Family Legacy Planning Wealth Management - Bentonville, Arkansas
Address: 1003 SE 14th St #15, Bentonville, AR 72712, United States.
Phone: 4792733040.
Website: familylegacyplanning.com
Specialties: Financial planner.
Other points of interest: On-site services, Language assistance, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Toilets, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Family Legacy Planning Wealth Management
⏰ Open Hours of Family Legacy Planning Wealth Management
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
Family Legacy Planning Wealth Management is a reputable financial planning firm located at Address: 1003 SE 14th St #15, Bentonville, AR 72712, United States. They can be reached at Phone: 4792733040.
Their website, familylegacyplanning.com, provides more information about their services, and they specialize in Financial planner.
Characteristics
Family Legacy Planning Wealth Management offers on-site services and language assistance, making them accessible and inclusive. They also have wheelchair-accessible facilities, including car parks, entrances, seating, and toilets. Appointments are required, but they recommend making them in advance.
Location and Information
Their location in Bentonville, AR, is convenient for those living in the area. However, they also serve a broader clientele, as demonstrated by their online presence. They offer retirement planning based on individual needs, and their adviser, David Welborn, is known for his independence and integrity.
According to reviews, David is a man of his word, always on time and ready for business. He has provided accurate advice from the beginning, and his long-term care insurance options have been well-received. Many clients have appreciated his personalized approach, taking the time to understand their goals and avoiding unnecessary sales.
Opinions and Average Opinion
Family Legacy Planning Wealth Management has received 4 reviews on Google My Business, with an impressive average opinion: 5/5.
Recommendation
With their expertise and commitment to client satisfaction, Family Legacy Planning Wealth Management is an excellent choice for those seeking financial planning services. Their personalized approach, combined with their qualifications and positive reviews, make them a reliable partner for your financial future. Contact them through their website, familylegacyplanning.com, to learn more and schedule an appointment.
👍 Reviews of Family Legacy Planning Wealth Management
