OES Wealth Partners, LLC | Madison, CT | Financial Advisor - Madison, Connecticut

OES Wealth Partners, LLC: A Leading Financial Advisor in Madison, CT

OES Wealth Partners, LLC, located at 71 Bradley Rd Suite 4A, Madison, CT 06443, United States, is a reputable financial advisor that has been helping individuals and families achieve their financial goals for years. With a phone number of 8008787152 and a website at oeswealthpartners.com, the firm is easily accessible to those in need of financial planning services.

Specialties and Services

OES Wealth Partners, LLC specializes in financial planning. They offer a wide range of services, including investment management, retirement planning, estate planning, and tax planning. Their team of experienced financial advisors work closely with clients to develop personalized financial strategies that align with their unique goals and needs.

Accessibility and Other Points of Interest

• Wheelchair-accessible entrance: OES Wealth Partners, LLC ensures that their office is accessible to all individuals, including those with mobility challenges.
• Wheelchair-accessible parking lot: Convenient parking is available for clients with disabilities.
• Wheelchair-accessible washroom: The office is equipped with a wheelchair-accessible washroom, making it easier for clients with mobility issues to use the facilities.
• Appointments recommended: While walk-ins are welcome, it is recommended to schedule an appointment in advance to ensure the availability of a financial advisor.

Customer Reviews and Opinions

OES Wealth Partners, LLC has received positive feedback from its clients. On Google My Business, the company has 5 reviews, with an average rating of 5/5. Clients appreciate the personalized attention, expert advice, and effective strategies provided by the firm's financial advisors.

Recommendation

If you are seeking a reliable and experienced financial advisor in Madison, CT, OES Wealth Partners, LLC is an excellent choice. Their specialization in financial planning, coupled with their commitment to accessibility and personalized service, sets them apart from their competitors. Their website provides valuable information about their services, and their phone number 8008787152 allows you to schedule an appointment or inquire about their offerings. Don't hesitate to contact OES Wealth Partners, LLC today and take the first step towards securing your financial future.

👍 Reviews of OES Wealth Partners, LLC | Madison, CT | Financial Advisor

Karen P.

5/5

I recently had the pleasure of working with Eric, and I can't recommend him highly enough. What truly sets Eric apart is his commitment to going above and beyond. He took the time to explain complex concepts in a way that was easy to understand, ensuring I felt confident in my financial decisions. He also provided valuable resources and tools that helped me gain clarity on my goals. Eric's responsiveness and willingness to answer all my questions, no matter how small, made the entire process feel supportive and reassuring. His proactive approach to identifying potential issues and opportunities made a significant difference in my financial planning. Eric is a genuinely caring person, someone you can trust, which makes him an incredible resource for anyone seeking financial guidance.

Joyce M.

5/5

For over 20 years, it has been my distinct pleasure to have Eric as my financial advisor.
My husband had been managing our investments while we both worked. However, as our retirement years approached, we felt that we wanted the help of a professional.
We were very happy with the decision to work with Eric and his Team. He took the time to familiarize himself with our goals, our plans in retirement and our feelings about investments and risks.
After my husband passed away a few years ago, nothing changed in my working with Eric. That was important to me because, as a widow, I was still the respected client that my husband and I were before.
Give Eric a call. You will find him to be a knowledgeable, competent and caring person, someone who will have your best interests in mind.

Nanci F.

5/5

We struggled to make a very important decision about switching our financial advisor from someone we knew for many years. We needed a bit more hand holding and personal attention and boy did we choose well. Eric and his Team of Wealth partners walked us though every single step. He even came to my office several times to help me with computer steps. He is kind, personable, but most of important smart and has already made significant improvements for us in less than a year. We continue to learn but have total trust in him. He continues to try and get to know us for who we are, so he can best advise and guide us at this very important time in our financial lives. The best in all aspects.

Graham K.

5/5

Over the course of 30 years+, I've really appreciated Eric's insights into the market and the economy as a whole - he really knows his stuff. I'd say his wisdom has contributed to the financial well being I have today...

Sandy S.

5/5

OES Wealth Partners promises and delivers on a personalized approach to financial planning, based on your financial needs and life stage. We are long time clients who appreciate Eric's ability to focus on our short term and long term financial goals as well as his proactive solutions for retirement.