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  1. US
  2. AZ
  3. Phoenix
Services Excellence Summary

Positive Reviews: Customers appreciate working with Velocity Wealth Management, LLC for their finance and financial consultant needs. The team at Velocity is highly responsive, knowledgeable, and provides personalized attention to each client. They take the time to educate their clients about their process, recommendations, and decisions, ensuring that clients fully understand their financial plans. Velocity also emphasizes the importance of setting a strong financial foundation before diving into investments, demonstrating their commitment to the overall financial well-being of their clients. Clients appreciate the comprehensive approach and expert guidance provided by Velocity, which allows them to feel confident and protected in their financial planning. Unique Facts about Velocity Wealth Management, LLC: 1. They believe that traditional financial planning is inadequate and aim to provide a unique strategy that serves the majority of Americans. 2. Velocity's approach allows customers to enjoy life now while also having the potential to earn from investments, real estate, and business prospects. 3. They combine their unique ideas and procedures with advice from top industry advisors across the country to maximize the velocity of their clients' money. 4. Velocity aims to deliver extraordinary outcomes for their clients, helping them live a better, less stressful life now and have an improved retirement lifestyle and legacy. Specialty of Velocity Wealth Management, LLC: Velocity's specialty lies in providing comprehensive financial planning services. They go beyond just managing money and offer guidance and education on a wide range of financial aspects including investments, insurance, wills/estate planning, and health/life insurance. The team at Velocity ensures that clients have all the necessary information and options to make informed decisions, allowing them to create strong financial plans tailored to their individual needs and goals. Their personalized approach and commitment to client education set them apart from others in the industry.

 

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Pros & Cons

PROS
recommend (6)
highly recommend ... (3)
very knowledgeab ... (2)
great experience ... (1)
very friendly (1)
detail-oriented (1)
very responsive (1)
extremely knowle ... (1)
incredible job (1)
very professiona ... (1)
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Velocity Wealth Management, LLC Reviews: 16. Average Rating: 5.0
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