Frazier Investment Management
About the Business
Frazier Investment Management is a leading financial institution located at 10 High Street in South Kingstown, Rhode Island, United States. Specializing in finance, Frazier Investment Management offers expert services in investment management, financial planning, and wealth management. With a team of experienced professionals, clients can trust in Frazier Investment Management to help them achieve their financial goals and secure their future. Contact us today to learn more about our personalized financial services.
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Location & Phone number
10 High St, Wakefield, RI 02879, United States
Reviews
"Very pleased with Steve and everything he has helped us with. He's a dependable financial advisor that always keeps his clients in mind. He remains in-touch with the market and actively works with you. I recommend Steve to friends and family."
"Steve has managed our financial accounts for several years. In fact, we were very pleased when he founded Frazier Investment Management because it gave him more authority and flexibility than the previous firm he was with. Steve is a guy who cares about people, all people. We have spent a lot of time together outside the office. He is kind to friends and strangers alike. We have had countless phone calls. Not only does he understand the markets, he understands what is important to our family. He understands why money is important - not just to collect money, but do important things in your life. As I write this review the market is set to open down at least 5% in a few hours. There are many people that are highly uncertain of what to do. I am not one of those people. Steve and I have discussed the run up and the inevitability of a down turn at some point. We have planned for days like today ahead of time, while still maximizing returns. 5 stars all the way."
"Our marina is a small fish in the world of financial investments but Steve has personally set up our 401k and met with the staff to educate. His knowledge and commitment are much appreciated."
"Steve is so smart about investing and he has the skill to break down a frightening topic into language you can understand. From the first conversation with Steve, you understand how much he cares about people and appreciates how scary it can be to have someone invest your money. He takes the time to understand your goals and then makes suggestions to meet those goals. No high pressure or acting like you should just let him make all the decisions. He wants you to be an active partner in managing your money."
"Steve is AMAZING. One of the smartest, most intuitive people and investment specialists I know. I am a tax accountant and trust referring my clients to him. Steve speaks nationally on his profession, as well. If you want dynamic, reliable and super-educated individual managing your wealth, definitely consult with Steve's firm."
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