WhiteRock Wealth Design - Fayetteville, Arkansas

WhiteRock Wealth Design, located at Address: 4426 North Waterside Court Ste 110, Fayetteville, AR 72703, United States, is a reputable financial planning and consulting firm. They can be reached at Phone: 4794395550. Their website, raymondjames.com, provides valuable information about their services and team.

Specialties

WhiteRock Wealth Design specializes in financial planning and consulting, providing expert investment analysis and portfolio design. They are experienced in handling various financial aspects, including retirement planning and estate planning.

Other Points of Interest

Their office is wheelchair-accessible, with designated parking spaces, an accessible entrance, and restrooms. Appointments are required, and it is recommended to schedule in advance.

Client Reviews and Reputation

With 7 reviews on Google My Business, WhiteRock Wealth Design has an average rating of 3.3/5. Some clients have praised the dedication and expertise of the firm's advisors, Andrew Whitbeck and Robbie Wilkinson, stating that they rely on their knowledge frequently. Retirees in their late 70s have shared that the company has managed 100% of their retirement, including financial and estate planning, for over five years, with great success.

Recommendation

WhiteRock Wealth Design is a reliable and experienced financial planning and consulting firm. Their specialties, convenient location, and commitment to client satisfaction make them an excellent choice for those seeking financial guidance. To learn more about their services and team, visit their website or contact them directly.

👍 Reviews of WhiteRock Wealth Design

Caleb W.

5/5

Andrew Whitbeck and Robbie Wilkinson are both dedicated and highly experienced at providing investment analysis and overall portfolio design. I lean on their expertise often!

David H.

5/5

My wife and I are retired and in our late 70's. WhiteRock has handled 100% of our retirement including financial and estate planning, for over five years. Their credentials, resources, integrity, investment knowledge and track record are 1st class and they have absolutely gained our confidence and respect.

Misty M.

5/5

Matt Potter at White Rock Wealth Design was recommended to us by a close friend. He’s been extremely kind and helpful. Patiently walked us through the process as we are new to financial planning. Very responsive and genuine. WRWD makes us feel like we have a friend in the business.

Matthew V.

1/5

This firms lacked the investment vehicles needed to provide consistent long term profits. Our account manger avoided us and was extremely hard to get a hold of. Very disappointed with their handling of our accounts.

FX S.

1/5

Not recommended, experienced consistent losses over long periods of time. Once we moved to another group our account began to grow. Somethings not right!

V

1/5

Not a good experience, we moved on!

Terrie H.

5/5