TJ Herlihy from Means Wealth Management has set the bar extremely high for a financial advisor that I don't think anyone else will ever come close to. He went the extra mile numerous times to help me. However, TJ is not the only one who left a wonderful impression on me as soon as I walked through the door Denise greeted me by name with a smile, offered me a cup of coffee, and was extremely kind and courteous throughout the entire process. In addition to Denise, the entire team at Means was friendly and down-to-earth I was truly amazed at the level of service that Means provided. I would highly recommend them to anyone looking for a quality Wealth Management Firm.
October 2023
Zach and TJ took the time to understand my current financial position as well as build out an investment strategy that aligns with my window and goals of retirement. They are ALWAYS available for questions, and the Admin staff are great! I was previously with a large firm that simply wanted to "roll the dice" with my retirement nest egg, regardless of my concerns. I lost a sizable amount of money, so I then went to another smaller firm. In time I found they were more focused on growth of their firm rather than addressing my needs and interests, and ultimately they didn't deliver on what they promised regarding service and investment return/protection.... read full review
TJ Herlihy from Means Wealth Management has set the bar extremely high for a financial advisor that I don't think anyone else will ever come close to. He went the extra mile numerous times to help me. However, TJ is not the only one who left a wonderful impression on me as soon as I walked through the door Denise greeted me by name with a smile, offered me a cup of coffee, and was extremely kind and courteous throughout the entire process. In addition to Denise, the entire team at Means was friendly and down-to-earth I was truly amazed at the level of service that Means provided. I would highly recommend them to anyone looking for a quality Wealth Management Firm.
Zach and TJ took the time to understand my current financial position as well as build out an investment strategy that aligns with my window and goals of retirement. They are ALWAYS available for questions, and the Admin staff are great! I was previously with a large firm that simply wanted to "roll the dice" with my retirement nest egg, regardless of my concerns. I lost a sizable amount of money, so I then went to another smaller firm. In time I found they were more focused on growth of their firm rather than addressing my needs and interests, and ultimately they didn't deliver on what they promised regarding service and investment return/protection.... read full review