Reviews for MA Private Wealth, Financial Advisors
Write a reviewFrom MA Private Wealth, Financial Advisors
Hours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 5/5
MA Private Wealth, Financial Advisors
1355 A San Carlos Ave, San Carlos
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Marty and I have built up a strong relationship over the many years that he's been my financial advisor. As someone who fully understands my circumstances and needs, he is entirely trustworthy, highly competent, and a pleasure to work with.
The client service team and my advisor are professional, effective, efficient, friendly, and always informative and educational. In all of the years I have been with MA Private Wealth, my portfolio performance has pleased me in all types of markets.
My advisor is always honest. Doesn’t sugarcoat things. So glad to have someone we trust as a vital member of our "family" team. Someone we can turn to when in need of financial advice for big or small issues.