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State Farm Insurance

With Angi since August 2010

5.0

(1) Verified Reviews

Service Categories

Description

No description has been provided for this pro.

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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

05/16/2013

From the first phone call through to obtaining the insurance, the staff was very responsive, knowledgeable and fun to talk to. It was a great experience overall.

DESCRIPTION OF WORK
We asked for a competitive quote for our homeowner and auto insurance and it cam back the most competitive of all 4 quotes.

CATEGORY insurance companies

Services Offered

All Types of Insurance

Services Not Offered

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General Information
Free Estimates
Yes
Payment Options
American Express, Check, Discover, MasterCard, Visa, Financing Available
Senior Discount
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Emergency Service
Yes
Warranties
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