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Family Wealth Management

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Marlton, United States

familywealthadvisory.com
Financial plannerFinancial consultantInsurance agency· Financial planner

Family Wealth Management Reviews | Rating 5 out of 5 stars (6 reviews)

Family Wealth Management is located in Marlton, United States on 9000 Lincoln Dr E #300a. Family Wealth Management is rated 5 out of 5 in the category financial plannerfinancial consultantinsurance agency in United States.

Address

9000 Lincoln Dr E #300a

Phone

+1 8569887722

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

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Hopeton Richards

Me and my wife have been using Family Wealth Management for over 4 years and i have to honestly say, this is one of the best decisions we have ever made. When we walked into the office, their presence made us feel right at home. Their staff is knowledgable, friendly, courteous and their #1 goal is customer satisfaction. If you are looking for a financial platform to build for the future, this is definitely the place to start. I would definitely recommend their services to everyone.

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Kerri McNally

Everyone at Family Wealth Management is so friendly and helpful. My family has been using them for years. I would definitely recommend them to anyone!

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Janet Cohen

It's hard for me to say, but 7 years ago when I moved to Voorhees I was not feeling too comfortable with my previous advisor. I really didn't want to go through the process of choosing a new financial advisor because I thought all of them would just be the same and only concerned with getting my money, instead of really doing what's in my best interest. That all changed when one of my close friends told me about Marty Higgins and his team at Family Wealth Management in marlton. I decided to give him a shot and I can honestly say that was the BEST decision of my life!!! Marty answered all of my concerns and I could tell that he was there for ME. I HIGHLY RECOMMEND anyone loojking for an advisor to give Marty Higgins a call and you will NOT regret it!

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David Salewski

My wife and I have been clients of Marty Higgins and Family Wealth Mgmt for about 4 years, and we are very pleased with Marty and his services. He provides excellent insight into your plans and problem areas; directly confronts your biases, fears, and misinformation; and helps you develop sound plans and make financial decisions based on the best information available and his 35 years of experience and judgement in the business. Marty will lead you through issues and scenarios that you may overlooked, or never thought about. While he strips away some of your emotions from your financial decision making, Marty is nevertheless a very caring person and family man, and puts your best interests first. Finding and signing up with Marty and FWM was one of the best decisions I've ever made.

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Adeline Renzi

marty and his staff provided excellent advice for my financial planning and i have been happy with the results. if you are in need of advice or if you need a second opinion, i would suggest giving them a call. there is no pressure, just listen to what they have to say. adeline renzi

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Darrell Proctor

Marty helped us get on track for retirement savings and investments, Very please, if you are not in plan contact him and get one going!

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