Sound Wealth Advisors LLC - Madison, Connecticut

Sound Wealth Advisors LLC is a financial planning firm located at 82 Bradley Rd, Madison, CT 06443, United States. They can be reached by phone at 2032992891. Their website is soundwealthadvisors.com.

This company specializes in financial planning, providing a range of services tailored to meet the unique needs of its clients. With a focus on building long-term relationships, Sound Wealth Advisors LLC offers personalized financial guidance, helping clients achieve their financial goals and build wealth for the future.

Sound Wealth Advisors LLC understands the importance of convenience, offering both online appointments and on-site services. The firm is wheelchair-accessible, with a wheelchair-accessible car park, entrance, and toilet. They also have toilets available for all clients. Appointments are required, but they are recommended to be made in advance to ensure availability.

According to Google My Business, Sound Wealth Advisors LLC has received a total of 9 reviews, with an average rating of 5/5. Clients have praised the firm for its expertise, professionalism, and personalized service.

If you are looking for a financial planner to help you achieve your financial goals, Sound Wealth Advisors LLC is an excellent choice. With its convenient location, accessible facilities, and highly-rated services, this firm is dedicated to providing the best possible financial guidance to its clients.

Don't hesitate to contact Sound Wealth Advisors LLC today to schedule an appointment and start building your wealth for the future. Visit their website at soundwealthadvisors.com to learn more about their services and how they can help you achieve your financial goals.

Reviews of Sound Wealth Advisors LLC

Alex Foulkes

5/5

Sound Wealth Advisors is truly exceptional! Rob’s expertise in wealth management is unmatched. He takes the time to understand his clients' unique financial goals and tailors his advice accordingly. Whether you're new to investing or looking to optimize your portfolio, Rob provides insightful and practical guidance. His personalized approach and deep knowledge make him a trusted advisor. Highly recommended!

Chris Antonino

5/5

Rob has a real passion for what he does and he makes you feel like you are his only client, unlike the bigger companies. He will make sure your path is right for you by asking lots of questions and staying in contact with you over time.

Liz Tracy

5/5

Rob is a so invested in his clients! He makes time to get to know them and their goals and keeps them top of mind builds powerful relationships. With this the clients goals are the center of decision making. He's a great partner!

William Godwin

5/5

Rob is a wonder of knowledge when it comes to managing your wealth! There is no one I trust more to handle and invest my savings! He will personally sit down with you, review your portfolio and answer any question you have! Rob points you in the right direction every time. A++ service!

Jeanne Messick

5/5

Rob has earned the trust of many of my clients, and I also am lucky to have his expertise in investing my own assets.

Jan Blonder

5/5

Rob has a very common sense approach to investing, offering the perfect balance of risk and safety for one's individual needs. He addresses your questions in a language that the layman can understand, which really helps towards building a collaborative relationship and to de-mystify the complicated world of finance!

Elizabeth Ballard

5/5

This guy!! You will not meet a kinder person. He really is sensitive to your individual needs and puts your best interest first. He is incredibly knowledgeable and he is a Fiduciary! That is one of the highest achievements in the financial world. He truly knows what he is doing and I am glad he is the one I go to. I am a lucky gal!

Bradford Sullivan

5/5

I referred a client to Mr. Van Ostenbridge. The client is pleased with his responsiveness, knowledge and service.