Choosing a partner to help you reach your financial goals can be scary, especially when unexpected events can impact planning. Read what a few clients have to say about taking this journey with us
“Always a fun day when we get to meet with Kris Maksimovich. Retirement on the horizon is a beautiful thing! Grateful we met 20+ years ago to travel on this path together.”
The statement was provided in 2022 by Melanie who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Working with the Global Wealth Advisors team is really refreshing because they’re easy to talk to. They are well aware of the industry, and they stay on top of tasks or actions that we maybe fall behind on.”
The statement was provided in 2021 by Robert who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Working with the Global Wealth Advisors team is easy. I feel like we’re all one big family and they’re an extension of us. I look forward to our conversations and our partnership.”
The statement was provided in 2021 by Amber who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Tiffany is really good at crossing the T’s and dotting the I’s. With Kris, I don’t know that I’ve ever dealt with anyone as intelligent, money-wise, understanding how companies work, what they have going for them, what they may be lacking, and where the market is headed.”
The statement was provided 6/21/21 by Joe who is a business owner and client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“They’re so open and very willing to talk to you. And if you ask a question, they’re very prompt in getting back with you…. Working with the Global Wealth Advisors team is fun and comfortable. We look forward to coming to have meetings with them.”
The statement was provided in 2021 by Claire who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“Without Global Wealth Advisors, I think we’d still be struggling with some of the details of what has to take place in retirement or in planning for retirement.”
The statement was provided in 2021 by Steve who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“I wouldn’t have my account anywhere else. Kris has managed my portfolio with care and excellence throughout the volatility of the last decade. A well-balanced allocation has provided me with confidence and makes me feel well-protected in my retirement. Executive assistant Tiffany is friendly, accurate and available to help no matter what. I am blessed to have them as my financial planning team!”
The statement was provided in 2016 by Barb who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
“I’ve been a client of Kris’ for at least 6 years now and wouldn’t trust my financial portfolio with anyone else. Kris is professional and trustworthy. We make changes to my portfolio together and he understands the level of risk I’m willing to take. I would recommend him to anyone looking for a financial adviser.”
The statement was provided in 2008 by Rob who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.
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