Joseph Banks Wealth & Retirement Solutions - Whitesburg, Kentucky

Joseph Banks Wealth & Retirement Solutions

Joseph Banks Wealth & Retirement Solutions es una empresa de consultoría financiera con sede en Whitesburg, Kentucky, Estados Unidos. La empresa ofrece una variedad de servicios, incluyendo consultoría financiera, planes de retiro y soluciones de riqueza.

La empresa está ubicada en una ubicación accesible para personas con discapacidad, con una entrada y estacionamiento accesible para sillas de ruedas.

Sobre la empresa

La empresa fue fundada por Joseph Banks, un experto en finanzas y planes de retiro con años de experiencia en la industria. La empresa se enfoca en proporcionar servicios personalizados a sus clientes, ayudándoles a alcanzar sus objetivos financieros.

Joseph Banks es un consultor financiero altamente conocido y respetado, con una gran experiencia en la creación de planes de retiro y soluciones de riqueza. Es muy conocido por su capacidad para entender las necesidades individuales de sus clientes y desarrollar planes que se adapten a sus objetivos.

Características y servicios

Algunas de las características y servicios que ofrece Joseph Banks Wealth & Retirement Solutions incluyen:

• Consultoría financiera personalizada
• Planificación de retiro
• Soluciones de riqueza
• Asesoramiento sobre inversiones
• Planificación de sucesión

Ubicación

La empresa tiene su sede en Whitesburg, Kentucky, Estados Unidos, y se encuentra ubicada en:

Address: 15 E Main St, Whitesburg, KY 41858

Contacto

Puede contactar a la empresa por teléfono al 888-352-3113 o visitar su sitio web en joseph-banks.com.

Opiniones

La empresa tiene 19 reseñas en Google My Business, con una media de opinión de 5/5.

Los clientes elogian a Joseph Banks y su esposa por su amabilidad y dedicación, y dicen que se sienten muy bienvenidos y atendidos. También destacan la capacidad de Joseph Banks para explicar conceptos financieros de manera clara y concisa.

Algunos clientes han expresado su gratitud por la ayuda de Joseph Banks, destacando su profesionalismo y dedicación.

👍 Reviews of Joseph Banks Wealth & Retirement Solutions

Lightning B.

5/5

Very knowledgeable with finances and he makes sure you understand what's going on with your money. Super nice to deal with, both him and his wife. They make you feel very welcome. Would recommend to anyone.

Kathy A.

5/5

My husband and I would like to express our appreciation to Joe Banks for all of his help. He was very thorough and knowledgeable. He will go the extra mile for you and your financial decisions!

Brandon C.

5/5

I was brand new to figuring out a retirement plan that is best for me. Didn't know the first thing about anything! Mr. Banks answered all my questions and continues to guide me down the right path. Having him in my corner was the best decision I've made. Highly recommend you reach out to him before you go with anyone else!

Bryan B.

5/5

Joseph and his wife Soraya are such a pleasure to deal with and are great people. I had the pleasure of meeting them here in Kingsport, TN and we talked for quite a while about a lot of different things. If ever I need advice on money management and retirement advice, I know where I am going. Thank you for your friendship, and hopefully we will get to make some music together in the future. - Bryan

robert W.

5/5

Kept the process going of obtaining the annuity thru various hiccups.
Always followed thru on his promises.
Strongly recommended.

Patricia O. W.

5/5

Joseph is knowledgeable and professional. He offers several options for your financial and retirement plans.

mark H.

5/5

If you are looking for someone you can trust and has your best interest at heart with protecting your retirement, Joe Banks has done everything he said he would do. I highly recommend him to anyone looking to retire.

Melissa M.

5/5

Elijah is very knowledgeable about the policies he offers and does everything possible to find the right one for your needs. I am so happy that I purchased my policies from Mr. Banks!