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Global Wealth Management
- Financial Services
- Fort Lauderdale, FL
About this business
Location details
1301 East Broward Boulevard , #200, Fort Lauderdale, FL, 33301, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We, my husband and I, met with our financial advisor Gregg Kleinman who listened to our plans for retirement, our concerns about market changes, and our suggestions for minimizing risk. Gregg was attentive, informative, and asked the right questions. In the end, we came up with a solid plan for our specific needs to implement going forward. We would highly recommend Global Wealth Management and Gregg in particular, for your financial planning.
As usual, excellent meeting. Dave even helped us with a third party annuity we have and how to cash it in. Also planing forward for actions we need to take in November. Lynn was also great in scheduling the meeting and welcoming us.
We recently began working with Gregg Kleinman at Global Wealth Management, and the experience has been outstanding. Gregg brings a level of insight and knowledge on retirement investments that is both logical and easy to understand. He takes the time to explain strategies clearly, ensuring we feel confident and informed in every decision. What stands out most is how well he aligns his recommendations with our long-term goals. His approach is thoughtful, practical, and focused on building a secure and sustainable future. We ... read more
Global Wealth Management is the total package. They are thorough and on top of events concerning the Stock Market and your account. I am so pleased with GWM. 5+ Star service!
Global Wealth took the time to ask questions to find out not only my risk tolerance but also my financial goals, and what was important to me regarding not only saving for retirement, but also for developing a distribution plan. I meet with John Thomas, my personal advisor no less than twice a year to review the plan and insure we are on the same page going forward. John and the staff are always prepared to show me my current positions, and alternatives going forward. To say I am pleased with the level of service is a total ... read more
Frequently asked questions about Global Wealth Management
How is Global Wealth Management rated?
Global Wealth Management has a 4.9 star rating with 144 reviews.
When is Global Wealth Management open?
Global Wealth Management is closed now. It will open at 9:00 a.m.