Belonging Wealth Management
Hours
Chamber Rating
-
Dan Smithers
These guys know their stuff. The best financial advisors in Longview for getting a grasp on retirement planning.
Jun 24th, 2022 -
Craig Allen
Brandon and Den are both amazing guys with years of education and experience. On top of that, theyre amazing men of high character that know how to treat people as if theyre family.
Mar 21st, 2022 -
Alec Capel
Brandon is one of the smartest people I know. He will lead you down the right path that works best for your needs.
Feb 22nd, 2022 -
Chad Adamson
Nov 16th, 2021 -
Noah Myers
Brandon and his partner are super helpful answering questions about your financial well-being. I reached out after seeing many interesting post on LinkedIn and Facebook about the stock market, retirement and other big financial decisions that need to be made. Brandon called me and had a session where he was able to coach and guide me for next steps. He was not pushing me to use his service and does not spam you if it takes you a while to decide which partner you would like to use for your financial decisions. Talking through finances is stressful and not something I like to talk about with others. This conversation was not stressful and they were super generous to walk through uncommon terms and explain, without making it feel like I was uneducated or expected to know everything. Great experience and I would highly recommend setting up the first call to see if you have the same experience that I had.
Sep 13th, 2022
About
Belonging Wealth Management
Fee-only financial planning for individuals desiring a custom path to retirement. Regardless of where you are in your path to retirement, or if you're currently in retirement, we assess your entire financial profile and build recommendations for your unique journey. Our approach to financial planning is to listen to how you envision your legacy in retirement and beyond. We assess your investment portfolio, healthcare options, Social Security, insurance, estate planning and legacy goals, and retirement withdrawal strategies. We specifically specialize in minimizing retirement related taxes and maximizing retirement lifestyle. Our office is located in Longview, TX, however we also serve clients in various states through virtual platforms.
Contact Info
- (903) 471-0624
- [email protected]
- Website
Services
- Retirement Planning
- Investment Management
- Pre-Retirement Planning
- Retirement Income Planning
- Investment Advisory Services
- Retirement Withdrawal Strategy
- Fiduciary Financial Planners
Questions & Answers
Q What is the phone number for Belonging Wealth Management?
A The phone number for Belonging Wealth Management is: (903) 471-0624.
Q Where is Belonging Wealth Management located?
A Belonging Wealth Management is located at 1405 Colony Circle, Longview, TX 75604
Q What is the internet address for Belonging Wealth Management?
A The website (URL) for Belonging Wealth Management is: https://belongingwealth.com/
Q What days are Belonging Wealth Management open?
A Belonging Wealth Management is open:
Thursday: 8:00 AM - 6:00 PM
Friday: 8:00 AM - 6:00 PM
Saturday: N/A
Sunday: N/A
Monday: 8:00 AM - 6:00 PM
Tuesday: 8:00 AM - 6:00 PM
Wednesday: 8:00 AM - 6:00 PM
Q How is Belonging Wealth Management rated?
A Belonging Wealth Management has a 5.0 Star Rating from 10 reviewers.
Hours
Related Categories
Ratings and Reviews
Belonging Wealth Management
Overall Rating
Overall Rating
( 10 Reviews )Dan Smithers on Google
These guys know their stuff. The best financial advisors in Longview for getting a grasp on retirement planning.
Craig Allen on Google
Brandon and Den are both amazing guys with years of education and experience. On top of that, theyre amazing men of high character that know how to treat people as if theyre family.
Alec Capel on Google
Brandon is one of the smartest people I know. He will lead you down the right path that works best for your needs.
Chad Adamson on Google
Noah Myers on Google
Brandon and his partner are super helpful answering questions about your financial well-being. I reached out after seeing many interesting post on LinkedIn and Facebook about the stock market, retirement and other big financial decisions that need to be made. Brandon called me and had a session where he was able to coach and guide me for next steps. He was not pushing me to use his service and does not spam you if it takes you a while to decide which partner you would like to use for your financial decisions.
Talking through finances is stressful and not something I like to talk about with others. This conversation was not stressful and they were super generous to walk through uncommon terms and explain, without making it feel like I was uneducated or expected to know everything.
Great experience and I would highly recommend setting up the first call to see if you have the same experience that I had.
Overall Rating
Overall Rating
( 10 Reviews )Write a Review
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