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Advanced Wealth Strategies
- Investment Service
- Ann Arbor, MI
About this business
At Advanced Wealth Strategies, we have carefully crafted a financial planning, protection planning & investment process, through years of experience. It is our mission to partner with our clients to pursue their financial goals. We monitor & track your progress & adjust your financial plans along the way. Need to Make an Appointment? Call us, email us, visit us!
Location details
3005 Boardwalk Dr Suite 101, Suite 302, Ann Arbor, MI, 48108, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I consider finding Aleia and her associates at Advanced Wealth Strategies one of the greatest blessings of my life, at a time when I needed that blessing the most. Finding myself single again after a 36 year marriage to an investment banker who made all the financial decisions (not a complaint, just a statement of fact); my finances were complicated and I had a lot to get sorted out along with establishing a new home and a new life. Over the last 8 years Aleia has helped me with everything as she and her staff provide much... read more
Aleia MacDonald and the Advanced Wealth Strategies team are absolutely amazing. They are honest, hard-working, diligent...the list goes on. Advanced Wealth Strategies repeatedly shows how much they care about their clients - from follow-up emails to client appreciation events. Aleia treats every client with respect, patience, and kindness. I never hesitate to refer clients, family, and friends to this amazing team.
Aleia is the only one I trust with my retirement funds. Aleia takes the time to sit down with you and your spouse and learn your wants and needs. She never pushes you just advises and guides you to make the right decisions. I highly recommend Aleia to guide you in your investments.
We have used Aleia from Advanced Wealth Strategies for 10 years. She is responsive, helpful and watches the details. We have annual or biannual meetings (our choice) to review and make sure we are on track for the future. Aleia and her staff are passionate, dedicated, knowledgeable and helpful. We highly recommend Advanced Wealth Strategies!
I know and trust Aleia and Nick to be comprehensive, capable and thorough in their approach in partnering with you. I am fortunate to have them as a trusted advisor to call on. If you need assistance in establishing a sound and disciplined financial road map, Aleia and her team will represent you and your goals well.
Frequently asked questions about Advanced Wealth Strategies
How is Advanced Wealth Strategies rated?
Advanced Wealth Strategies has a 5 star rating with 16 reviews.
When is Advanced Wealth Strategies open?
Advanced Wealth Strategies is closed now. It will open on Monday at 8:30 a.m.