What Their Customers Are Saying ?

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Guardian Wealth Management reviews

Guardian Wealth Management
I would like to express my thanks to Guardian WEALTH mANAGEMENT who have been my financial advisor now for six years. My adviser regularly reviews my investments and contacts me with suggestions.
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Guardian Wealth Management - It is so refreshing to find somebody who genuinely cares about your financial future

Guardian Wealth Management
I first met Ethan about 3 years ago and he did a fantastic job of untangling the mess that was my pensions from various different sources over the years. Everything was approached without any fuss and was explained at every step. The policy has performed well and there have been regular communications along the way to keep me informed of progress. Ethan is a guy you can trust. He follows through on everything he says and is my first port of call... Read more

Guardian Wealth Management - He has given me peace of mind

Guardian Wealth Management
As an expat in the UAE I, as many others, am trying to use the opportunity to invest extra money for a long term investment. Cormac has been instrumental in a few ways: 1) He highlighted how a previous service provider was not necessarily investing my money in line with my risk profile. 2) I find his personal interaction and communication extremely professional, and he has been in contact with me constantly. 3) He has given me peace of mind regarding my investment as now it is more suited to my risk profile. I wouldn't hesitate to recommend Cormac for any of the services he provides.
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Guardian Wealth Management's reply to:

Guardian Wealth Management - Investing for early career professionals

At GWM we assist over 10,000 clients globally in a whole range of differing circumstances. We are delighted to hear you are happy with your GWM experience so far, and thank you for your kind words.
ID
#1735922 Review #1735922 is a subjective opinion of poster.
Pros
  • Quick responses
  • Sales pitch
  • Savings plan
Cons
  • None to report
Reason of review
Good customer service
Tags
  • Great Company

As an early career professional i know i need to be investing for the future but thats easier said than done. GWM provides an interesting portfolio of different options that is custom tailored to my future objectives. I have so far been impressed with the follow up and level of details in the approach GWM which is helping me have a better understanding of the complicated market.

Guardian Wealth Management's reply to:

Guardian Wealth Management - Set up a savings plan

Thank for your kind feedback. At GWM we are always looking for ways to harness technology and bring our clients and Advisers closer together.
ID
#1735897 Review #1735897 is a subjective opinion of poster.
Pros
  • Customer service
  • Quick responses
  • Savings plan
Cons
  • Other firms in the same market untrustworthy
Reason of review
Good customer service

Simple, straight forward and easy to access online and by email

Guardian Wealth Management's reply to:

Guardian Wealth Management - Great adviser- always helpful

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM.
ID
#1735323 Review #1735323 is a subjective opinion of poster.
Pros
  • Savings plan
  • Quick responses
  • Pension review
Cons
  • None to report
Reason of review
Good quality

Living in Dubai and working in Iraq means I dont have a lot of spare time. When I do it's usually outside the usual office hours but thankfully my adviser is always able to answer my calls!

Guardian Wealth Management's reply to:

Guardian Wealth Management - Misleading

GWM takes any complaints or concerned expressed very seriously. As such your feedback is already with our Compliance Department who are investigating the points you have raised and will be in touch again with their findings. Please feel free to contact us in the meantime if you have any further questions or concerns.
ID
#1727781 Review #1727781 is a subjective opinion of poster.
Cons
  • All
Reason of review
Return, Exchange or Cancellation Policy
Loss
$21000
Preferred solution
Full refund

This review is from a real person who provided valid contact information and hasn't been caught misusing, spamming or abusing our website.

Verified Reviewer

I was misled by GWM into signing a policy while I was living in the Middle East, unfortunately I trusted the financial adviser who misled me from the beginning.

He showed me a contract with all the points we agreed on and told me he only have one copy of the contract but was not a problem as the contract will be uploaded online.

Later GWM showed me a totally different contract with my signature on the last page and no initials on the other pages.

Promises from the GWM compliance manager that the board of directors will review my case is one ongoing for 11 months, maybe the board of directors at GWM are very busy people.

If someone is interested in details please send an email to ernest.thuis@gmail.com so i can forward documentation and you can conclude based on documentation.

Guardian Wealth Management's reply to:

Guardian Wealth Management - Would reccomend

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM!
ID
#1712924 Review #1712924 is a subjective opinion of poster.
Pros
  • Great service
  • Quick responses
  • Pension review
Cons
  • None to report
Reason of review
Good customer service
Tags
  • Great Company

Great experience with Guardian Wealth Management over the last 5 years. Regular reviews with my advisor are a great asset. thank you guardian wealth!

Hi Silvina C, GWM takes any complaints or concerns expressed very seriously. As such we have referred your review onto our Compliance Department. In accordance with our procedures your case will be fully investigated and responded to as soon as possible. thanks
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2 comments
Nieshia
#1787549

Same here, surrendering my policy is also a big issue.

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ID
#1686947 Review #1686947 is a subjective opinion of poster.
Tags
  • inexperienced staff
  • Bad advice
Guardian Wealth Management's reply to:

Guardian Wealth Management - Happy with Guardian

Thanks for your feedback. We appreciate how difficult it can be to choose an Advisor having moved to a new country, and we are glad you chose GWM!
ID
#1663380 Review #1663380 is a subjective opinion of poster.
Pros
  • Savings plan
  • Customer service
Reason of review
Good customer service
Tags
  • Savings Plan
  • International Investing

Finding an adviser out here was tricky but Guardian have put me at ease from the start.

Guardian Wealth Management's reply to:

Guardian Wealth Management Great service

Thank you for your feedback, we are delighted to hear you were happy with the service you received from GWM.
ID
#1661431 Review #1661431 is a subjective opinion of poster.
Pros
  • Customer service
  • Pension review
  • Savings plan
Reason of review
Good quality
Tags
  • Great Company

Happy to have been with Guardian for over 5 years now. great service, always on hand to assist Happy Like Like Like Like Like Ninja Sleepy Happy

Guardian Wealth Management's reply to:

Guardian Wealth Management - New Adviser

Thank you for your kind feedback. Unfortunately from time to time Advisers will move on for one reason or another, and this is why GWM have developed GWM Global Partners to ensure your experience with us remains unaffected. With over 10,000 clients worldwide GWM are constantly looking for ways to provide ongoing advice and to fulfil new levels of expectation from internationally mobile clients.
ID
#1529364 Review #1529364 is a subjective opinion of poster.
Pros
  • Customer service
  • Quick responses
Reason of review
Good customer service

As my financial adviser recently left i was worried about what this meant for my investments but thankfully the handover to my new representative has been really easy.

Contact Guardian Wealth Management Customer Service

Website:
Mailing Address:
20 Route De Pre- Bois
Geneva, Geneva 1215
Contact Guardian Wealth Management Customer Service

Guardian Wealth Management Blog

Guardian Wealth Management - Approachable Advisor

Having been messed about by two other companies letting me down and cancelling meetings at the last minute the chap i met on both occasions from Guardian answered most of my questions straight away and came back to me to clarify the rest a couple of days later.
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ID
#1526859 Review #1526859 is a subjective opinion of poster.
Pros
  • Sales pitch
Reason of review
Good customer service