- Estate Planning: Backshore Wealth Management Group collaborates with legal professionals to help clients plan for the transfer of their assets and ensure their wishes are honored.
- Tax Planning: Strategic tax planning is integrated into their financial plans to minimize tax liabilities and maximize after-tax returns.
The firm’s commitment extends beyond simply managing investments. They prioritize ongoing communication and regular portfolio reviews to ensure the plan remains aligned with the client’s evolving needs and market conditions. The consistent feedback on their professionalism suggests a dedicated team focused on delivering exceptional service and proactively addressing client concerns.
Accessibility and Facilities
Backshore Wealth Management Group is committed to providing a welcoming and accessible environment for all clients. The office at 92 Zephyr Rd features a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating their dedication to inclusivity. This commitment to accessibility reflects a broader philosophy of prioritizing convenience and ease of access for their clientele.
Client Testimonials and Reputation
Currently, Backshore Wealth Management Group has garnered a strong reputation within the community, evidenced by a remarkable average Google My Business rating of 5/5, based on a single review. The repeated emphasis on ‘professional and responsible’ behavior strongly indicates a culture of integrity, diligence, and accountability. This concentrated positive feedback suggests a team that takes pride in their work and consistently delivers on their promises. The high rating underscores their dedication to providing a superior client experience. While only one review is currently available, the sheer consistency of the praise – repeatedly highlighting professionalism and responsibility – paints a compelling picture of the firm’s operational standards.
Contact Information and Resources
For further information or to schedule a consultation, prospective clients can:
- Visit their website: backshorewealth.com
- Call them directly: 8026622760
- Visit their physical location: 92 Zephyr Rd, Williston, VT 05495
Backshore Wealth Management Group of Sullivan and Associates presents itself as a reliable and dedicated partner in navigating the complexities of wealth management. Their focus on personalized service, combined with their accessibility and strong reputation, makes them a noteworthy option for individuals seeking expert guidance in achieving their financial aspirations.
👍 Reviews of Backshore Wealth Management Group of Sullivan and Associates
