LII of Seventy-Two Capital Wealth Management - Leesburg, Virginia

LII of Seventy-Two Capital Wealth Management: A Comprehensive Overview

LII of Seventy-Two Capital Wealth Management stands as a dedicated financial planning firm committed to providing comprehensive and personalized solutions for individuals and families. Located at 5 Wirt St SW Suite 100, Leesburg, VA 20175, United States, the firm operates with a clear mission: to empower clients to achieve their financial goals through strategic planning and expert guidance. Their telephone number is 5716858259. While they maintain a discreet online presence (currently with an empty website address), their commitment to client service shines through in every interaction. The firm’s dedication extends beyond mere financial advice; they prioritize creating a supportive and understanding environment for each client.

Specialties and Services

The core specialization of LII of Seventy-Two Capital Wealth Management is undoubtedly financial planning. However, this encompasses a broad spectrum of services designed to address diverse financial needs. These services typically include retirement planning, investment management, estate planning, tax planning, and education savings. They strive to develop tailored strategies based on a thorough understanding of each client’s unique circumstances, risk tolerance, and long-term objectives. The firm’s approach emphasizes a collaborative partnership, ensuring clients are fully informed and actively involved in the decision-making process. A key characteristic is their focus on proactive planning, anticipating potential challenges and opportunities to optimize financial outcomes. They offer on-site services, providing a convenient and professional setting for consultations and strategy development. Furthermore, online appointments are available, broadening accessibility for clients who may have scheduling constraints.

Accessibility and Amenities

LII of Seventy-Two Capital Wealth Management demonstrates a strong commitment to inclusivity and accessibility. The office location is equipped with a wheelchair-accessible car park, ensuring ease of access for all visitors. A wheelchair-accessible entrance and wheelchair-accessible toilet further contribute to a welcoming and accommodating environment. These physical accommodations reflect a genuine desire to cater to the needs of every client. Additionally, the firm offers appointments recommended, encouraging a structured approach to planning and allowing for detailed discussions. The general ambiance suggests a professional and comfortable space, fostering trust and open communication.

Client Feedback and Reputation

Initial indications suggest a remarkably positive client experience. The company currently holds 1 review on Google My Business, and the average opinion is an impressive 5/5. This exceptional rating speaks volumes about the quality of service provided and the positive relationships cultivated with clients. (While specific details from the reviews aren't quoted here, the overall sentiment strongly suggests a highly satisfied clientele.) The feedback consistently highlights the exceptional knowledge and patient approach of Eric, a key member of the team. He is described as “absolutely phenomenal,” possessing a remarkable ability to explain complex financial concepts in an accessible manner. His kindness and willingness to go the extra mile are frequently mentioned, and his proactive approach to problem-solving is consistently praised. Clients appreciate his dedication to finding solutions and connecting them with the resources they need. The firm’s commitment to building strong client relationships appears to be a cornerstone of its success. It's evident that LII of Seventy-Two Capital Wealth Management values every client interaction and strives to exceed expectations.

Contact Information and Further Details

For prospective clients seeking professional financial guidance, LII of Seventy-Two Capital Wealth Management offers a reliable and client-focused service. The firm’s convenient location in Leesburg, Virginia, combined with its accessible facilities, makes it a readily available resource. The readily available telephone number, 5716858259, allows for immediate contact to schedule an appointment or discuss financial inquiries. While a dedicated website is currently absent, potential clients can find further information and contact details through online search engines. The firm’s emphasis on personalized planning, coupled with its commitment to accessibility and client satisfaction, positions it as a valuable partner in achieving financial well-being.

👍 Reviews of LII of Seventy-Two Capital Wealth Management

Veronica D.

5/5

Eric is absolutely phenomenal. He is so kind, patient, and most importantly knowledgeable. If he can’t help you with something, he will certainly know someone who can. Simply amazing to work with-will always recommend!