At Haber Wealth Management Group, our philosophy is simple: we believe that personalized financial planning is the key to achieving your long-term goals. With over two decades of experience, our team of experts is dedicated to providing you with unbiased opinions and expert guidance to help you make informed decisions about your financial future.
Our Commitment to Excellence
At Haber Wealth Management Group, we are committed to delivering exceptional service and results. We take the time to get to know you and your unique financial situation, so we can develop a personalized financial plan tailored to your specific needs and goals. Our team of experts is dedicated to providing you with regular updates, guidance, and support to help you achieve your financial objectives.
Our Services
We offer a range of services designed to help you achieve your financial goals, including:
- Investment Advice: Our team of experts will work with you to develop an investment strategy that aligns with your financial goals and risk tolerance.
- Estate Planning: We can help you develop a comprehensive estate plan that ensures your assets are distributed according to your wishes, while also minimizing taxes and other costs.
- Retirement Planning: Our experts will work with you to develop a retirement plan that helps you achieve your goals, whether that's financial independence or a comfortable retirement.
- Tax Strategies: We can help you identify tax-saving opportunities and develop a tax strategy that minimizes your tax liability.
Why Partner with Us?
At Haber Wealth Management Group, we're dedicated to providing you with personalized service and expertise that is tailored to your unique financial situation. With over two decades of experience, we have the expertise and resources to help you achieve your financial goals.
Our Team
Our team of experts is dedicated to providing you with exceptional service and expertise. Our team includes:
- Tricia Carter Wood: Founder and Wealth Advisor
- Adam Carter: Vice President and Wealth Advisor
- Karin Hutchins: Director of Operations
- Arami Hutchins: Operations Manager
Our Purpose
At Haber Wealth Management Group, our purpose is to help you achieve your financial goals and live the life you deserve. We believe that personalized financial planning is the key to achieving long-term success, and we're dedicated to providing you with expert guidance and support every step of the way.
Exceptional Service and Expertise
Randy Cox, Joe Vahlberg, Michael Hernandez, Mike Morey, Mary Jo Love, and Will McLaughlin all have the highest praise for Tricia and her team at Haber Wealth Management. They commend her exceptional expertise, professionalism, and kind demeanor. Each reviewer highlights specific strengths, such as her ability to explain complex financial planning software, her preparedness for meetings, and her commitment to delivering an excellent client experience.
Conflict and Unprofessional Behavior
Gigi Love, on the other hand, had a negative experience with Tricia. She accuses Tricia of being unprofessional and refusing to provide information about Gigi's father's trust and will, even after Gigi and her husband wrote a direct and professional letter requesting clarification. Gigi implies that Tricia was aggressive and threatened legal action if Gigi tried to pursue the information.
Conclusion
Overall, the majority of reviewers have only positive comments about Tricia and her team, highlighting their expertise, professionalism, and kind treatment. The one negative review highlights a conflict between Gigi Love and Tricia, which appears to be a personal and private matter.
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