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STATE FARM INSURANCE

With Angi since August 2010

4.0

(4) Verified Reviews

Service Categories

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SOVEREIGN WEALTH MANAGEMENT

5.0

(9) Verified Reviews

SOVEREIGN WEALTH MANAGEMENT

Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals.

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Offers by SOVEREIGN WEALTH MANAGEMENT on Angi

Verified Reviews

A few reviews for this pro…

5.0

04/22/2016

They take care of everything for us.  Give them A for every service.

DESCRIPTION OF WORK
They are our insurance service provider.

CATEGORY insurance companies

5.0

04/22/2016

A on every service. 

DESCRIPTION OF WORK
They took care of all the billing when we have anything that needs to be done. 

CATEGORY insurance companies

5.0

04/22/2016

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DESCRIPTION OF WORK
Home insurance 4/22/2016

CATEGORY insurance companies

1.0

02/11/2013

This insurance company took me through the mill when I needed them after finding out that I had hail damage on the roof of my home. I felt as though they were against me the entire time. They were rude and inconsiderate. I've been with this company for a long time and when I needed them they're were not going to help me. I recieved 146.00 to replace my roof essentially. After they sent me the mone...

DESCRIPTION OF WORK
I had hail damage to my roof and they had to come and do an inspection.  You hope that your insurance company will have your back when it's time to call them.  This was not the case with State Farm.  They do not care. 

CATEGORY insurance companies

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