From Flagship Wealth Partners
Since 2005, Flagship Wealth’s team has worked to help you become comfortable in your financial planning. We know that getting finances in order comes with a variety of needs, and we pride ourselves on providing robust services to provide clarity, reduce worry, and guide our clients through life. Every member of our team has lived in the local area for years. We aren’t just your financial advisors – we’re your neighbors, too. That’s why we value a genuine relationship with our clients, where we can provide local, face-to-face interaction with the people that matter most. We want to help you accomplish your lifelong monetary goals, and you can trust that we’ll be there every step of the way.
Exceptional customer service
I became associated with Flagship Wealth Partners after inheriting part of my parent’s remaining investments.
The customer service I experienced was really top notch. They knew I planned to transfer the portfolio to my current management company (which I have been with for ~30 years) and still managed the transition with genuine friendliness, commitment, and professionalism.
Anyone seeking a financial advisor, would be well served by contacting Flagship Wealth Partners.