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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 cannot say enough good things about the incredible support we received from Alexis Halsey and Scott Mahoney during the process of transferring ownership of our elderly mother's 529 plan for her grandchildren to us, her daughters. They handled it with the utmost professionalism, patience, and care. From the beginning, Alexis and Scott thoroughly explained the process, ensured all necessary paperwork was correctly completed, and guided us through each step with clarity and confidence. We are deeply grateful for their know... read more
As a young married couple just starting our life together, my wife and I entrusted our financial future to Marty over 35 years ago, and he's never disappointed us. From the insurance needs that protected our young growing family, right on through protecting our invested financial needs as we are getting ready to transition into retirement, it's been a great ride. His careful and calculating moves have put my wife and I on a great track to success. We just reviewed our current and future financial picture with Marty and his ... read more
I had an outstanding experience with Alexis and Michael. I am so happy that I found them. They are professional and knowledgeable. Alexis is a pleasure to deal with and handled all of my transactions smoothly and efficiently. I highly recommend Family Wealth Management.
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.
Frequently asked questions about Family Wealth Management
How is Family Wealth Management rated?
Family Wealth Management has a 5 star rating with 41 reviews.
When is Family Wealth Management open?
Family Wealth Management is open now. It will close at 4:30 p.m.