Phoenix Rising Wealth Management - Hot Springs, Arkansas

If you're looking for a reliable and experienced wealth management firm in Hot Springs, AR, look no further than Phoenix Rising Wealth Management, located at 340 Ouachita Ave Suite 2 E, Hot Springs, AR 71901, United States. With a phone number readily available for inquiries, Phoenix Rising Wealth Management ensures accessibility for all potential clients. Their services primarily focus on Investment services and providing expert Financial advice, catering to a wide range of clients seeking to grow and protect their wealth.

One of the standout features of Phoenix Rising Wealth Management is their commitment to inclusivity. The office is wheelchair-accessible, both in parking and entrance, ensuring that everyone can receive the professional financial guidance they deserve. This attention to detail shows their dedication to serving all members of the community effectively.

For those interested in learning more, Phoenix Rising Wealth Management boasts a solid online presence with their website phoenixrisingwm.com. This platform likely offers valuable insights into their services, client testimonials, and how to get in touch with their team.

Regarding feedback, Phoenix Rising Wealth Management has garnered 13 reviews on Google My Business, with an impressive average rating of 5/5. This high rating reflects the satisfaction of their clients and suggests a high level of service quality and client care. It's a strong indicator that they excel in building long-term relationships with their clients, understanding their financial goals, and delivering tailored solutions.

For potential clients, it's important to consider the range of services offered, the accessibility of the office, and the overwhelmingly positive client testimonials. These aspects combined paint a picture of a firm that is not only knowledgeable in wealth management but also client-focused and committed to accessibility.

👍 Reviews of Phoenix Rising Wealth Management

Debbie H.

5/5

Katrina Robertson has done a great job as our financial advisor for many years. She not only helped us plan for retirement, but has walked with us through it for the last five years. Katrina is very knowledgeable and diligent in staying on top of our financial situation as well as market trends, keeping us informed and being sure to offer us ways to maximize our investments. Recently she helped us take advantage of an amazing tax benefit we knew nothing about, that will save us thousands of dollars in income tax for years to come! Katrina is a wonderful combination of sharp professional advisor, and a warm, caring friend who works really hard to help us achieve our family’s goals. We couldn’t ask for more!

Ken M.

5/5

Katrina helped develop my retirement plan and has been has been a wonderful friend and advisor since my retirement more than three years ago. As a Christian I value her counsel and professional management of my plan. I know hers is a faith-based firm and I look forward to our annual reviews to ensure I am in good “financial health” and may make any adjustments necessary. She is a true professional who looks out for the best interests of her clients and I am grateful to be among them! 👍😊

LeaAnn F.

5/5

I have been a client of Katrina's for over ten years and couldn't be happier. She goes above and beyond, taking the time to explain everything in detail (as I need that). She is extremely knowledgeable, very trustworthy and professional for which I am grateful. Thank you, Katrina!

Butch C.

5/5

Katrina has been a trusted advisor to my wife and I, so we really didn't have a problem moving with her when she started Phoenix Rising Wealth Management. She has always given sound advice and has never been pushy. If your looking for a financial advisor you should set up a visit.

Debbie P.

5/5

Katrina has been awesome in helping us with all our investments. She went above and beyond for my sister and her family when she lost her husband and was so sick.

Stephen B.

5/5

Katrina has managed accounts for me and all my kids and now even 4 grandchildren. She will take good care of you.

Leah C.

5/5

We've been doing business with Katrina for quite some time. She's thorough, knowledgeable and easy to converse with.

Ken R.

5/5

Katrina has been my advisor for over 10 years now. Always available and has given me great advice.