This profile has been claimed by the business owner or representative.
Global Wealth Management
- Financial Services
- Weston, 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
1655 N Commerce Pkwy , STE 101, Weston, 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 |
Meeting with Kyle once or twice a year keeps me informed on my investments. I come to the meeting prepared with questions. Kyle responds to my questions and concerns in ways that I can understand. He always has an up-to-date report and explains the details on the progress of the investments. We discuss recommendations that he makes to adjust my portfolio or keep as is. I appreciate Kyle's customer service and his knowledge. Making an appointment is easy and the location in convenient.
My zoom visit with Kyle Kelly went well. He went over my portfolio in detail. He had some suggestions which I am looking forward to learning more about. I trust that he will take care of me and my investments.
The most UPFRONT investment Company Just a call away always! Lots of ways to learn snd meet others like you ! John Thomas you will love. 5 stars for sure.
I am solely responsible for my financials, this is NOT my forte so over the last 4 years when I was forced into retirement during COVID, I began my research into similar companies by attending retirement seminars. I am not an easy ‘sell’ so after looking at 5 different companies, working with one that promised good care and ultimately realizing false promises that lead to loss, I moved on to another company with some success but was not getting the support I needed so I looked around again. After 4 years of looking around, l... read more
My husband and I have both invested our 401k accounts with the folks at Global Wealth Management. We both enjoy attending their Lunch and Learn workshops. We always leave having learned something new and useful! We meet quarterly with Charles to discuss our accounts. Our accounts have grown at a very nice rate. After each meeting I am reminded that investing with Global was a great decision! Highly recommend!
Frequently asked questions about Global Wealth Management
How is Global Wealth Management rated?
Global Wealth Management has a 5 star rating with 38 reviews.
When is Global Wealth Management open?
Global Wealth Management is closed now. It will open on Monday at 9:00 a.m.