Bear Market Financial Services - Plymouth, Minnesota

👍 Bewertungen 📌 Karte ℹ️ Informationen ⏰ Öffnungszeiten

Adresse: 2 Carlson Pkwy N Suite 220, Plymouth, MN 55447.
Telefon: 634961254.
Webseite: bearmarketfs.com
Spezialitäten: Finanzplaner.
Andere interessante Daten: Rollstuhlgerechter Eingang, Rollstuhlgerechter Parkplatz, Rollstuhlgerechtes WC, WC, Terminvereinbarung empfohlen.
Bewertungen: Dieses Unternehmen hat 45 Bewertungen auf Google My Business.
Durchschnittliche Meinung: 4.9/5.

📌 Ort von Bear Market Financial Services

☎️634961254

⏰ Öffnungszeiten von Bear Market Financial Services

Montag: 09:00–17:00
Dienstag: 09:00–17:00
Mittwoch: 09:00–17:00
Donnerstag: 09:00–17:00
Freitag: 09:00–17:00
Samstag: Geschlossen
Sonntag: Geschlossen

Bear Market Financial Services - Ihr vertrauenswürdiger Finanzplaner

Bear Market Financial Services ist ein renommiertes Finanzplanungsunternehmen mit Sitz in Plymouth, Minnesota. Die Adresse lautet: Adresse: 2 Carlson Pkwy N Suite 220, Plymouth, MN 55447.

Sie erreichen Bear Market Financial Services telefonisch unter: Telefon: 634961254.

Weitere Informationen finden Sie auf der Webseite: bearmarketfs.com.

Spezialitäten von Bear Market Financial Services

Bear Market Financial Services ist darauf spezialisiert, seinen Kunden bei der Finanzplanung zu helfen. Das Unternehmen bietet eine breite Palette von Dienstleistungen an, um sicherzustellen, dass die Kunden ihr finanzielles Potenzial voll ausschöpfen können.

Rollstuhlgerechte Einrichtungen und Terminvereinbarung

Bear Market Financial Services ist stolz darauf, rollstuhlgerechte Einrichtungen zu haben, einschließlich eines rollstuhlgerechten Eingangs, Parkplatzes und WCs. Um sicherzustellen, dass die Kunden die beste Betreuung erhalten, wird eine Terminvereinbarung empfohlen.

Kundenbewertungen und durchschnittliche Meinung

Das Unternehmen hat 45 Bewertungen auf Google My Business mit einer durchschnittlichen Meinung von 4.9/5. Kunden haben das Unternehmen für seine hervorragenden Dienstleistungen, seine Freundlichkeit und die familiäre Atmosphäre gelobt.

"Ich habe vor über einem Jahr an einer Sitzung und einem Abendessen von Curtis teilgenommen. Ich war sehr beeindruckt von seiner Präsentation und bin seitdem einer seiner Kunden. Ich bin sehr zufrieden mit den angebotenen Dienstleistungen und seinem fachkundigen Rat Bear Market geht weit über die Erbringung erstklassiger Dienstleistungen hinaus und veranstaltet viele Kunden-Wertschätzungsveranstaltungen Ich kann Bear Market nur wärmstens empfehlen Sie sind alle so freundlich Sehr familiäre Atmosphäre", so eine Kundenbewertung.

Fazit

Wenn Sie auf der Suche nach einem vertrauenswürdigen Finanzplaner sind, ist Bear Market Financial Services eine ausgezeichnete Wahl. Das Unternehmen bietet hervorragende Dienstleistungen, eine breite Palette von Finanzplanungsoptionen und eine freundliche, familiäre Atmosphäre. Kontaktieren Sie Bear Market Financial Services noch heute über die Webseite: bearmarketfs.com.

👍 Bewertungen von Bear Market Financial Services

Bear Market Financial Services - Plymouth, Minnesota

Linda C.

5/5

I attended one of Curtis' sessions and dinner over a year ago. I was very impressed with his presentation and became one of his clients. I have been very happy with the services that I have been provided and his expert advice! Bear Market goes above and beyond to provide excellent service and a lot of customer appreciation events! I highly recommend Bear Market! They are all so friendly too! Very family-like atmosphere!

Marie A.

5/5

My Husband and I met Curtis at a Retirement Planning Lunch and Learn that he hosted. Our experience with him and his Team has been all that he promised. Curtis is very knowledgeable and has the ability to explain things in easily understood terms. Together with his Team, they provide a friendly, welcoming experience!

Mike E.

5/5

We started with Bear Market this past year. It has been one of the best decisions we have ever made! The advice and help we have received has brought us confidence and peace of mind. The whole team at Bear Market have always been so kind and caring. They make us feel like family. Thanks to Curtis and everyone at Bear Market!

Darcia E.

5/5

My previous financial service was very impersonal. With every annual review there would be a new financial planner working with me.
Curtis answers all my questions and is very knowledgeable. He is very patient and understanding, and explains things very well.
Curtis and his staff are so positive and friendly. I would highly recommend Bear Market Financial services.

Henna B.

5/5

As a young client trying to figure out her portfolio and her future finances, Curtis is very thorough, thoughtful, and completely honest. He treats his clients like his own family and takes the time to explain things in detail. The events this organization puts on for Ambassador clients are also 5 star worthy, truly.

Brian M.

5/5

We had a great experience with Curtis who helped us move some future retirement money into a great option. Curtis took the time to understand our needs and carefully explain our options. I would recommend anyone approaching or in retirement hear what he has to share.

lynn W.

5/5

Bear Market’s Team has given me the peace of mind I needed as I moved into this next chapter! It is a true partnership – they took the time to understand my unique situation, were very patient in explaining my various options and let me determine the right path with no pressure. I would highly recommend inviting Bear Market to be part of your financial portfolio!

Jan M.

5/5

We had an opportunity to enjoy a nice dinner and learn about Bear Market Financial and Curtis James. The timing was good as I was looking to retire and felt that I needed some market stability in my retirement portfolio. Curtis is very knowledgeable and he explained the product very well so I fully understood what I was getting and how it fit into my overall retirement portfolio. This is an ongoing relationship, Curtis makes himself available for additional questions and assistance outside of this product purchase. I would highly recommend listening to his presentation or meeting with him to see if this product and BMFS fits with your goals.