Old Fort Wealth Management Inc. - Fort Smith, Arkansas

Address: 200 N Greenwood Ave Suite 1, Fort Smith, AR 72901, United States.
Phone: 4792693844.
Website: oldfortwm.net
Specialties: Financial advisor, Finance broker, Financial Advisor, Financial planner, Investment company, Investment service, Stock broker, Tax Advisor.
Other points of interest: Identifies as women-owned, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 28 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Old Fort Wealth Management Inc.

☎️4792693844

⏰ Open Hours of Old Fort Wealth Management Inc.

Monday: 8:30 am–4 pm
Tuesday: 8:30 am–4 pm
Wednesday: 8:30 am–4 pm
Thursday: 8:30 am–4 pm
Friday: 8:30 am–1 pm
Saturday: Closed
Sunday: Closed

When searching for professional financial advice or investment services in Fort Smith, Arkansas, Old Fort Wealth Management Inc. stands out as a reputable and woman-owned business. Located at 200 N Greenwood Ave Suite 1, Fort Smith, AR 72901, United States, this financial institution is easily accessible, boasting a wheelchair-accessible car park and entrance, ensuring convenience for all clients. Their contact details include a phone number 479-269-3844, which clients can use to reach out directly.

Old Fort Wealth Management Inc. offers a broad spectrum of financial services including Financial Advisor, Finance Broker, Financial Planner, Investment Company, Investment Service, and Stock Broker. They also provide Tax Advice, making them a comprehensive resource for individuals and businesses looking to manage their financial assets effectively.

One of the standout features of Old Fort Wealth Management Inc. is their commitment to serving as a woman-owned business. This not only supports local economy initiatives but also brings a unique perspective to financial planning and advisory services. Their on-site services further enhance their accessibility, catering to the comfort and convenience of their clients.

The online presence of Old Fort Wealth Management Inc. is commendable, with their website oldfortwm.net providing valuable information about their services and expertise. Moreover, their Google My Business profile showcases an impressive 28 reviews with an average opinion rating of 5/5, reflecting the high level of satisfaction their clients have experienced.

For anyone seeking personalized financial guidance or investment opportunities in the Fort Smith area, Old Fort Wealth Management Inc. offers a trustworthy partner. Their diverse range of services and high customer ratings make them a top choice for individuals and businesses aiming to secure their financial future.

👍 Reviews of Old Fort Wealth Management Inc.

Old Fort Wealth Management Inc. - Fort Smith, Arkansas

Hayley S.

5/5

I recently had the pleasure of working with Melanie, and I could not have been happier with the whole experience!

As a younger person wanting to learn more about my finances and make sure my money is working FOR me, I came in with a lot of questions and a desire to learn more.

No matter the question or scenario, Melanie was able to explain everything in such an easy manner that anyone would be able to understand. Because of her, I feel like I have a much better understanding of my finances and retirement and look forward to working with her more to expand my knowledge even more.

I would highly, highly recommend Melanie to anyone wanting any financial services.

Ginger G.

5/5

Melanie came highly recommended by my dear friend who is very much on top of her finances and investments. Melanie and her staff are so easily accessible and will happily do what it takes to meet on my time frame. Melanie is easy to get to know and uses language that is easy to understand. She really cares about what her client’s needs and future plans are. She’s an excellent teacher, makes you feel at ease immediately and is in no way interested in high pressure tactics. I’m so glad I connected with Old Fort Wealth Management.

John C.

5/5

I just want to say that every experience I have had with Melanie has been awesome, she and her staff know their business. She also surrounds herself with a network of people. Thanks Melanie.

Gloria C.

5/5

Melanie has been my Financial Advisor and friend for around 20 years. I liked and trusted her immediately and she hasn't ever let me down. The main reason I hired her as my Advisor is because she is a CPA and I am a CPA, so I liked the fact that she had the big picture for my investments and me. Now that I am retired, she continues to work with me as I draw on my retirement, but not forfeit my hard work on taxes.
Melanie has values and customer service; and in this day and age, those two attributes are hard to come by.
I highly recommend Melanie and her staff for any financial needs. I have been more than pleased with my results.

Andrew V. S.

5/5

Met with Melanie , what an absolute pleasure. Very welcoming and opening environment. Melanie and her staff have gone beyond customer service and exceed hospitality. Extremely knowledgeable and has the ability to break down complex systems into easy ways of understanding. Anything to do with Taxes or money management can make anyone feelings of uncertainty and anxiety. But Melanie and her staff break it down to the basics, and builds a real relationship with you. They are far from being after your money they truly have your best interest at heart. I left my meeting with her filling hopefully and confident. With Old Fort Wealth your not a number or just a random face in the crowd they have really gone above and beyond to make it feel like an extension of home and family. I look forward to many years of doing business with Old Fort Wealth. I would not trust my financial planning or taxes with these big companies and corporate entities. She will do more for you then any of the big banks, and will be more happy to see you hitting your financial goals , and watching you grow and prosper with the help of her team. I wouldn’t trust anyone else with my business. Don’t pass Old Fort Wealth up I promise you it’s worth your time and energy to meet this team of experts. We are truly blessed to have a company that values and operates in truth , transparency, and integrity.

Len B.

5/5

My wife and I tried a couple different investment firms, but when we met Melanie we knew from the first return that we had made the right choice.Many years later we still have the same feelings as our investments have met our acceptance. The door is always open to get Melanie or someone to give you the information you need. Melanie and Lisa are top notch at what they do, and visiting their office is like visiting family.

Bobbi M.

5/5

Melanie at Old Fort is fantastic! She is competent and professional. Melanie knows her job and has no issues helping her clients achieve their goals. Highly recommend!!

Rebecca M.

5/5

A great wealth management company. My husband and I have worked with Melanie Radcliff at Old Fort Wealth Management since 2005. We now call her our friend and I share with anyone that will listen what she has done for us. She has taught us and guided us financially so well for years. We were both able to retire early and comfortable due to her guidance and investment advice. She guides us to withhold the correct taxes and keeps us informed in market changes. In all these years she has helped us through many market changes and anxiety. We meet with her anytime we need information or fears calmed. She is a great financial teacher, wealth manager and friend. She and Lisa Ann work hard to build relationships and wealth with all there clients but they make us feel like we are their favorite clients.