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Guardian Wealth Management reviews

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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#1546085 Review #1546085 is a subjective opinion of poster.
Pros
  • Customer service
Reason of review
Good customer service
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Testimonial

Guardian Wealth Management - I'm very pleased with the customer service

Jamie took over my under-performing portfolios and turned them around in a matter of months. Jamie has also helped set up my troisieme pillier and explained the process in full. I'm very pleased with the customer service he offers as well as patience in explaining financial issues to a non-expert!
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#1268089 Review #1268089 is a subjective opinion of poster.
Reason of review
Good customer service
Testimonial
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...
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#1268090 Review #1268090 is a subjective opinion of poster.
Reason of review
Good customer service
Testimonial

Guardian Wealth Management – takes the time to explain every detail until I completely understand the investments

William has done a fantastic job, he takes the time to explain every detail until I completely understand the investments he is investing my money into. My portfolio is growing and although I have instructed William to invest cautiously I am still very happy with the returns. I have total trust in William and would recommend him if you are looking for a person who is ahead of the game, honest and sincere.
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#1216388 Review #1216388 is a subjective opinion of poster.
Reason of review
Good customer service
Testimonial
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...
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#1268091 Review #1268091 is a subjective opinion of poster.
Reason of review
Good customer service
Testimonial

Guardian Wealth Management - Tyla is a great professional and a great person

Being the skeptical scientist that I am, it is often not easy for me to accept advice from others, but there is no doubt that the development of my finances has been much better under his guidance than it would have been otherwise. In short, Tyla is a great professional and a great person. Recommended!
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#1268086 Review #1268086 is a subjective opinion of poster.
Reason of review
Good customer service
Testimonial

Guardian Wealth Management - Carla was on hand to answer any questions we had along the way

Carla really helped us navigate the process of consolidating and optimising our pension portfolio and other investments. Carla was on hand to answer any questions we had along the way. Once we had decided what to do, Carla managed all the admin to make the process smooth and easy. We are really happy with the service we got from Guardian and Carla is a pleasure to work with.
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#1268087 Review #1268087 is a subjective opinion of poster.
Reason of review
Good customer service
Testimonial
I am a professional Engineer with over 30 years' experience in Nuclear Power industry. A couple of years ago I was fortunate to be presented with the chance to put my experience to good use in supporting the Abu Dhabi Government's ground breaking aspiration to build 4...
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#1268085 Review #1268085 is a subjective opinion of poster.
Reason of review
Good customer service
Testimonial

Guardian Wealth Management – Helped us navigate the process of consolidating and optising our pension portfolio

Carla really helped us navigate the process of consolidating and optimising our pension portfolio and other investments. Carla was on hand to answer any questions we had along the way. Once we had decided what to do, Carla managed all the admin to make the process smooth and easy. We are really happy with the service we got from Guardian and Carla is a pleasure to work with.
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Review
#1197843 Review #1197843 is a subjective opinion of poster.
Reason of review
Good customer service

Contact Guardian Wealth Management Customer Service

Mailing Address:
Global Services
20 Route De Pre- Bois
Geneva, Geneva 1215
All Guardian Wealth Management Contacts

Guardian Wealth Management Blog

Testimonial
Discovering Peter and Guardian Wealth Management has been like a breath of fresh air and came at the perfect time for us. What we appreciate most about dealing with Peter and his colleagues is their ability to explain everything clearly and logically. They listen...
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#1216387 Review #1216387 is a subjective opinion of poster.
Reason of review
Good customer service