Reviews for Andersen Wealth Management
Write a reviewHours
Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed
Ratings
Google: 4.1/5 BBB: A+Andersen Wealth Management
6 W Dover St, Easton
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Michael Anderson Wealth Management is an excellent organization. We have been clients for several years. Michael is extremely trustworthy and we have been satisfied with the advice he has given my husband and I regarding a 401K when I left the company where I was employed. He is also very personable and very generous to his clients, making us feel like family. We have and will be recommending Michael Anderson WM.
In 2009, still reeling from some major losses with the stock market, we met Michael through a retirement class he was teaching. We found his information to be clear and informative and at the end, were were offered a complimentary assessment. We left that assessment with a better understanding of where we were financially, along with an invitation to meet again, if interested. We were never pressured and he never contacted us. After some thought and discussion, my wife and I contacted him, and we began our relationship with AWM. Now 12 years later, we are retired, enjoying our carefree lives, and quite comfortable with where we are financially. We have always felt confident with Michael and his staff, and are appreciative of the sound advice he provided. Hats off to AWM...