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Family Wealth Management
- Marlton, NJ
About this business
Our mission is to simplify your financial life, protect your wealth, and give you the opportunity to enjoy life, free from the burden of financial worries. We are fully committed to frequent personal communication with our clients and to the continuous monitoring of their investments. We have instituted limits on our future growth thereby ensuring on-going personal attention. Our investment philosophy is very conservative with the primary focus on safety and the preservation of your hard-earned money. We devote considerable ... read more
Location details
9000 Lincoln Dr E, Suite 300, Marlton, NJ, 08053, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 4:30 p.m. | |
| Tue | 8:00 a.m. to 4:30 p.m. | |
| Wed | 8:00 a.m. to 4:30 p.m. | |
| Thu | 8:00 a.m. to 4:30 p.m. | |
| Fri | 8:00 a.m. to 4:30 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I work with Alexis Halsey as my client coordinator and her attention to detail and attitude makes any interaction seamless and pleasant. She is very knowledgeable and always returns my calls or emails in a very timely manner. She is a great asset to the company. Michael K.
Absolute best team, I love everyone here. Family atmosphere, on top of everything from start to finish, the best in the business. I have had several of what I thought were complicated transactions due to death, divorce, and job changes and Mike and his team (Alexis has a magic wand in efficiency) always are on top of everything making it seamless and easy. Thanks to all!
My wife and I have asked ourselves if we will be okay when we retire. Marty was able to present various scenarios that best suited our goals and even things we didn't think of. Now we will have peace of mind as we finish out our working years with solid goals ahead.
Business response:
Brian, thank you for the outstanding review. Peace of mind is everything! All the best, Marty Higgins, CEO Family Wealth Management
Frequently asked questions about Family Wealth Management
How is Family Wealth Management rated?
Family Wealth Management has a 5 star rating with 39 reviews.
When is Family Wealth Management open?
Family Wealth Management is closed now. It will open at 8:00 a.m.