OES Wealth Partners, LLC | Madison, CT | Financial Advisor - Madison, Connecticut

OES Wealth Partners, LLC is a highly regarded financial advisory firm located in Madison, Connecticut. Established with a clear vision to provide exceptional financial planning services, the company has consistently delivered top-tier solutions to its diverse clientele. With a strong focus on personalized attention and comprehensive financial strategies, OES Wealth Partners, LLC has earned a stellar reputation in the industry.

Situated at 71 Bradley Rd Suite 4A, Madison, CT 06443, United States, the firm's physical presence is marked by its commitment to accessibility. The office features a wheelchair-accessible entrance, parking lot, and washroom, ensuring that all clients can easily access their services. It is strongly recommended to book an appointment in advance to ensure a seamless experience.

The specialties of OES Wealth Partners, LLC revolve around providing expert financial planning advice. Their dedicated team of professionals works closely with clients to develop customized strategies that cater to their unique financial goals and needs. This personalized approach sets them apart in the competitive world of financial advising.

One notable aspect of OES Wealth Partners, LLC is its commitment to client satisfaction. The company has garnered five-star reviews on Google My Business, with an impressive average rating of 5/5. These glowing opinions reflect the firm's dedication to excellence and its ability to consistently exceed client expectations.

To learn more about OES Wealth Partners, LLC and their services, visit their official website at oeswealthpartners.com. You can also reach out to them directly by phone at 8008787152, ensuring that you receive the personalized attention and expert guidance you deserve in your financial journey.

👍 Reviews of OES Wealth Partners, LLC | Madison, CT | Financial Advisor

Karen P.

5/5

I recently had the pleasure of working with Eric, and I can't recommend him highly enough. What truly sets Eric apart is his commitment to going above and beyond. He took the time to explain complex concepts in a way that was easy to understand, ensuring I felt confident in my financial decisions. He also provided valuable resources and tools that helped me gain clarity on my goals. Eric's responsiveness and willingness to answer all my questions, no matter how small, made the entire process feel supportive and reassuring. His proactive approach to identifying potential issues and opportunities made a significant difference in my financial planning. Eric is a genuinely caring person, someone you can trust, which makes him an incredible resource for anyone seeking financial guidance.

Joyce M.

5/5

For over 20 years, it has been my distinct pleasure to have Eric as my financial advisor.
My husband had been managing our investments while we both worked. However, as our retirement years approached, we felt that we wanted the help of a professional.
We were very happy with the decision to work with Eric and his Team. He took the time to familiarize himself with our goals, our plans in retirement and our feelings about investments and risks.
After my husband passed away a few years ago, nothing changed in my working with Eric. That was important to me because, as a widow, I was still the respected client that my husband and I were before.
Give Eric a call. You will find him to be a knowledgeable, competent and caring person, someone who will have your best interests in mind.

Nanci F.

5/5

We struggled to make a very important decision about switching our financial advisor from someone we knew for many years. We needed a bit more hand holding and personal attention and boy did we choose well. Eric and his Team of Wealth partners walked us though every single step. He even came to my office several times to help me with computer steps. He is kind, personable, but most of important smart and has already made significant improvements for us in less than a year. We continue to learn but have total trust in him. He continues to try and get to know us for who we are, so he can best advise and guide us at this very important time in our financial lives. The best in all aspects.

Graham K.

5/5

Over the course of 30 years+, I've really appreciated Eric's insights into the market and the economy as a whole - he really knows his stuff. I'd say his wisdom has contributed to the financial well being I have today...

Sandy S.

5/5

OES Wealth Partners promises and delivers on a personalized approach to financial planning, based on your financial needs and life stage. We are long time clients who appreciate Eric's ability to focus on our short term and long term financial goals as well as his proactive solutions for retirement.