Wealth Advisory Board
1520 Royal Palm Square Boulevard, Fort Myers, FL 33919
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Wealth Advisory Board is a leading finance institution located at 1520 Royal Palm Square Boulevard in Fort Myers, Florida, United States. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or need assistance with estate planning, our experts are here to guide you every step of the way. Trust Wealth Advisory Board to provide you with the expert advice and strategies needed to secure your financial future.
Reviews
"I am a person that fines it rather difficult to trust a financial advisor. I listen and watch and research everything they say. With that being said i am very impressed with CHRIS BURCH. HE is honest and spends so much time explaining things. He is very knowledgeable. Chris is also patient. He treats us as if we were in the top 1 percent of incomers. He also has a lovely assistant Paige."
"Love this guy! He sat and talked w my fiancé and I about our future plans and patiently waited as we talked it through. I like his good sense approach and trust him implicitly. My fiancé and I walked away knowing we were in good hands. I must say Chris came highly recommended. That’s what we all want, to deal with someone who has a great reputation with our hard earned money. Blessed to have found Chris. Highly recommend him!"
"Chris was a life send when we moved to Florida helping us navigate the unique laws associated with the state. His skills and investment strategies are second to none! It is so nice to be able sit in the room with your fiduciary one on one as opposed to face time. He has consistently done an outstanding job breaking down complexed financial jargon to a very understandable level and he always takes our best interests to heart."
"Chris really gets to know his clients and makes you feel like your part of the family. He is honest with his opinions and the statistics and helps you make the best decision for you and your family. It cost nothing to meet with him. Schedule some time with him, you won’t be disappointed."
"Chris is very knowledgeable in his field. He is very personable and patient with us and we have the utmost trust in him."
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