What Clients Are Saying about WealthCollab LLC (on GG)
5 /5 Fred Mednick: Clear, moral, thoughtful, personal, efficient. Were thrilled.
5 /5 Dez Ellis: Daniel has been amazing to work with! Hes extremely knowledgeable, friendly and professional. Daniel is a true fiduciary that has provided us with valuable, unbiased and holistic financial advice. Daniel is also great at providing education, adapting the pace of service, and truly collaborating on strategy and implementation. We are so thankful to be working with Daniel and will be highly recommending him to our family and friends!
Sarah Ealey: If I could give Jeffrey 6 stars, I would. He is a phenomenal partner with whom to navigate our financial journey. He is knowledgeable, professional, and kind. He is a good listener. He is trustworthy. He models the very same financial strategies in his own life that he suggests for ours. I cannot recommend Jeffrey highly enough!
Anne Gove: Horrible Company, Customer Service. I have had to resend paperwork based on incorrect information. I have called multiple times, given different information each time. They are Horrible at sending correspondence. If you have money with them, do not plan to see it if you need it.