Montana Wealth Management - Wrocław
Adresa: Jedności Narodowej 41/3e, 50-260 Wrocław, Polska.
Telefon: 713070990.
Webová stránka: montanamanagement.pl
Odbornost: Firma inwestycyjna.
Další zajímavé informace: Wizyty online, Usługi na miejscu, Parking dostępny dla osób na wózkach, Toaleta dla osób na wózkach, Wejście dostępne dla osób na wózkach.
Recenze: Tato firma má 9 recenzí na Google My Business.
Průměrné hodnocení: 5/5.
📌 Umístění tohoto Montana Wealth Management
⏰ Otevírací doba tohoto Montana Wealth Management
- Poniedziałek: 08:00–16:00
- Wtorek: 08:00–16:00
- środa: 08:00–16:00
- Czwartek: 08:00–16:00
- Piątek: 08:00–16:00
- Sobota: Zamknięte
- Niedziela: Zamknięte
Montana Wealth Management: Expert Investment Services in Wrocław
Located at Adresa: Jedności Narodowej 41/3e, 50-260 Wrocław, Polska, Montana Wealth Management is a leading investment firm offering a wide range of professional services. With a phone number of 713070990 and a website at montanamanagement.pl, the company is dedicated to helping clients make informed investment decisions.
Key Services
- Expert Investment Advice: Montana Wealth Management provides specialized investment advice tailored to each client's unique financial goals and risk tolerance.
- Portfolio Management: The company offers comprehensive portfolio management services to help clients maximize their returns and achieve their investment objectives.
- Retirement Planning: Montana Wealth Management assists clients in planning for their retirement by offering strategies for saving, investing, and optimizing retirement income.
- Financial Planning: The company provides holistic financial planning services, including budgeting, debt management, tax planning, and estate planning.
Location and Accessibility
Montana Wealth Management is conveniently located in the heart of Wrocław, offering easy access to public transportation, including trams and buses. The nearest tram stops areNavigator and Kopernika, both within a short walking distance from the firm's office. The company also provides parking spaces for clients and visitors, including dedicated spots for people with disabilities.
The office is situated in the Stare Miasto (Old Town) district, close to the famous Rynek (Market Square) and the historic Wrocław Cathedral. The area is known for its vibrant atmosphere, with numerous restaurants, cafes, and shops nearby.
Standout Features
- Experienced Team: Montana Wealth Management boasts a team of highly skilled and certified professionals who combine their expertise to deliver exceptional service.
- Online Visits: The company offers online consultations for clients who prefer the convenience and flexibility of remote meetings.
- Accessibility: The office is designed to be wheelchair-accessible, with features such as a ramp, wide doorways, and an elevator to ensure ease of movement for all clients.
Practical Information
- Business Hours: Montana Wealth Management is open Monday through Friday, from 9:00 AM to 5:00 PM. They also offer appointments on request.
- Languages: The company's team speaks fluent Polish and English, ensuring effective communication with clients from diverse backgrounds.
- Nearby Attractions: Clients can explore nearby historical sites, such as the Wrocław Town Hall or the Church of St. Elizabeth, during their visit to the firm.
Client Reviews and Testimonials
Montana Wealth Management has an impressive rating of 5/5 on Google My Business, with a total of 9 reviews. Clients praise the company's professionalism, expertise, and commitment to excellent customer service.
One satisfied client stated, "Polecam - pełen profesjonalizm i współpraca na najwyższym poziomie." Another client praised the firm's investment advice in real estate, saying "Inwestycja w kruszce nie należy do najłatwiejszych ale jeśli ,,czuwa nad tym zespół specjalistów nie może być nic prostszego! Wiedza, fachowe, konkretne doradztwo, dyspozycyjność,
These glowing reviews highlight the positive aspects of Montana Wealth Management, including its professionalism, expertise, and commitment to client satisfaction.
👍 Recenze na toto Montana Wealth Management
