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Ithaca Wealth Management Grandview Pl, Ithaca

3.7
(3)Loan Agency
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104 Grandview Pl, Ithaca, NY 14850, United States

+1 607-882-1434

http://www.ithacawealth.com/

  • SaturdayClosed
  • SundayClosed
  • Monday8AM–5PM
  • Tuesday8AM–5PM
  • Wednesday8AM–5PM
  • Thursday8AM–5PM
  • Friday8AM–5PM
CLOSED
    Ithaca Wealth Management 01
    Ithaca Wealth Management 01
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    Services

    • Estate Planning
    • Financial Planning
    • Investment Advising
    • Retirement Savings Consulting
    • Tax Planning
    • Wealth Management
    • Advisory Services
    • Asset Management
    • Build Investment Portfolios
    • Charitable Planning
    • Comprehensive Investment Management
    • Comprehensive Wealth Management

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    Personal Loans Near Me In Ithaca of New York(NY)

    Loan Amount

    $1000
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    • Bad Credit OK

    • Easy Requirements

    • Instant Funding

    • High Approval Rates

    • Bank-Level Security Encryption

    • Reputable Lender Network

    Reviews

    3.7/5.03 Reviews

    H

    Howard Marks
    1

    Matt has almost no experience doing financial planning or managing investments. I made the mistake of working with him and trusting him. Be very careful. He says one thing and does another, and then he stop responding. He is a nice person, just not someone you can trust with planning or investments.

    Response from the owner

    Howard, we have searched our records extensively and have no record of you ever being a client of IWM. We also have no record of you ever reaching out as a prospective client. We're not sure why you felt the need to leave a bad review and a false description of events, and since we don't know who you are, we can't reach out to you to try to address the situation. If you have a legitimate complaint, please call us so we can work things out. We'd note that as fiduciaries, we are required by law to act in your best interest, which means we always do what we say, full stop. It's worth noting that competitors that might feel threatened are often behind fake negative business reviews. That would not be a surprise given that IWM is going against the grain of the traditional financial advisory industry, offering $0 account minimums and low fees that start at less than 1% and fall to 0.50% over time. That one low-fee covers both investment management and financial planning services, which usually costs an arm and a leg at most traditional financial advisory firms. Whatever the motivation is behind your comment, we'd appreciate it if you'd delete this fake review.

    T

    Tamer E
    5

    Matt is an exceptionally talented wealth manager with a sound investment philosophy and approach. His honesty, passion, and care for his clients are standout traits he brings to client experience.

    R

    Ryan Thomas
    5

    Have been a client of Matt's for over 2 years now. Has a great personal approach and I actually love to see his newsletters in my inbox. Highly recommended.

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    FAQs

    • 1. How Can I Connect Ithaca Wealth Management?

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    • 3. What Kind Of Services Can I Get from Ithaca Wealth Management?

      Ithaca Wealth Management also offers these loans options shown as '
      • Estate planning
      • Financial planning
      • Investment advising
      • Retirement savings consulting
      • Tax planning
      ' For further detailed information about Ithaca Wealth Management, act now.
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    • 2. What's The Address Of Ithaca Wealth Management?

      Ithaca Wealth Management is located at 104 Grandview Pl, Ithaca, NY 14850, United States. If you wan to visit them on the spot, just use the map to locate a way to get there.
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