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Wealth enhancement group

4.1· 9 reviews
Average ratingGreat
4.1/ 5

Based on 9 reviews

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What reviewers say about Wealth enhancement group

Generated with AI from 9 reviews on Trustburn · updated 3 days ago

Customers describe the financial advisors as highly skilled, knowledgeable, and professional, often praising the tailored solutions and expertise provided for their specific financial needs.
What does Wealth enhancement group do?

Wealth Enhancement Group is an independent wealth management firm that provides comprehensive and customized financial planning and investment management services across 40 states.

Are there any complaints about Wealth enhancement group?

The reviews on file do not mention specific complaints, though some customers noted room for improvement in communication, responsiveness, and the overall customer service experience.

AI-generated from reviews on this page. Verify anything important with the company directly.

Glenda Cheryl
Reviews 1

Wealth Enhancement Group is a reputable company that offers comprehensive financial planning services. I appreciate their dedication to understanding my financial needs and providing personalized advice. However, I feel that there is room for improvement in terms of communication and responsiveness.

Madeleine Purdy
Reviews 1

Wealth Enhancement Group offers reliable and trustworthy financial advice. I appreciate their professionalism and commitment to helping clients achieve their financial goals. However, I believe there is room for improvement in terms of the customer service experience.

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About Wealth enhancement group

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services across 40 states. Established in 1997, Wealth Enhancement Group currently has over 10,000 households that entrust them with $4.7 billion in assets as of 3/31/15. Wealth Enhancement Group specializes in providing retail mass affluent and affluent clients with the comprehensive expertise and resources that are typically available only to large institutional investors and the ultra-wealthy. Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has 13 offices throughout Minnesota, Iowa and Illinois.

Address
505 highway 169