Yorumlar 13
Filtreler:
Değerlendirme
Dil
Düzenlemek:
En yeni
R
6 aylar önce

I recently used their services and found the overa...

I recently used their services and found the overall experience to be average. The website was user-friendly and provided some helpful resources, but I felt that the customer service could have been more responsive. The investment advice I received was decent, but I was hoping for more personalized recommendations based on my specific financial goals. Additionally, I found the fees to be a bit higher compared to other options in the market. In summary, I would say that there is room for improvement in terms of customer service and tailored financial planning, but the website is informative and easy to navigate.

S
6 aylar önce

👌 I've been a client of Annex Wealth Management fo...

👌 I've been a client of Annex Wealth Management for a while now, and I must say their services are excellent. The team is always responsive and ready to assist with any financial concerns I have. They have helped me make sound investment decisions, and I'm very satisfied with the results. I highly recommend Annex Wealth Management!

M
6 aylar önce

I've had a great experience working with a financi...

I've had a great experience working with a financial advisor at Annex Wealth Management. They have helped me make informed decisions about my investments without any pressure or bias. The team is friendly, professional, and always available to answer my questions. I appreciate their proactive approach and personalized service. Highly recommended!

N
8 aylar önce

Annex Wealth Management is absolutely amazing! 😊 T...

Annex Wealth Management is absolutely amazing! 😊 Their team is highly professional and provides top-notch financial advice. They really take the time to understand your individual needs and provide personalized strategies. I've been with them for a while and couldn't be happier. If you're looking for a reliable and trustworthy financial advisor, Annex Wealth Management is the way to go!

D
8 aylar önce

I recently started working with Annex Wealth Manag...

I recently started working with Annex Wealth Management and I am extremely impressed with their services. The team is knowledgeable, professional, and always available to answer any questions I have. They take the time to understand my financial goals and tailor their advice to my specific needs. I highly recommend Annex Wealth Management to anyone looking for a reliable and trustworthy financial advisor.

G
8 aylar önce

I've been a client of Annex Wealth Management for ...

I've been a client of Annex Wealth Management for a while now and I am extremely satisfied with their services. The team is highly knowledgeable and provides excellent advice. They have helped me navigate the market and make smart investment decisions. I would highly recommend Annex Wealth Management to anyone looking for a reliable financial advisor.

J
9 aylar önce

I've been using Annex Wealth Management for financ...

I've been using Annex Wealth Management for financial advice for a few years now and I couldn't be happier. They have a great team that is professional, knowledgeable, and always puts my interests first. They have helped me achieve my financial goals and I trust them completely. I highly recommend Annex Wealth Management for all your financial needs!

J
9 aylar önce

My experience with Annex Wealth Management has bee...

My experience with Annex Wealth Management has been fantastic! Their team is highly professional and always puts their clients first. They have helped me achieve my financial goals and provide valuable advice tailored to my needs. I highly recommend Annex Wealth Management to anyone in need of financial advice and support.

E
10 aylar önce

I absolutely love Annex Wealth Management! 😍 They ...

I absolutely love Annex Wealth Management! 😍 They have been providing me with exceptional service and guidance for managing my investments. Their team is highly knowledgeable and always keeps me well-informed about market trends and potential opportunities. I feel confident knowing that my financial future is in their hands. I can't recommend Annex Wealth Management enough!

D
11 aylar önce

I am very satisfied with the services provided by ...

I am very satisfied with the services provided by Annex Wealth Management. Their team is highly professional and knowledgeable. They go above and beyond to ensure that their clients' financial needs are met. I appreciate their personalized approach and attention to detail. I highly recommend Annex Wealth Management to anyone in need of financial advice and support.

S
1 yıl önce

I recently started working with a financial manage...

I recently started working with a financial management company and it has been a great experience. The team at Annex Wealth Management is highly knowledgeable and provides excellent advice. They really care about their clients and go above and beyond. I highly recommend Annex Wealth Management to anyone looking for a reliable financial advisor.

T
1 yıl önce

Annex Wealth Management is a reliable and trustwor...

Annex Wealth Management is a reliable and trustworthy company. Their team is composed of experts in the field who provide valuable advice and guidance. I have been with them for a few years now and have never been disappointed. They keep me updated on my investments and provide regular performance reports. I highly recommend Annex Wealth Management for anyone looking for a solid financial advisor.

R
1 yıl önce

I have been a client of a financial management com...

I have been a client of a financial management company for many years, but recently I decided to switch to Annex. I have been extremely satisfied with their services so far. They have a great team of experts who are always willing to help and provide valuable advice. The best part is that they really care about their clients and work hard to understand their individual needs and goals. I highly recommend Annex Wealth Management for anyone looking for a top-notch financial advisor.

Annex wealth management hakkında

Ek Servet Yönetimi: Kapsamlı ve Özel Uyarlanmış Servet Yönetimi Hizmetleri

Annex Wealth Management, bireylere, ailelere ve işletmelere kapsamlı ve özel olarak uyarlanmış finansal planlama hizmetleri sunan lider bir varlık yönetimi firmasıdır. Güvene dayalı bir taahhüt ve yalnızca ücret ödeme yapısıyla Annex Wealth Management, güvene dayalı ilişkileri besleme konusunda bir itibar oluşturmuştur.

Annex Wealth Management'ta, her müşterinin benzersiz finansal amaçları ve hedefleri olduğunu anlıyoruz. Bu nedenle, özel ihtiyaçlarına göre özelleştirilmiş bir finansal plan geliştirmeden önce her bir müşteriyi kişisel olarak tanımak için zaman ayırıyoruz. Deneyimli danışmanlardan oluşan ekibimiz, uzun vadeli hedeflerini belirlemek, risk toleranslarını değerlendirmek ve bu hedeflere ulaşmalarına yardımcı olacak şekilde tasarlanmış bir yatırım stratejisi geliştirmek için müşterilerle yakın bir şekilde çalışır.

Kapsamlı servet yönetimi hizmetlerimiz arasında yatırım yönetimi, emeklilik planlaması, vergi planlaması, emlak planlaması, sigorta analizi, eğitim finansmanı stratejileri, hayırsever bağış stratejileri ve daha fazlası yer alır. Müşterilerimizin mali hayatlarının tüm yönlerini dikkate alan varlık yönetimine bütüncül bir yaklaşım benimsemeye inanıyoruz.

Annex Wealth Management'ı diğer firmalardan ayıran en önemli faktörlerden biri güvene dayalı taahhüdümüzdür. Mutemetler olarak, yasal olarak her zaman müşterilerimizin çıkarları doğrultusunda hareket etmekle yükümlüyüz. Bu, müşterilerimizin ihtiyaçlarını kendi çıkarlarımızın veya herhangi bir üçüncü tarafın çıkarlarının önüne koymak anlamına gelir. Bu şeffaflık seviyesinin müşterilerimizle güven oluşturmak için gerekli olduğuna inanıyoruz.

Annex Wealth Management ile çalışmanın bir diğer önemli yönü de sadece ücretli tazminat yapımızdır. Portföyünüzün büyüklüğüne göre sattıkları ürünlerden komisyon alan veya varlıkları yönetim ücretleri altında yöneten diğer birçok firmanın aksine; yalnızca, her iki tarafça önceden kararlaştırılan saatlik ücretlere veya sabit proje ücretlerine dayalı şeffaf ücretler aracılığıyla sağladığımız danışmanlık için ücret alıyoruz.

Ayrıca, danışmanınızla düzenli toplantılar yaparak ve web seminerleri, seminerler, haber bültenleri, bloglar, podcast'ler vb. gibi eğitim kaynaklarına erişim yoluyla sürekli destek sunuyoruz, böylece yatırımlarınızı veya genel mali plan.

Her müşterinin kendine özgü durumuna göre özel olarak hazırlanmış kişiselleştirilmiş hizmet sunmanın yanı sıra; Annex Wealth Management aynı zamanda, farklı alanlardaki portföyleri yönetmek için özel olarak tasarlanmış nicel nitel analiz araçları, teknikler, modeller, algoritmalar vb. kullanarak işbirliği içinde çalışan, finans, ekonomi, muhasebe hukuku vb. farklı varlık sınıfları sektörler coğrafyalar para birimleri vs..

Genel olarak, yalnızca sizin çıkarlarınıza hizmet etmeye kendini adamış deneyimli profesyoneller tarafından sunulan kapsamlı, özel olarak hazırlanmış servet yönetimi hizmetleri arıyorsanız, Annex Servet Yönetimi'nden başkasına bakmayın!

Çevrildi
Annex wealth management

Annex wealth management

4.1