Take control of your financial future with confidence
At Finley Alexander Wealth Management, we understand that planning for retirement can be daunting and overwhelming. That's why we're dedicated to providing personalized financial guidance and education to individuals and families aiming to achieve their ideal retirements. Our team of qualified financial professionals is committed to helping you make informed decisions about your financial future.
Our Services
We offer a range of services designed to help you pursue your financial goals. Our process begins with a comprehensive financial assessment, where we examine your current financial situation, identify your retirement needs, and develop a clear plan for achieving your ideal retirement goals. We also provide ongoing guidance and support to ensure that your plan stays on track and that you stay focused on your financial objectives.
Virtual Lunch 'n' Learns
In an effort to prioritize the safety and well-being of our clients and staff, we're excited to announce the introduction of our Virtual Lunch 'n' Learns. Join us every Monday at NOON as we explore topics such as retirement income planning, investing, and more. Attend live or catch up on past recordings - the best part is that they're absolutely free!
Virtual Events
To ensure everyone's safety and well-being, we're temporarily switching to virtual events. Stay tuned for upcoming webinars and seminars, where we'll be sharing valuable insights and expertise on topics from retirement planning to investing. Be sure to check our website for registration and more information.
Meet the Team
Meet the passionate and dedicated professionals who make up the Finley Alexander Wealth Management team. Our President, Kyle Winkfield, is a financial industry thought leader known for his passion for teaching and empowering individuals and families to achieve financial freedom. Director of Operations Ashley Adams brings her creative and operational expertise to the table, managing our social media and content creation.
Our Philosophy
At Finley Alexander Wealth Management, we believe that financial planning should be tailored to your unique needs and goals. We take the time to understand your aspirations, fears, and concerns, and develop a customized plan to help you achieve your ideal retirement. We're committed to delivering exceptional service, education, and support to ensure that you stay on track and confident in your financial decisions.
Stay Informed
Follow us on social media to stay up-to-date on the latest financial news, expert insights, and valuable tips to help you achieve your financial goals. We're always sharing helpful content, and we'd love for you to join the conversation!
Excellent Reviews
The reviewed company, led by Kyle Winkfield, has received widespread acclaim for its educational events and workshops. Reviewers have praised Kyle's ability to simplify complex financial topics, making them easily understandable. Many have credited the company with helping them make informed decisions about their retirement savings and investments.
In-Depth Insights
The company has been praised for its engaging presentations, clear explanations, and approachable demeanor. Reviewers have appreciated Kyle's passion for his work and his willingness to educate and guide individuals. Several reviewers have noted the company's ability to demystify complex financial concepts, making them more accessible to a broader audience.
Red Flag
However, one reviewer had a vastly different experience. Raquel Guevara Forgues gave the company a one-star review, citing disappointment and frustration with the company's marketing tactics. She accused the company of lying and deceiving potential clients, stating that the company never followed through on its promised invitations and events.
