Isadore Private Wealth, LLC
-
13561 S W Bay Shore Dr #200
Traverse City, MI 49684 - 231-922-9905
Hours
Chamber Rating
Contact Info
- 231-922-9905
Questions & Answers
Q What is the phone number for Isadore Private Wealth, LLC?
A The phone number for Isadore Private Wealth, LLC is: 231-922-9905.
Q Where is Isadore Private Wealth, LLC located?
A Isadore Private Wealth, LLC is located at 13561 S W Bay Shore Dr #200, Traverse City, MI 49684
Q What is the internet address for Isadore Private Wealth, LLC?
A The website (URL) for Isadore Private Wealth, LLC is: http://www.isadoreprivatewealth.com/
Q What days are Isadore Private Wealth, LLC open?
A Isadore Private Wealth, LLC is open:
Friday: 8:30 AM - 5:30 PM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:30 PM
Tuesday: 8:30 AM - 5:30 PM
Wednesday: 8:30 AM - 5:30 PM
Thursday: 8:30 AM - 5:30 PM
Q How is Isadore Private Wealth, LLC rated?
A Isadore Private Wealth, LLC has a 1.0 Star Rating from 1 reviewers.
Hours
Related Categories
Ratings and Reviews
Isadore Private Wealth, LLC
Overall Rating
Overall Rating
( 1 Reviews )Joe Moore on Google
I was introduced to this advisor through a friend some years ago. Advice is always well-organized and straight to the point. Transparent and honest. I would HIGHLY recommend to anyone wanting to achieve better financial outcomes.
Mary F on Google
I have been a client of Iasodres for a few years now and I have been happy with the service I have received. I appreciate the financial advise I have been given, not only, with stocks, but also, with any other financial questions I have had over the years. I have made money while I have been with Isadore and recommend them to everyone I know.
Robert Busch on Google
Lost $140,000k over a four year period with a 790,000k investment with this firm. From 2014 thru 2018 during a booming economy. Not only was principal lost but also lost the compounding during this time frame. Left based solely on performance that was not there. Many discussions were had about strategy but nothing ever came to fruition from the investments. I share this to let others know of my personal experience with this firm, and to help other possible investors understand what they may be getting into if they move forward. This was a large hit to my portfolio when you are in your fifties looking forward to retirement. If you do invest, be prepared to stomach the volatility in the investment choices / process.
Owner is a good guy and very like-able but the performance was not there.
Overall Rating
Overall Rating
( 1 Reviews )Write a Review
Investment Service Near Me in Traverse City, MI
Merrill Lynch Wealth Management
Traverse City, MI 49684
231-922-0707 ( 0 Reviews )
Black Walnut Wealth Management - Traverse City Financial Advisor
Traverse City, MI 49684
231-421-7711 ( 1 Reviews )
Edward Jones - Financial Advisor: Jim Mellinger
Traverse City, MI 49684
231-947-1123 ( 2 Reviews )
Stifel
Traverse City, MI 49684
231-995-7000 ( 0 Reviews )
Menlo Investments
Traverse City, MI 49684
231-354-7054 ( 0 Reviews )
TBA Credit Union
Traverse City, MI 49686
231-946-7090 ( 66 Reviews )
Nbc Contracting
Traverse City, MI 49684
(231) 946-1877 ( 0 Reviews )
CoinFlip Bitcoin ATM
Traverse City, MI 49686
773-800-0106 ( 0 Reviews )