Product: Guardian Wealth Management Customer Care Clear all filters (5 of 5 reviews match)
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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.

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.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service
Testimonial

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

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.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service
Testimonial

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

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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Review
#1268086 Review #1268086 is a subjective opinion of poster.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service
Testimonial

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

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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#1197843 Review #1197843 is a subjective opinion of poster.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service
Testimonial

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

Guardian Wealth Management - I am pleased to have Matthew overseeing my investment portfolio

I am pleased to have Matthew overseeing my investment portfolio. He takes care to ensure that I’m confident and well-informed in the decisions I make, by thoroughly explaining the products and options we discuss, and giving ample opportunity to ask questions and time to think decisions through at my own pace. I have no doubt that Matthew is looking out for my interests and that my financial future is more sound in his hands. Anna Ritchie
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Review
#979719 Review #979719 is a subjective opinion of poster.
Service
Guardian Wealth Management Customer Care
Reason of review
Good customer service