FinancialTech
FinancialTech Financial consultant in
FinancialTech is a reputable financial consultancy firm dedicated to providing expert financial advice and planning services. Operating from Monday through Friday, 9 AM to 6 PM, they are strategically positioned to assist clients in the America/New_York time zone. With a solid track record backed by positive customer reviews, FinancialTech is committed to guiding individuals and businesses toward achieving their financial goals. Their team of experienced consultants offers personalized solutions tailored to meet the specific needs of each client, ensuring a comprehensive approach to financial management.Services Offered
- Investment Planning
- Retirement Planning
- Tax Strategies
- Estate Planning
- Risk Management
Cost Range
The cost of services at FinancialTech varies depending on the complexity and scope of the financial plan required. Initial consultations may be offered at no cost, with subsequent fees based on hourly rates or a percentage of the assets managed.
Local Tips
- Consider scheduling an appointment during weekday mornings for quicker service.
- Take advantage of their free initial consultation to better understand their service offerings.
- Check for any client events or seminars they may host, which can be a great opportunity to learn more about financial planning.
FAQs
- What should I bring to my first consultation?
- It's helpful to bring recent financial documents, such as tax returns, investment statements, and any financial planning documents you currently have.
- Do you offer virtual consultations?
- Yes, FinancialTech provides virtual consultations for clients who prefer remote meetings.
- How often should I review my financial plan?
- Regular reviews are recommended at least once a year or whenever there is a significant change in your financial situation.
Monday: 9AM-6PM | Tuesday: 9AM-6PM | Wednesday: 9AM-6PM | Thursday: 9AM-6PM | Friday: 9AM-6PM | Saturday: Closed | Sunday: Closed
America/New_York time zone
average rating from reviews for FinancialTech:
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Business Name: FinancialTech
Type / Experience: Credit counseling service, Credit reporting agency, Financial consultant, Local, and Service establishment
Phone: +1 804-546-9077
Address: Downtown Kansas City
Missouri
United States
Missouri
United States
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