Backshore Wealth Management Group of Sullivan and Associates - Williston, Vermont

Backshore Wealth Management Group of Sullivan and Associates: A Trusted Financial Partner

Backshore Wealth Management Group, a distinguished part of Sullivan and Associates, stands as a reputable provider of comprehensive investment services and financial consulting. Located at 92 Zephyr Rd, Williston, VT 05495, United States, the firm is committed to helping individuals and families achieve their long-term financial goals. Their dedication to personalized service and strategic planning has garnered a strong reputation within the Vermont community and beyond.

Location and Accessibility

The firm’s physical address at 92 Zephyr Rd, Williston, VT 05495, offers a convenient and accessible location for clients. Notably, Backshore Wealth Management Group prioritizes inclusivity, offering a wheelchair-accessible car park and wheelchair-accessible entrance, ensuring that all clients can comfortably visit the office. This commitment to accessibility reflects their dedication to providing equal service opportunities.

Services Offered

Backshore Wealth Management Group specializes in a range of financial services designed to meet diverse client needs. These services typically encompass:

• Investment Management: Developing and implementing tailored investment strategies aligned with clients’ risk tolerance, financial objectives, and time horizons.
• Financial Planning: Creating holistic financial plans that address retirement planning, education funding, estate planning, and tax optimization.
• Retirement Planning: Helping clients develop strategies to ensure a comfortable and secure retirement.
• Estate Planning: Providing guidance on wills, trusts, and other estate planning tools to protect assets and ensure a smooth transfer of wealth.
• Tax Planning: Working with clients to minimize their tax liabilities through strategic planning and tax-efficient investment choices.

The firm’s approach is rooted in a deep understanding of the financial landscape and a commitment to staying abreast of market trends and regulatory changes. They emphasize building long-term relationships based on trust and transparency.

Client Feedback and Reputation

Client feedback consistently highlights the firm’s professionalism and responsibility. Several reviews on Google My Business underscore the positive experiences of those who have engaged their services. The overwhelming sentiment conveyed in these reviews is one of professionalism and responsibility. This strong reputation suggests a focus on client satisfaction and a dedication to delivering exceptional service. A consistently high rating (backshorewealth.com) mirrors this perception.

About Sullivan and Associates

Backshore Wealth Management Group operates as part of Sullivan and Associates, a larger financial services organization. Sullivan and Associates boasts a long-standing history of providing comprehensive financial solutions to a wide range of clients. The integration of Backshore Wealth Management Group allows for a broader range of expertise and resources to be offered to clients, enhancing the overall capabilities of the firm. The combined strength of both entities contributes to a robust and reliable service offering.

Contact Information and Website

For further information and to schedule a consultation, prospective clients can:

• Visit their website: backshorewealth.com
• Call them directly at: 8026622760

The firm’s website provides detailed information about their services, team members, and investment philosophy. It also features resources for clients to learn more about financial planning and wealth management.

Key Features and Benefits

Here's a summary of the key features and benefits clients can expect when working with Backshore Wealth Management Group:

• Personalized Service: Each client receives dedicated attention and a customized financial plan.
• Experienced Professionals: The team comprises knowledgeable and experienced financial consultants.
• Comprehensive Planning: Services extend beyond simple investment management to encompass holistic financial planning.
• Commitment to Integrity: The firm operates with the highest ethical standards and a focus on client interests.
• Accessibility: The firm’s location and services are designed to be accessible to all clients.

Backshore Wealth Management Group of Sullivan and Associates presents a solid option for individuals and families seeking expert guidance and support in navigating their financial journey. Their commitment to client satisfaction, combined with their experienced team and accessible location, makes them a valuable partner in achieving financial success.

👍 Reviews of Backshore Wealth Management Group of Sullivan and Associates