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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 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 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
If you are looking for financial planning or retirement strategies, I highly recommend Global Wealth Management. After vetting several financial advisors, I found them to be the best choice.
Global Wealth Management and in particular John Thomas and Tiffany Schrier have been absolutely wonderful in guiding me with my finances over the past 8 years. Global Wealth not only offers financial guidance and management, but assistance with health care insurance options, recommendations for legal council, and accounting services to name just a few. They provide weekly Market Updates that provide a clear understanding of current market conditions and trends. Their team is always available to answer my questions or co... read more
To say the least Dave Olsen is amazing and trustworthy. I was referred to him by one of my clients years ago. I would refer any of my friends or clients to him..
Frequently asked questions about Global Wealth Management
How is Global Wealth Management rated?
Global Wealth Management has a 4.9 star rating with 130 reviews.
When is Global Wealth Management open?
Global Wealth Management is closed now. It will open tomorrow at 9:00 a.m.