Reviews for Abacus Wealth Factors, LLC

Oct 2020

Faced with an unplanned option for early retirement, we met with Marvin for a financial health check. He took a lot of time with us to discover not only our present realities, but our future desires as well. He listened well, and used his skills and knowledge to help us craft a plan to secure our future while leveraging our assets wisely and avoiding some potential pitfalls. It's my pleasure to recommend Marvin.

From Abacus Wealth Factors, LLC

Abacus Wealth Factors, LLC is an independent, fee-only financial planning and investment management firm, which focuses on guiding clients through life’s financial maze. We work with clients who have accomplished many of their personal goals and want to expand that success with a stronger financial foundation. Your financial well-being is our most important priority. If you are ready to begin the journey toward enhanced financial health or have questions about how the process works contact us.

Hours

Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5