Reviews of Conestoga Wealth Partners LLC (Financial Consultant)

3226 Rosedale St NW #200, Gig Harbor, WA 98335, United States

Average Rating:

DESCRIPTION

We've got all the information of people who are purchasing the products and services of Conestoga Wealth Partners LLC (Financial Consultant) in Washington.

As of day this firm has a rating of 5.0 stars out of 5 and that score is based on 9 reviews.

You may have noticed that its rating is exceptional, in fact, it obtains the best punctuation it can earn., and it's based on quite a few opinions, so the valuation is rationally accurate, although it does not have a large amount of valuations to confer it full credibility.

As you know, we do not usually stop to put evaluations when they are correct and we usually do it only if we've had a problem or incidence...

This Financial Consultant is included in the category of Financial consultant.

Where is Conestoga Wealth Partners LLC?

REVIEWS OF Conestoga Wealth Partners LLC IN Washington

Sheila Perreault

My husband and I use AJ Thibeault at Conestoga Wealth Partners to manage my IRA.I would highly recommend AJ and this office to anyone! The ongoing care and followup you receive is like no other!

Tony Lane, D.C.

AJ is professional, honest and knowledgeable. His expertise is not as a "stock picker", rather as a comprehensive financial planner who will help you reach Your retirement goals. You can trust AJ to do what's right for you.

Laurie Berg

Thank you AJ for all your help, knowledge and taking the time to work with us.

Michele Doyle

AJ has been mine and my husband's Financial Advisor for the past 3 years and I couldn't be happier. After several "failed" relationships with other financial advisors, AJ is a huge blessing. We now have a clear picture of our retirement goals and a plan to get there. Our yearly "deep dive" reviews ensure we stay on track but better yet, AJ CALLS us regularly to make adjustments or to just see how we are. As a CFP he has fiduciary responsibility so there's nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor. We've been so happy with the results of our portfolio's performance, that I referred my mom AND I now use AJ for my own company's SEP retirement plan. He's wonderful!

Wayne Kentner

I have known AJ for a number of years now and he is very professional! AJ handles my retirement plans and is always very helpful with guiding me in the right direction. AJ knows his business very well and is the first person "business" I would recommend to someone else for retirement or investment needs. Give Conestoga Wealth Partners a chance you will not be disappointed!

Jim H

AJ and his team are a wealth of knowledge (no pun intended). I highly recommend using them to help you with your financial planning.

Joel Baxter

Experienced and honest. A firm with integrity.

Wesley Weaver

AJ and his team are unicorns in the wealth world. A lot of "advisers" are constantly on the lookout to sell you a product whether it be some new fund, or some new stock, or some new investment, but CWP always purely has the best interest of their client in mind regardless of what the new hot item for THEM might be. It's so incredibly rare to have a company tell you when NOT to use their products because you'd be better off with what you've already got going on. It's incredibly rare for a company to really, truly, put the clients' interests first.

jason Fila

I am a local CPA who is familiar with AJ's commitment to his clients. Some of the things I think are the most important are that his fees are straightforward (nothing hidden) and he is a fiduciary (i.e. required to make the best decisions for his clients). AJ makes no extra money on churching an account - this is one of the most important things for me when looking for a financial advisor. Due to the fact that AJ and I are both involved in the Silverdale business community, it's turned out that I have several clients-in common with AJ. I haven't met anyone who isn't very pleased with AJ. They've mentioned his frequent attention to their specific situations (even when they didn't feel like they had large portfolios to manage). Recently I was able to see a presentation that AJ did for my business group. He explained things clearly and impressed me with his expertise.

Business Hours of Conestoga Wealth Partners LLC in Washington

SUNDAY
CLOSED
MONDAY
6:30AM–4PM
TUESDAY
6:30AM–4PM
WEDNESDAY
6:30AM–4PM
THURSDAY
6:30AM–4PM
FRIDAY
6:30AM–4PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Conestoga Wealth Partners LLC en Washington
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