Packard Wealth Strategies - Alexandria, Virginia

Packard Wealth Strategies: Expert Financial Planning in Alexandria, VA

Packard Wealth Strategies, located at 2606 Childs Ln, Alexandria, VA 22308, is a veteran-owned financial planning firm that has been serving the local community with integrity and expertise. With a highly-rated online presence and a commitment to accessibility, this firm offers a range of financial services tailored to meet the diverse needs of its clients. For those seeking professional guidance in managing their finances, Packard Wealth Strategies provides a valuable resource with a strong online reputation and a physical location that prioritizes convenience and accessibility.

Contact Information: Clients can reach out to Packard Wealth Strategies via phone at 571-310-8215. The firm's website, packardwealth.com, offers additional resources and information for potential clients. Their office is conveniently located in Alexandria, making it easily accessible for those in the area.

Specialties and Services:

Financial Planning: As a financial planner, Packard Wealth Strategies specializes in creating personalized financial strategies for individuals and families aiming to secure their financial future. Their services likely include retirement planning, investment advice, tax strategies, and wealth management, all designed to help clients achieve their financial goals.

Accessibility and Convenience:

• Veteran-Owned: The firm takes pride in its veteran ownership, which may resonate with clients looking for support from those who understand service and dedication.
• Online Appointments: Packard Wealth Strategies offers the flexibility of online scheduling, making it easier for clients to fit financial consultations into their busy schedules.
• Wheelchair Accessible Parking: The office provides facilities for clients with mobility issues, demonstrating a commitment to inclusivity.
• Comfortable Facilities: With a restroom and wheelchair-accessible parking lot, the office ensures a comfortable environment for all clients.
• Appointment Required: To ensure personalized attention, the firm requires clients to book appointments in advance.
• Recommended Appointments: The firm strongly recommends scheduling appointments to maximize the value of the financial planning process.

Packard Wealth Strategies has garnered attention through Google My Business, boasting 5 reviews. The average opinion of the company is a highly positive 5/5, indicating a strong level of customer satisfaction and trust in their services.

Summary of Key Offerings:

• Expert financial planning services tailored to individual needs.
• Accessible office located in a veteran-owned business.
• Online scheduling option for convenient planning.
• Inclusive facilities for clients with disabilities.
• Commitment to booking appointments for personalized service.
• Positive customer feedback with an average rating of 5/5.

For potential clients, Packard Wealth Strategies presents a combination of professional expertise, operational convenience, and a customer-centric approach. The firm's dedication to providing high-quality financial advice, coupled with its accessible location and services, makes it a compelling choice for those seeking to navigate the complexities of personal finance.

Recommendations for Prospective Clients:

Those considering reaching out to Packard Wealth Strategies should prepare by reviewing their current financial situation and setting clear financial goals. Given the firm's emphasis on appointments, prospective clients should ensure they can dedicate time for a thorough consultation. The online presence allows for initial inquiries, but the personalized nature of their services suggests that face-to-face meetings are highly recommended for a comprehensive understanding of one's financial needs.

Moreover, clients should be aware that while the firm's services are highly rated and accessible, financial planning is a personalized process. The commitment to creating tailored strategies means that each client's experience will be unique, reflecting their individual circumstances and objectives.

In conclusion, Packard Wealth Strategies stands out as a reliable and approachable resource for financial planning in Alexandria, VA. With its blend of expertise, accessibility, and positive client feedback, it offers a solid foundation for anyone looking to secure their financial future.

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👍 Reviews of Packard Wealth Strategies

Kenneth F.

5/5

Kyle is the best in the business! He cares about his clients and always takes extra time to make sure he understands their values, building a financial portfolio that matches. He knows the business inside and out and will go the extra mile for every one of his clients (I guarantee I am not one of his high-income clients). He is also incredibly patient, explaining things as many times as I need him to.

When Kyle and I started working together, I had no real plan for retirement, minimal savings, and was just sort of "winging it." Kyle transformed my financial life! I am now on track for retirement and all of upcoming children's expenses. For the first time in my life, I am confident in my financial future.

I would be remiss if I didn't add that he is an incredible person. A real American Hero (combat veteran) and a family man. If you are looking for a financial planner that cares about you and your family, you owe it to yourself to give Kyle a chance.

Jared F.

5/5

Kyle has gone above and beyond to understand my position, goals, and strategic view. He articulates clearly strategies that align with my values and helps me work through each avenue of approach. He cares deeply about his clients to share in their vision for the future. I would highly recommend his services!

Byron G.

5/5

Before working with Kyle, I looked around for financial advisors but most were unwilling to work with me because my sizable portfolio included TSP investment that they could not manage. And even those that were willing to work with me had little to no understanding of military considerations. I used robo-advising and invested on my own but felt like I reached a point where my needs surpassed my knowledge.

Kyle is the right person for anyone who has reached a point where complexity surpasses available knowledge. In my twenty years as a Service Member, I maintained enough financial discipline to grow my portfolio but in the few months since partnering with Kyle, he has helped me understand the value of my investments and how they can make my future goals a reality. No amount of internet searching and researching can replicate what he is able to do for my portfolio, and he is present at every financial decision to ensure my family and I are financially secure and capable. If you are a person who finds themselves at a point where your finances grow in complexity, simply through living your life, then Kyle is singularly adept at helping you navigate your future. He understands the nuances of Military and Government service and what that means for your portfolio. I highly recommend partnering with Kyle if you feel like you have reached the point where you need expertise and expert financial planning services. Even if you feel like you can successfully invest on your own, Kyle has quickly proven that something as significant as financial security requires an expert to manage your assets.

Francesca G.

5/5

Kyle is incredible. I'm so happy that he is managing my money. He is detail oriented and focuses on my needs / desires instead of cookie cutter solutions.

Wike F.

5/5

We trust Packard Wealth Strategies implicitly, and are tremendously grateful for what has been done for our family. Anyone would be wise to employ Packard Wealth Strategies in order to manage finances and build wealth. Packard Wealth Strategies has the highest recommendation.