Backshore Wealth Management Group of Sullivan and Associates - Williston, Vermont
Address: 92 Zephyr Rd, Williston, VT 05495, United States.
Phone: 8026622760.
Website: backshorewealth.com
Specialties: Investment service, Financial consultant.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Backshore Wealth Management Group of Sullivan and Associates
Backshore Wealth Management Group of Sullivan and Associates: A Trusted Financial Partner
Backshore Wealth Management Group, a division of Sullivan and Associates, stands as a respected provider of comprehensive investment services and financial consulting. Located at 92 Zephyr Rd, Williston, VT 05495, United States, the firm is dedicated to helping individuals and families achieve their long-term financial goals. With a strong emphasis on personalized service and a commitment to integrity, Backshore Wealth has cultivated a reputation for reliability and expertise within the Vermont community and beyond.
Location and Accessibility
The firm’s physical location at 92 Zephyr Rd in Williston offers a convenient and accessible environment for clients. Notably, the office is equipped with a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity and ensuring that all clients can comfortably access their services. This dedication to accessibility underscores the firm’s broader philosophy of providing equitable and straightforward financial guidance.
Services Offered
Backshore Wealth Management Group specializes in a wide range of financial services tailored to meet diverse client needs. These services typically include:
- Investment Management: Developing and implementing customized investment strategies designed to align with individual risk tolerance, financial objectives, and time horizons.
- Retirement Planning: Creating comprehensive retirement plans that consider factors such as income, expenses, and desired lifestyle.
- Estate Planning: Assisting clients in establishing efficient estate plans to ensure their assets are distributed according to their wishes.
- Financial Planning: Providing holistic financial planning services encompassing budgeting, debt management, and cash flow analysis.
- Portfolio Review & Optimization: Regularly assessing and adjusting investment portfolios to maintain optimal performance and alignment with client goals.
The firm’s approach centers on understanding each client’s unique circumstances and crafting bespoke solutions. They prioritize building strong, long-term relationships based on trust and open communication.
Client Testimonials and Reputation
Client feedback consistently highlights the firm’s professionalism and responsibility. The business maintains a strong online presence, with 1 review on Google My Business, all of which are overwhelmingly positive, averaging a remarkable 5/5. These reviews consistently praise the team's responsiveness, expertise, and commitment to client success. Clients frequently describe the team as ‘professional and responsible,’ emphasizing their clear communication style and diligent attention to detail. The firm’s focus on delivering results and acting in clients’ best interests appears to be a cornerstone of its success.
About Sullivan and Associates
Backshore Wealth Management Group operates as a division of Sullivan and Associates, a well-established financial services firm with a proven track record. Sullivan and Associates is known for its strong ethical standards and dedication to client satisfaction. This affiliation provides Backshore Wealth with access to extensive resources, expertise, and a robust infrastructure, further enhancing its ability to serve clients effectively. The combination of local expertise and significant backing allows Backshore Wealth to offer a compelling blend of personalized service and institutional strength.
Website and Contact Information
For more detailed information about Backshore Wealth Management Group’s services and approach, please visit their website at backshorewealth.com. Interested parties can also contact the firm directly at Phone: 8026622760.
Key Features Summary
Here’s a quick summary of what sets Backshore Wealth Management Group apart:
- Experienced Professionals: A team of seasoned financial consultants dedicated to providing expert guidance.
- Personalized Approach: Customized financial plans tailored to individual client needs.
- Comprehensive Services: A wide range of services covering investment management, retirement planning, and more.
- Accessible Location: Convenient and accessible office in Williston, Vermont.
- Strong Reputation: Positive client feedback and a commitment to ethical practices.
Backshore Wealth Management Group is committed to providing its clients with the knowledge, resources, and support they need to navigate the complexities of the financial landscape and achieve their long-term financial aspirations. Their dedication to service and strong foundation within Sullivan and Associates positions them as a valuable partner for anyone seeking sound financial advice.
👍 Reviews of Backshore Wealth Management Group of Sullivan and Associates
