Felton and Peel Wealth Management - Atlanta, GA

Okay, here’s a comprehensive overview of Felton and Peel Wealth Management, presented in a formal and helpful tone, designed to be informative and encouraging:

Felton and Peel Wealth Management: A Reliable Partner for Financial Wellbeing

For individuals and businesses seeking comprehensive financial guidance, Felton and Peel Wealth Management stands as a respected and established firm. They operate with a commitment to providing personalized solutions, focusing on both individual and corporate financial planning, and offering robust life insurance services. Their dedication to building long-term relationships, coupled with their expertise, makes them a valuable resource for navigating the complexities of the financial landscape.

Company Overview and Contact Information

Felton and Peel Wealth Management is strategically located at Two Ballpark Center, 800 Battery Ave SE UNIT 15/100, Atlanta, GA 30339, United States. Clients can easily reach them via telephone at Phone: 8008227068. To learn more about their services and approach, visitors can explore their website at Website: feltonandpeel.com.

Specialties and Services

The firm’s core competencies include:

• Financial Planning: Felton and Peel assists clients in developing tailored financial plans designed to achieve their specific goals, encompassing retirement planning, investment strategies, and wealth preservation.
• Life Insurance Agency: They provide a range of life insurance products, offering security and financial protection for families and businesses.

Accessibility and Amenities

Felton and Peel Wealth Management prioritizes client convenience and accessibility. The office is equipped to accommodate individuals with mobility challenges, featuring a wheelchair-accessible car park, entrance, and toilet. Appointments are required, and the firm strongly recommends scheduling them in advance to ensure dedicated attention and a productive consultation. They also offer the added convenience of online appointments.

Client Feedback and Reputation

Based on available information, Felton and Peel Wealth Management consistently receives high praise for its knowledgeable advisors and client-focused approach. The company currently maintains 2 reviews on Google My Business, reflecting an average opinion of 5/5. This suggests a strong commitment to delivering quality service and building trust with its clientele.

Key Characteristics & Approach

It’s evident that Felton and Peel Wealth Management places significant value on understanding clients' individual circumstances and long-term aspirations. The emphasis on retirement planning, starting early in a client's life, highlights a proactive and future-oriented strategy. Their advisors seem dedicated to providing thorough explanations and personalized guidance, fostering a collaborative environment. The firm’s commitment to accessibility further demonstrates a dedication to serving a diverse client base.

Final Recommendation

For anyone seeking a dependable and knowledgeable financial partner, Felton and Peel Wealth Management presents a compelling option. Their blend of expert services, combined with a commitment to client well-being and accessibility, positions them as a strong choice. We highly recommend visiting their website at feltonandpeel.com to schedule a consultation and discover how they can assist you in achieving your financial goals.

👍 Reviews of Felton and Peel Wealth Management

DropShip V. (. S.

5/5

Malik helped me with set up my personal and business financial plan. He is very knowledgeable in his field. I appreciate the time he took with me to understand my retirement goals from a early age. I highly recommend.

Lee F.

5/5