Robert's Team @ Experity Wealth was the Best experience I've ever encountered with a Financial Advisory Group, by far!.
From the time I first walked into their Seminar in CT each Team member was Professional, spoke in everyday layman terms and broke each category down into understandable pieces.
We had two separate Virtual meetings where they took my information and broke it down based on my current day-to-day finances and my objective to retire in the next few years. Giving my a "road map" to my future!
I can't THANK them enough for the knowledge they presented & taking the mystery... read full review
March 2024
I meet the experity team at a retirement planning seminar, the knowledge and education the team shared in the seminar ignited my need and desire to plan for my retirement. I am approaching retirement however I learned that having investments in a secure company that has over 30 years of experience and knowledge is way beyond my knowledge the team will enable a successful retirement plan. I made an appointment and was assisted with what my needs are in the financial health of my retirement. I am satisfied with the results of Experity, they have given me awareness and knowledge and they have fantastic cpa my taxes were done without worry. Basically I recommend them5 ⭐️
June 2023
It turns out I was overpaying in taxes and on having an in-house accountant, and was finally put on the right track. Besides the savings, I really value their professionalism and knowledge. Everything they said they'd do on the webinar is being done as promised, without hidden upsells. Thanks??
Robert's Team @ Experity Wealth was the Best experience I've ever encountered with a Financial Advisory Group, by far!.
From the time I first walked into their Seminar in CT each Team member was Professional, spoke in everyday layman terms and broke each category down into understandable pieces.
We had two separate Virtual meetings where they took my information and broke it down based on my current day-to-day finances and my objective to retire in the next few years. Giving my a "road map" to my future!
I can't THANK them enough for the knowledge they presented & taking the mystery... read full review
I meet the experity team at a retirement planning seminar, the knowledge and education the team shared in the seminar ignited my need and desire to plan for my retirement. I am approaching retirement however I learned that having investments in a secure company that has over 30 years of experience and knowledge is way beyond my knowledge the team will enable a successful retirement plan. I made an appointment and was assisted with what my needs are in the financial health of my retirement. I am satisfied with the results of Experity, they have given me awareness and knowledge and they have fantastic cpa my taxes were done without worry. Basically I recommend them5 ⭐️
It turns out I was overpaying in taxes and on having an in-house accountant, and was finally put on the right track. Besides the savings, I really value their professionalism and knowledge. Everything they said they'd do on the webinar is being done as promised, without hidden upsells. Thanks??