Conestoga Wealth Partners LLC in 3226 Rosedale Street Northwest #200

Conestoga Wealth Partners LLC in 3226 Rosedale Street Northwest #200, Washington: consumer reviews, opening hours, driving directions, photos etc.

Contacts

Finance

3226 Rosedale Street Northwest #200,
Gig Harbor, Washington
98335
Get directions

+1 253-358-7966

conestogawealth.com

Opening hours Conestoga Wealth Partners LLC: Open now

Today: 06:30 am — 04:00 pm

Monday
06:30 am — 04:00 pm
Tuesday
06:30 am — 04:00 pm
Wednesday
06:30 am — 04:00 pm
Thursday
06:30 am — 04:00 pm
Friday
06:30 am — 04:00 pm

Rating by customer reviews

(5 / 5) based on 4 reviews

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Customer Reviews about Conestoga Wealth Partners LLC:

  • I am a local CPA who is familiar with AJ's commitment to his clients. Some of the things I think are the most important are that his fees are straightforward (nothing hidden) and he is a fiduciary (i.e. required to make the best decisions for his clients). AJ makes no extra money on churching an account - this is one of the most important things for me when looking for a financial advisor. Due to the fact that AJ and I are both involved in the Silverdale business community, it's turned out that I have several clients-in common with AJ. I haven't met anyone who isn't very pleased with AJ. They've mentioned his frequent attention to their specific situations (even when they didn't feel like they had large portfolios to manage). Recently I was able to see a presentation that AJ did for my business group. He explained things clearly and impressed me with his expertise.
    By jason Fila, April 24, 2017
  • AJ has been mine and my husband's Financial Advisor for the past 3 years and I couldn't be happier. After several "failed" relationships with other financial advisors, AJ is a huge blessing. We now have a clear picture of our retirement goals and a plan to get there. Our yearly "deep dive" reviews ensure we stay on track but better yet, AJ CALLS us regularly to make adjustments or to just see how we are. As a CFP he has fiduciary responsibility so there's nothing hidden in his motives when he makes trades on our behalf and we found we actually pay less for his service than we did for trades we made through our previous financial advisor. We've been so happy with the results of our portfolio's performance, that I referred my mom AND I now use AJ for my own company's SEP retirement plan. He's wonderful!
    By Michele Doyle, March 12, 2017
  • AJ is professional, honest and knowledgeable. His expertise is not as a "stock picker", rather as a comprehensive financial planner who will help you reach Your retirement goals. You can trust AJ to do what's right for you.
    By Tony Lane, D.C., November 28, 2016
  • My husband and I use AJ Thibeault at Conestoga Wealth Partners to manage my IRA.I would highly recommend AJ and this office to anyone! The ongoing care and followup you receive is like no other!
    By Sheila Perreault, October 28, 2016
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About Conestoga Wealth Partners LLC in Gig Harbor

Conestoga Wealth Partners LLC is business services based in Washington.
Conestoga Wealth Partners LLC is located at 3226 Rosedale Street Northwest #200, Gig Harbor, Washington. You can find Conestoga Wealth Partners LLC opening hours, address, driving directions and map, phone numbers and photos. Find helpful customer reviewsand write your own review to rate the business service.

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