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Global Wealth Management
- Financial Services
- Fort Lauderdale, FL
About this business
At Global Wealth Management, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.
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 |
As a senior now retired for 5 yrs, Global Wealth has been right with me advising me every step of the way, whether it’s Medicare enrollment, taxes, estate planning or selling a home. I especially appreciate Kyle Kelly who is friendly, professional and explains everything.
We have worked with Global Wealth for several years and are very happy with our investment results as well as the advice from our advisors, helpfulness of staff and the perks such as Learning and Community events. In fact, we had some challenges last year that required implementing a short-term financial strategy and our advisor, Dave, helped us work through it and we came out stronger in the end!
GWM has been wonderful to work with to develop my retirement strategy over the past several years. It is now time for me to start enjoying - thanks to both Amber and Kyle Kelly my retirement dreams are coming true!
This is by far the best experience you can have with a company as far as service. They truly pay attention to every detail in their interaction with clients . The team is smart, honest, trustworthy and just plain nice. I wholeheartedly would recommend GWM to everyone that’s looking to grow their retirement income.
I have been dealing with them for many many years. Years ago, my frugal husband took me to Ruth Chris for a free filet mignon dinner and the entertainment was a great learning experience for me about investments. I, over the years have had several individuals at Global who were very nice to take care of me in my smaller financial world. In time, I got real lucky, no not filet, I now have been dealing with Gregg Kleinman, a perfect match for my financial world. For the last couple years he has been so very instinctive in unde... read more
Frequently asked questions about Global Wealth Management
How is Global Wealth Management rated?
Global Wealth Management has a 5 star rating with 94 reviews.
When is Global Wealth Management open?
Global Wealth Management is closed now. It will open at 9:00 a.m.