Here’s The Deal: Veritas Wealth Management is a well-known financial planner in Anchorage, Alaska. Chad Hufford is the founder of the firm. He graduated from the University of Alaska and, seeing the great need for holistic financial advice and coaching, opened his financial service practice in 2007 in Anchorage, Alaska. He currently serves clients and their families across the US. The Veritas Wealth Management team specializes in retirement planning, investment strategy, insurance planning, and comprehensive wealth management services for individual investors. The team works with many individuals and has clients at every career stage, from just starting to living in retirement. They believe you should invest with confidence and clarity by having regular financial coaching, a personalized plan, and an investment strategy tailored to your goals and dreams. By partnering with well-known brands like Dave Ramsey and Dimensional Funds, they offer the tools, knowledge, and expertize needed to guide you toward your financial goals. Their process starts by getting to know you and your goals. Share your aspirations with them, and they will create a plan tailored to your needs. And as your life changes, they'll adjust your plan to align with your new path. They believe a detailed planning process can be one of the most effective ways to create financial security. An effective plan may provide financial security throughout your life and help reduce the damage that disability, critical illness, or other sudden income losses may have.
3 Best Financial Services in Anchorage, AK
Expert recommended Top 3 Financial Services in Anchorage, Alaska. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 VERITAS WEALTH MANAGEMENT REVIEWS
Working with the staff at Veritas Wealth Management has been such a pleasure. Shane helped me deal with all of the transactions during the difficult times after my father had passed away. If I had any questions, he took the time to explain everything so I could understand what was going on. I have also worked with Lindsay on other transactions and she responded immediately through email or phone. Always with professionalism and kindness. Whether you have a large or small amount to invest, this company will guide you in the right direction. They will have my business in the years to come as I move into the retirement stages of my life. A big thank you to this great group of people.
I've been working with Shane and his team since early 2020 and have been really happy with everything they've done. They're always quick to respond to any inquiries I've had. Shane has been great to work with and is very knowledgeable not only on traditional investment strategies, but also on incorporating real estate investing/rental management into my retirement plan which has been helpful to me. Highly recommend.
I have to say that my time with Logan was way more than I expected. He went above and beyond to help me understand where I should start and to be able to tackle my fears of doing my finances on my own now. Not only did he put me at ease with my finances but also with emotional baggage that I have and can let go of. Logan is such a kind, caring and a man of God and with all of his qualities and morals that he brings to the table you can not go wrong. He never at all pressured me or made me feel like I was not worth his time. This young man is one I will for sure keep in touch with. God Bless you Logan and Thank you.
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![Clem Financial Anchorage Financial Services Clem Financial Anchorage Financial Services](https://threebestrated.com/images/ClemFinancial-Anchorage-AK.jpeg)
Here’s The Deal: Clem Financial is one of the leading financial planners in Anchorage, Alaska. The Clem Financial team focuses on holistic financial planning by assessing the financial needs of individuals and helping them with planning for short. and long-term financial goals. They always look for new solutions and are dedicated to giving the same quality service to all their clients. Their mission is to protect clients' investments even when the market is down by understanding their goals and creating a plan to reach them. During a consultation, they will give a detailed analysis and recommendations. Together, they will implement these recommendations and keep track of progress. Their expert team provides affordable and dependable advice to help clients reach their financial goals.
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TOP 3 CLEM FINANCIAL REVIEWS
Shannon is the perfect financial advisor for our family. We liked his personality immediately and found him to be both a positive presence and incredibly knowledgeable. He helped my husband and I invest in life insurance and has offered us resources and advice that are already helping us shape a better financial future for ourselves. I would highly recommend Clem Financial and highly value Shannon's wealth of information. We are excited to continue investing with Shannon's guidance and consulting him as our needs grow.
Shannon has been my financial advisor for almost two years now. Unfortunately, I had started my retirement fund late in life. I expected to have to work for the rest of my life, in some capacity. I was absolutely elated when Shannon was able to maneuver me into a position of being able to retire in 5 years with a modest, but completely livable income! He has also been proactive in monitoring and researching various WA law changes, as I no longer live in AK. I am grateful for his caring and diligent service, and recommend him highly.
hannon is a wealth of knowledge. He always goes above and beyond to help me. He is never in a rush and he takes the time to explain things to me so I understand. I would highly recommend using Shannon if you are in need of a financial consultant.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: Baobab Wealth Management is an independent financial planner in Anchorage, Alaska. Jimmy Miller founded the company and holds the CRPC (Chartered Retirement Planning Counselor) and the CMFC (Chartered Mutual Fund Counselor) designations. The team is the personal Chief Financial Officer (CFO) for successful individuals, families, and institutions. They help their clients reach their goals through a comprehensive Wealth Management Consultative process that includes investment consulting, advanced planning, and relationship management. Their primary objective is to assist clients in navigating their specific challenges and provide clarity and guidance in preparing for the present and future. They help clients verify their financial goals and determine realistic plans. Schedule a free, in-depth meeting with one of their experts. They are fee-based firm in Anchorage.
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TOP 3 BAOBAB WEALTH MANAGEMENT REVIEWS
Jimmy at Baobab Wealth Management has a wealth of experience on how to best advise in any financial situation. He honors that each client’s situation requires very individual investigation in order to best prepare for future wealth building. Further he masters the skill of balancing international investment and taxation needs of his clients with a keen eye on the holistic and longterm challenges and opportunities. I feel extremely confident to entrust all my financial matters to Jimmy and with no doubt can recommend him to anyone seeking a financial adviser who keeps the big picture in clear sight.
Jimmy‘s extensive knowledge on all financial matters has made him my trusted Go-To since 2016. As a global citizen and seniored advisor he is personable, trustworthy and highly solution-oriented. Jimmy is hyper aware that building up a retirement-fund is unique to each of his clients. With his wealth of knowledge and wholistic approach Jimmy has helped me gain a better understanding of the complexities and importance of investment and I feel well prepared for the future!
I have been working with Jimmy at Baobab Wealth for about 7 years now. He is a fantastic holistic financial advisor that really cares about his clients. He is responsive, professional, and always takes the time to help and explain things. He has helped me developed a financial plan that works well for me and I am on track to get to the retirement that I want to have! I couldn’t recommend Jimmy more and you would be lucky to have him take you on as a client.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.