Global Wealth Management

Apr 2023

I have been with Global Wealth Management for about 4 years. My financial advisor, Gregg Kleinman, is the absolute best! Financially, he breaks down everything in layman's terms and majes it easy to understand. Protection, stability, and growth are what I'm looking for and Gregg provides that. I'm feeling very blessed in this down market. I recommend Global Wealth and highly recommend Gregg Kleinman! I am NOT a paid spokesperson? He's good people!!

Nov 2022

Before committing to work with Global Wealth, I researched several financial services firms.Global Wealth stood out from the pack. We had two comprehensive meetings before any product solutions were even discussed. Then no decisions were made at our third session, just recommendations for me to review and digest.We implemented a plan during the weeks following our third meeting. Everyone at the office made me feel as if I was the most important client that the firm had.Since that time, I’ve had semi annual status meetings to review my portfolio and ask questions. My advisor is also available by phone, and always returns my calls within hours and not days.Before I retired,...read full review

Nov 2021

Investing was never a strong point of mine. Most financial planners or managers want to show you how brilliant they are by bombarding you with market facts and or jargon! I want to make my money work for me and while I am interested in learning more, most want to overwhelm you with minutia. Global is different, they are client focused and adapt well to your needs and present the necessary information plain and simple. If you want more information or detail just ask.I have been a client for 18 months or so and are pleased with both their customer service and the earning on my dollar.