Truist Wealth - Bluefield, Virginia

Truist Wealth: A Comprehensive Overview

For individuals and families seeking comprehensive and personalized wealth management solutions, Truist Wealth presents a compelling option. Located at Address: 1934 Leatherwood Ln, Bluefield, VA 24605, United States, and easily accessible via Phone: 2763222900, Truist Wealth offers a robust suite of services designed to meet diverse financial needs. Their website, Website: truist.com, serves as a central hub for information and resources.

Specialties: Investment service is at the core of Truist Wealth’s offerings. However, their expertise extends far beyond simple investment management. They specialize in a holistic approach to financial planning, encompassing retirement planning, estate planning, tax planning, and risk management. The firm distinguishes itself through a commitment to building long-term relationships based on trust and understanding. Their advisors work closely with clients to develop tailored strategies aligned with their specific goals, values, and risk tolerance.

Other points of interest include wheelchair-accessible car parks and entrances, demonstrating a dedication to inclusivity and accessibility for all clients. Currently, Truist Wealth boasts 2 reviews on Google My Business, with an average opinion of 3/5. This feedback highlights both the strengths and areas for potential improvement within the firm.

Let's delve deeper into the specific features and benefits that Truist Wealth provides:

• Investment Management: Truist Wealth’s investment services are delivered through a team of experienced portfolio managers and financial advisors. They utilize a range of investment strategies, including actively managed portfolios, passively managed index funds, and alternative investments. Clients have access to sophisticated research and analytical tools to support their investment decisions. The firm’s approach emphasizes diversification and risk mitigation.
• Retirement Planning: Planning for a secure retirement is a critical component of their service offering. They help clients determine their retirement income needs, develop savings strategies, and select appropriate retirement accounts, such as 401(k)s and IRAs.
• Estate Planning: Truist Wealth understands the importance of safeguarding assets and ensuring a smooth transfer of wealth to future generations. They assist clients in developing comprehensive estate plans, including wills, trusts, and powers of attorney.
• Tax Planning: Minimizing tax liabilities is a key consideration for many investors. Their tax planning services help clients identify opportunities to reduce their tax burden and optimize their investment strategies.
• Financial Planning: Truist Wealth’s financial planners conduct thorough assessments of clients’ financial situations, taking into account their income, expenses, assets, and liabilities. They then develop personalized financial plans that address their clients’ short-term and long-term goals.

Key Characteristics of Truist Wealth:

Information for Prospective Clients:

1. Location: 1934 Leatherwood Ln, Bluefield, VA 24605, United States
2. Contact: 2763222900
3. Website: truist.com
4. Accessibility: Wheelchair-accessible car park and entrance
5. Reviews: 2 reviews on Google My Business (Average Opinion: 3/5)

Truist Wealth’s commitment to client service, combined with its broad range of financial expertise, makes it a viable option for individuals and families seeking to achieve their financial goals. The firm’s focus on building lasting relationships and providing tailored solutions sets it apart in a competitive landscape. Further research and consultation with a representative are recommended to determine if Truist Wealth aligns with a particular client’s specific needs.

👍 Reviews of Truist Wealth

Robert J.

5/5

Steven M.

1/5