Mcalvany Wealth Management - Durango, Colorado

Overview of McAlvany Wealth Management

McAlvany Wealth Management, located at 858 Main Ave, Durango, CO 81301, stands out as a trusted financial consultancy with a rich legacy spanning over 50 years. Clients can reach out to them via phone at 9704031204. For those seeking more detailed information, their website mwealthm.com provides comprehensive resources and insights into their services.

Key Features and Accessibility

McAlvany Wealth Management prides itself on being wheelchair accessible, ensuring that all their clients, regardless of physical ability, can have a seamless experience. Their entrance, parking lot, and restrooms are all equipped to accommodate visitors in wheelchairs. This commitment to accessibility is a testament to their dedication to serving the community fully.

Specialties and Services

As a financial consultant, McAlvany Wealth Management specializes in providing expert advice tailored to individual financial needs. Their services likely encompass a wide range of financial planning, investment strategies, and wealth management solutions designed to help clients secure their financial future.

Customer Experience and Opinions

Customer feedback plays a crucial role in understanding the quality of service offered by McAlvany Wealth Management. Although the average opinion on Google My Business is a modest 2.3/5, there are notable positive reviews highlighting the firm's excellence and knowledge in the industry. Clients appreciate the advisors' expertise, especially Jeff's, who has managed to create a comfortable environment for first-time investors. The consistent follow-up and attentive, caring staff further enhance the customer service experience.

Recommendations for Potential Clients

For anyone considering McAlvany Wealth Management, it is recommended to:
- Book an appointment in advance to ensure a dedicated consultation time.
- Prepare questions regarding financial goals and current investment strategies to make the most out of the meeting.
- Take note of their accessibility features if you or anyone in your group requires them.
- While reviews are mixed, the positive feedback underscores the importance of personal relationships and trust in financial advisory services. It might be beneficial to meet with them to assess if their approach aligns with your financial goals and comfort level.

Contacting McAlvany Wealth Management

To explore how McAlvany Wealth Management can assist you in achieving your financial aspirations, visit their website mwealthm.com or call them directly at 9704031204. Given their longstanding reputation and commitment to accessibility, reaching out could be a valuable step towards securing your financial future.

Remember, while opinions are subjective, McAlvany Wealth Management's dedication to accessibility and customer service is evident. Take this opportunity to connect with them and discover how they might be the right fit for your financial needs.

👍 Reviews of Mcalvany Wealth Management

Tyler M.

5/5

Excellent and knowledgeable advisors. McAlvany wealth management has an ironclad reputation in the community that has exceeded 50 years from my understanding- the precise reason I didn’t utilize any other company for this type of service. Jeff’s knowledge of the industry was impressive and made a 1st time investor feel at ease. He had always continued to stay in touch. Customer service experience was excellent as well and all staff is attentive and caring. Thanks.

noclouds111

1/5

If I could give negative stars, I would. McAlvany informed me that I must invest in both sides of their strategy... metals & equities. Their pitch is safety through diversity of investments. After buying numismatic coins from them, at one of the highest premiums (27%) for that day ( I researched), I later realized that the 2011 coins were just run-of-the mill, and most dealers sold them for 8-15%. On the equities side, I spoke with their rep, after deciding to invest in their Most Conservative plan. I was told that (I have their names) would call me, first, then he would invest according to my wishes. Instead, no one called, and McAlvany used my investment money to load up on gold & silver mining stocks .. the complete opposite to their promise, and to McAlvany's intended, and advertised strategy. I had no idea that this had occurred, until my first statement arrived, months later. I was upset, but realized that my balance was almost as original. As time went by, trades were made by McAlvany's people, as my balance sunk to new lows, and was about a third of the original balance. In calls to them, they applied their reassurance through their positive lingo. I've since removed myself from anything McAlvany. I was screwed by "them", through their incompetence, lack of communication, and high premiums. After gaining much experience, be really careful before committing any of your investment, here.

Bo J.

1/5

yeah not sure what this company does but they call and state they are from a different company. Not the most professional sounding company as well