Advanced Wealth Strategies, Inc.

Advanced Wealth Strategies, Inc.
  • 19520 W Catawba Ave STE 313
    Cornelius, NC 28031
  •   704-765-3653

Hours

Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM

Chamber Rating

Verified Member
5.0 - (7 reviews)
7
0
0
0
0

About
Advanced Wealth Strategies, Inc.

At Advanced Wealth Strategies our purpose is to build trust and confidence, to allow you to take your emotions out of your investments and redirect them back into the things and people that matter to you most. Achieving true wealth means being able to enjoy time with those you love without concerning yourself with financial anxieties. For 7 years, we've helped people in the greater Charlotte and Lake Norman areas to navigate the ups and downs of the market, changing tax laws and more.

Contact Info

Services

  • Asset Protection
  • Estate Planning
  • Retirement Planning
  • Tax Planning
  • Wealth Accumulation

Payment Methods

  • Cash
  • AMEX
  • MasterCard
  • Visa

Questions & Answers

Q What is the phone number for Advanced Wealth Strategies, Inc.?

A The phone number for Advanced Wealth Strategies, Inc. is: 704-765-3653.


Q Where is Advanced Wealth Strategies, Inc. located?

A Advanced Wealth Strategies, Inc. is located at 19520 W Catawba Ave STE 313, Cornelius, NC 28031


Q What is the internet address for Advanced Wealth Strategies, Inc.?

A The website (URL) for Advanced Wealth Strategies, Inc. is: http://www.planwithaws.com/


Q How big is Advanced Wealth Strategies, Inc.?

A Advanced Wealth Strategies, Inc. employs approximately 1 people.


Q Is there a key contact at Advanced Wealth Strategies, Inc.?

A You can contact Douglas Marion at (866) 752-6297.


Q What days are Advanced Wealth Strategies, Inc. open?

A Advanced Wealth Strategies, Inc. is open:
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM


Q How is Advanced Wealth Strategies, Inc. rated?

A Advanced Wealth Strategies, Inc. has a 5.0 Star Rating from 7 reviewers.

Key Contacts

image
Douglas Marion
Owner
(866) 752-6297

Hours

Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM

Ratings and Reviews
Advanced Wealth Strategies, Inc.

Overall Rating

Overall Rating
( 7 Reviews )
7
0
0
0
0
Write a Review

dominique piccolo on Google

image I'm delighted to share my exceptional experience with Rich at AWS who has been instrumental in shaping my retirement plan and financial goals. AWS has been an absolute game-changer, and I am incredibly grateful for their guidance and expertise.
What truly sets Rich and AWS apart is their ability to explain complex financial concepts in a clear and accessible manner. They patiently walked me through various retirement strategies, ensuring I had a firm grasp of the options available. His communication skills fostered an environment of trust and open dialogue, making the entire process a breeze.
Thanks to his assistance, I now have a clear direction for my retirement and a newfound sense of financial security. Without hesitation, I wholeheartedly recommend Rich and AWS' services to anyone seeking a reliable partner in their financial journey.


Briana Blair on Google

image Rich at AWS has been fantastic to work with. AWS has an education first mentality. You get both a confident financial plan and an understanding of your financial plan. Rich is client first, ensuring I always have my questions answered and readily available for any changes. I couldn't recommend AWS enough. I'd highly recommend considering Rich, and the AWS team, for your financial strategy. Thanks for all you have done!


Dan Rhodes on Google

image Very disappointed. Jay and Renee are very nice people but I have been invested with AWS since Nov 2020 and I am down over 20 percent from my initial investment since that time. The Dow and Nasdaq have both returned to pre-covid values... values above when I initially invested. I am just very disappointed in my results with AWS.
I will remove this post when I my initial investment is recouped.


Keren Hutchinson on Google

image Everyone at AWS is VERY knowledgeable about how to set up your retirement for maximum return and minimum taxation. For any situation be it starting right out o college or almost ready to retire they can help you get the most out of years of hard work.


Team Martin on Google

image This is an outstanding team of professionals with client's best interests at heart. Highly recommend a conversation.


Load More Reviews

Overall Rating

Overall Rating
( 7 Reviews )
7
0
0
0
0

Write a Review

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