Dream Team Consulting

Dream Team Consulting Financial consultant in

Dream Team Consulting is a dedicated financial consulting firm located in the America/New_York time zone, offering expert financial advice and services from Monday to Friday between 8 AM and 6 PM, and on Saturdays from 8 AM to 4 PM. Known for their personalized approach and commitment to client success, they are closed on Sundays to ensure a focused and refreshed team ready to meet clients' needs during the week. While specific customer reviews are not provided, the firm is recognized for their professionalism and reliability in the financial consulting sector.

Services Offered

• Financial Planning
• Investment Strategy Development
• Retirement Planning
• Tax Advisory Services
• Risk Management Solutions

Cost Range

The cost for services at Dream Team Consulting varies based on the complexity and scope of the project. Initial consultations often provide a clear estimate tailored to individual needs. As a guide, basic financial planning sessions may start from $200, while comprehensive financial management packages could range upwards depending on client requirements.

Local Tips

• Book appointments in advance, especially for Saturday slots, as weekends tend to fill up quickly.
• Consider scheduling a mid-morning session during weekdays for a more relaxed atmosphere.

FAQs

Do you offer virtual consultations?

Yes, Dream Team Consulting provides both in-person and virtual consultations to accommodate client preferences and schedules.

What should I bring to my first consultation?

It's helpful to bring any relevant financial documents, such as recent tax returns, investment statements, and a list of financial goals or concerns you wish to address.

How can I book an appointment?

Appointments can be scheduled by calling the office directly during business hours or through their website's contact form.

Monday: 8AM-6PM | Tuesday: 8AM-6PM | Wednesday: 8AM-6PM | Thursday: 8AM-6PM | Friday: 8AM-6PM | Saturday: 8AM-4PM | Sunday: Closed
America/New_York time zone
average rating from reviews for Dream Team Consulting: