Accounting Financial Advising & Planning
$10,000 to $49,999
Jan. 2013 - Ongoing

4.5

Quality: 4.5

Schedule: 4.5

Cost: 4.0

Willing to Refer: 5.0

"We have a great culture fit."

Jul 18, 2022

Chief Credit Officer, Bank

Anonymous

Financial services
Lee's Summit, Missouri
501-1,000 Employees
Survey Response

Central Wealth Management provides financial advisory services for a bank. They've analyzed the client's existing portfolio and have recommended customized plans based on the client's goals and risk tolerance.

Central Wealth Management has been an excellent financial partner. They communicate regularly with the client through in-person and virtual meetings, phone calls, and emails.

BACKGROUND

Briefly describe what your company does and your role there.

I work for a Bank and am in an Administrative role for our Chief Credit Officer.

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

A secure partnership with solid results and performance.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Central Wealth partners with customers to provide options for all sorts of goals and portfolios to match each individual's needs. They analyze existing portfolios and make recommendations specialized for each investor's goals and risk tolerance.

How many people does your company work with?

10+

How did you find this provider?

Referral

Why did you choose to work with them?

Close to my geographic location
Pricing fits our budget
We have a great culture fit
Good value for cost
Referred to me by a trusted source

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

Quarterly statements disclosing trends and portfolio progression.

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

RATINGS

4.5

Central Wealth Management

A client-centric firm.

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