Capital Wealth Management, LLC - Glastonbury, Connecticut
Address: 628 Hebron Ave #216, Glastonbury, CT 06033.
Phone: 06598200.
Website: capitalwm.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Capital Wealth Management, LLC
⏰ Open Hours of Capital Wealth Management, LLC
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Okay, here’s a comprehensive overview of Capital Wealth Management, LLC, presented in a formal and approachable style, adhering to your specifications:
Capital Wealth Management, LLC: A Trusted Financial Partner
Capital Wealth Management, LLC is a reputable financial planning firm dedicated to providing personalized guidance and strategic solutions for individuals and families seeking to achieve their financial goals. Located in Glastonbury, Connecticut, at 628 Hebron Ave #216, the firm operates with a commitment to client satisfaction and a deep understanding of the complexities of modern financial landscapes.
Location and Accessibility
The firm’s physical address is 628 Hebron Ave #216, Glastonbury, CT 06033. They prioritize accessibility, offering a wheelchair accessible entrance and a dedicated wheelchair accessible parking lot. Furthermore, a wheelchair accessible restroom is available on-site, demonstrating a significant commitment to inclusivity. For those who may require it, appointments are strongly recommended to ensure ample time for a thorough consultation.
Services and Expertise
Capital Wealth Management specializes in comprehensive financial planning. This encompasses a wide range of services, including retirement planning, investment management, estate planning, and education funding. The firm’s approach is built on a foundation of careful analysis, risk assessment, and tailored strategies designed to align with each client’s unique circumstances and aspirations. They strive to build long-term relationships based on trust and transparency.
Client Experience & Reputation
Preliminary feedback suggests a consistently positive experience for clients. The firm places considerable emphasis on providing attentive service and maintaining open communication. The average opinion of 5/5 on Google My Business reflects a strong commitment to delivering exceptional results. The staff is described as being particularly nice, contributing to a welcoming and professional environment.
Key Contact Information & Resources
Address: 628 Hebron Ave #216, Glastonbury, CT 06033
Phone: 06598200
* Website: capitalwm.com
The firm's website, capitalwm.com, provides valuable resources, including detailed information about their services, team members, and investment philosophy. You can also find downloadable brochures and frequently asked questions.
Additional Points of Interest
Beyond accessibility, Capital Wealth Management offers standard restroom facilities. The firm’s commitment to client well-being extends to the convenience of scheduling appointments, allowing for dedicated time to discuss individual needs.
Concluding Recommendation
For individuals and families seeking a knowledgeable and dedicated financial planner, Capital Wealth Management, LLC presents a compelling choice. Their accessibility, combined with a focus on personalized service and a strong reputation, makes them a reliable partner in navigating the complexities of financial planning. We encourage prospective clients to visit their website at capitalwm.com to schedule a consultation and explore how they can help you achieve your financial goals.