Photos for Zoom Tan
Reviews for Wealth Management Strategies, Inc.
Add your commentWealth Management Strategies, Inc.
204 N Winstead Ave, Rocky Mount
Directions Call Website Suggest an Edit204 N Winstead Ave, Rocky Mount
Directions Call Website Suggest an Edit
Staff greets me in a very professional manner. Always take time to provide detailed explanation of account. Willing to answer questions while reviewing account. Engage client to ensure understanding of data. Staff puts client first. I am very satisfied with the service I receive.
Tony and his staff have done a great job for us, both in planning for our retirement, and now in retirement. I fully recommend his company if you are considering getting a financial planner. You won't be sorry.
18 years ago, my husband and I knew it was time to plan better for the future and our retirement. We chose Wealth Management, and Tony Engrassia helped us make wise decisions during these years. We met regularly and plans were incorporated that worked toward a successful financial future. Tony became a dear friend, and when my husband died 11 years ago, Tony was there to help me. He answered my many questions and always made sure I understand what we were doing with my investments. He always returned my calls and texts with an appreciated kindness. I can gratefully state that my financial situation is much better because of our decision to go with Wealth Management.... read full review