FoundationWealth - Dalton, Georgia

Discovering FoundationWealth: A Premier Financial Planning Service

Located at 404 S Thornton Ave, Dalton, GA 30720, FoundationWealth stands out as a distinguished financial planning service. With a dedicated phone line 062780214 and an accessible online presence through foundationwealth.com, they ensure clients can reach out conveniently and securely. For those considering a financial advisor with a strong background, FoundationWealth offers a wealth of expertise led by professionals like Joel, Gage, and Ty.

Key Features and Services

• Financial Planning: As a Financial planner, FoundationWealth specializes in tailoring financial strategies to meet individual client needs.
• Accessibility: Their office is equipped with wheelchair accessible entrance, parking lot, and restroom, ensuring comfortable access for all clients.
• Appointment Recommendations: To ensure a focused and productive session, they recommend scheduling an appointment.
• Onsite Services: For added convenience, some services may be offered directly at their location.

Customer Reviews and Experiences

FoundationWealth has garnered a commendable reputation with 11 reviews on Google My Business, earning an impressive average opinion of 5/5. Many clients express deep gratitude for the personalized care and understanding they receive. Testimonials highlight the team's dedication to understanding unique situations and initiating plans swiftly, which sets a positive tone for potential clients seeking reliable financial guidance.

Recommendations for Prospective Clients

For anyone considering seeking a financial planner, FoundationWealth offers a promising starting point. Their accreditation as Kingdom Advisors adds a layer of trustworthiness, indicating a commitment to ethical and effective financial planning. Considering the positive feedback from clients, it's clear that they provide value beyond mere financial advice, focusing on building long-term financial health tailored to individual needs.

To explore their services further or to schedule an appointment, it's highly recommended to visit their website at foundationwealth.com. Here, you can learn more about their approach, services offered, and how they can assist you in achieving your financial goals.

Don't miss the opportunity to connect with FoundationWealth and take the first step towards a secure financial future. Whether you're looking to plan for retirement, manage investments, or simply gain clearer insights into your financial situation, their team is ready to help.

👍 Reviews of FoundationWealth

Melanie E.

5/5

I can’t say enough about my experience at Foundation Wealth! I chose them because of their Kingdom Advisors accreditation. I was not disappointed. They took the time to understand my unique situation and got the ball rolling on the very first day. I’m so thankful for all their help and care! Joel, Gage, and Ty - thank you so much!

Robin C.

5/5

My husband and I met with Joel and his staff for the first time today. We knew we needed insight from a professional to reach our future financial goals. We felt very welcome and valued. Joel was patient and spent time with us making sure we understood where we were financially now and what the future could look like for us with a plan. We look forward to working with Joel, he is a genuinely nice person that wants to help others reach their goals.

Bernella T.

5/5

I recently had the pleasure of meeting with Joel Hudson for my first financial planning consultation and I couldn’t be happier with the experience!

Joel took the time to understand my financial goals and concerns. He’s been assisting my son too! His tailored plan gives me confidence in my financial future, and I’m excited to be part of FoundationWealth’s mission!

Bill H.

5/5

I have been with Joel for 5 years and he has been great for us! Always has done great service to us, I look forward for more years working with him. Highly recommend!

Kim M.

5/5

World Class staff! You need to let them help you manage your money into wealth.

Rebecca R.

5/5

Joel Hudson has been a blessing in our financial planning for the future. He has helped us in every way possible. Answers any questions & provides assistance when needed as he actually cares about his clients. I would recommend him to anyone seeking financial &/or future planning.

Shawna H.

5/5

I appreciate that Joel takes the time to really look into the needs of his clients. Even with dealing with an uncertain market I feel confident that we are being taken care of!

Robin E.

5/5

I highly recommend FoundationWealth! Joel and his staff had great service and he provided me excellent information.