Transforming your smile, enhancing your life
At Ashford Advisors, we believe that relationships are the foundation of our business. We take the time to understand each of our clients' unique needs and goals, providing personalized strategies to help them achieve financial stability and security.
Our Mission
Our mission is to provide our clients with the highest level of service, expertise, and integrity. We strive to build long-term relationships with our clients, understanding that their financial well-being is our top priority. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of their financial lives, providing them with customized solutions that meet their individual needs and goals.
Our Services
At Ashford Advisors, we offer a wide range of financial services, designed to help our clients achieve their financial goals. Whether you're looking to invest for the future, protect your family's financial security, or simply ensure that you have a plan in place for the unexpected, we have the expertise and resources to help.
Investment Solutions
We offer a range of investment solutions, tailored to meet our clients' individual needs and risk tolerance. From traditional investment products to alternative investments, our experienced team can help you identify the best opportunities for your portfolio.
Insurance and Risk Management
We understand that risk management is a critical component of any financial plan. Our experienced professionals can help you identify and manage risks, providing customized insurance solutions to protect your family, business, and assets.
Tax Strategies
Our team of experts can help you optimize your tax strategy, ensuring that you're taking advantage of every available deduction, credit, and exemption. We can also help you navigate the complexities of tax law, providing guidance on everything from tax planning to tax preparation.
Estate Planning
We believe that estate planning is an essential part of any comprehensive financial plan. Our experienced team can help you create a custom estate plan, ensuring that your assets are passed on to your loved ones in accordance with your wishes.
Our Commitment to You
At Ashford Advisors, we're committed to providing our clients with the highest level of service, expertise, and integrity. We understand that your financial well-being is our top priority, and we're dedicated to helping you achieve your goals.
Our Values
At Ashford Advisors, we're guided by a set of core values that shape our approach to financial planning and management. These values include:
- Integrity: We believe that honesty and transparency are essential in all our interactions.
- Excellence: We strive for excellence in every aspect of our business, from our investments to our client service.
- Collaboration: We believe that working together with our clients is essential to achieving their financial goals.
- Concern for Others: We care deeply about our clients and their well-being, and we're committed to providing them with the highest level of service and support.
Get Started Today
If you're ready to take control of your financial future, we're here to help. Contact us today to schedule a consultation and start planning for your financial well-being.
Unreliable Advisors
Some advisors at Ashford Advisors are untrustworthy and pushy, attempting to take advantage of clients. Tonescarp shared a negative experience where an advisor called and pressured him to set up a meeting, despite his initial decline. Chris Stezel also had a bad experience with Norman Plotkin, who didn't answer questions about his fiduciary duties and pushed high-fee investments. These advisors prioritize making money for themselves over serving their clients' best interests.
Highly Recommended Advisors
On the other hand, several advisors at Ashford Advisors are highly experienced and trustworthy. Margaret Dover, Kyle Sloter, and Felipe praised their advisors, Andrew Matthieson, Andrew, and Blake Miller, respectively. These advisors took the time to educate clients on their financial situations, explained complex details, and helped them achieve their goals.
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