Guardian Wealth Management - Monies In safe hands

My advisor has always given a considerable amount of time to understand my goals and plans for the future. We have took measures to make sure my goals are achievable. When markets are highly volatile that is when you can really know whether or not your advisor can advise you well. Also, if they have the experience and qualifications to minimize your loss by different strategies that I could never under be able to do on my own. I am assured that I am paying for good resources and qualified professionals that genuinely care about my money. After the markets dropped my advisor Kevin Crowther reached out to me and his team emailed me all the facts and figures and I did not have to panic during the pandemic. Best service I have ever received!
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

ID
#2035575 Review #2035575 is a subjective opinion of poster.
Review with GWM for my plans is annually. My advisor Max Gerstein is great. This year my review covered all topics that I needed to know regarding my plan and any other ways to increase my returns with other plans for the future. My review with him has made me trust...
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2039132 Review #2039132 is a subjective opinion of poster.

Guardian Wealth Management - GWM service with client care calls and reviews

Kevin Crowther is a great financial advisor, he presented me with brochures regarding how his team functions and how often should I expect to hear from them. The brochure was very informative and was explained to me very well. I would strongly recommend him as an advisor, the communication has been great.
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2035583 Review #2035583 is a subjective opinion of poster.

Guardian Wealth Management - Account Review call with GWM

Mine was a call review with the advisor Alexander Woodhead. I have a 9 yr plan and this was the first time that I spoke with an advisor at GWM. I was sure that they would be more capable of managing my policy because their recommended portfolio outperformed what I was invested in. They also discussed the charges with me and I was not aware how much that affected my monies in the plan. He had a very good understanding of my industry and I was assured that him and his team will be looking after my monies. They called me back in a few days after my funds were invested to check how I was doing and if I needed anything else. Especially with the current circumstances, I felt that they wanted to establish a friendly, client focused relationship with me.
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2035581 Review #2035581 is a subjective opinion of poster.

Guardian Wealth Management - Pleasant experience moving back to the UK

I had a very pleasant experience with my adviser during the process of moving back to the UK. He reviewed the entire process of moving and ran me through it in detail. The process was effortless for me as the GWM UK office handled it seamlessly
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2101521 Review #2101521 is a subjective opinion of poster.
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

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
  • Quick responses
  • Customer service
  • 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
  • Pension review
  • Quick responses
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 - I RECOMMEND GWM

GWM review meetings were great and I have had a series of meeting because I wanted to understand the process of suggesting funds. Chris introduced me to the CIO and it was a pleasure talking to both of them. Definitely helped with the due diligence that I was conducting. Understood the recommendation. Spoke about when to re-visit this and asked them how they conduct the processes internally. Chris was very transparent. Told me about the different fee and what returns will I get. The CIO and Chris are very professional and qualified to manage my money. I plan on moving to the UK after a few years. They told me regarding the process and I know who my future advisor will be. I recommend GWM. Very Professional.
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Testimonial

Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

ID
#2039137 Review #2039137 is a subjective opinion of poster.
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 - Effective advise from GWM

Been working with GWM Advisor, Christopher Bowler for a number of months now. The way he explain and follows up with the investments is great. My experience has been great and Chris works with and asks me for my preference regarding my plan, future and ways I want to be contacted. He also sends me frequent updates regarding my policy and every month I receive an update about the funds in my policy. The company is very forward looking and knows how to advise clients. I would highly recommend Chris Bowler.
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Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

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#2039134 Review #2039134 is a subjective opinion of poster.

Guardian Wealth Management - No complaints

It’s so hard to trust people - I have been lied to a lot in business. GWM goes an extra mile for their clients. my financial advisor made me feel comfortable just after our first conversation. We have been in touch for over 6 months now and honestly, I have no complaints with the performance so far
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Testimonial

Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

ID
#2101531 Review #2101531 is a subjective opinion of poster.
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
  • Quick responses
  • Pension review
  • Great service
Cons
  • None to report
Reason of review
Good customer service

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

Guardian Wealth Management - Highly satisfied

I worked with Joel Colman and he gave me valuable advice on my retirement shortfall, he was so quick with responding to emails or calls.. I recommend speaking to Joel for an insight into your financial plan
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Testimonial

Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

ID
#2101528 Review #2101528 is a subjective opinion of poster.

Guardian Wealth Management - Great assistance

My adviser at GWM is amazing.. I was skeptical to invest my money because of the uncertainty during these times. But my adviser Got me in touch with a great provider that understood my requirements completely and helped me so much with investing in the right places
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Testimonial

Guardian Wealth Management is a paying client of Opinion Corp and utilizes its services to proactively identify and correct customer service issues.

ID
#2101526 Review #2101526 is a subjective opinion of poster.