Global Wealth Management

Customer Feedback Review: 1. Gregg Kleinman has been a pleasure to work with from the beginning. He is clearly knowledgeable about retirement investments and his recommendations make logical sense and are easy to understand. As we moved through the portfolio review process, Gregg did an excellent job of explaining what we were doing and why we were doing it. I feel more informed and confident in every decision we make for our family's future. What impresses me the most about Gregg is that his advice respectfully reflects our long-term goals. His advice is thoughtful, cognitive, and focused on creating and securing a more sustainable future for my family. We are genuinely grateful to have his help and look forward to working together for years to come. 2. The process began with asking questions to determine my risk tolerance, followed by questions about my financial goals, and what was important to me in saving for retirement and developing a distribution plan. I meet with my personal advisor, Mr. John Thomas no fewer than twice a year, to review the plan and ensure that we are both going to be on the same page moving forward. He is always prepared to show me my current positions, and what options are available going forward. To say that I am satisfied with the level of service is an effective understatement. Granted, I am not the most affluent person being served by John, but he goes above and beyond to make me feel the most valued client at that point in time. Without hesitation, I would recommend Global Wealth Management for anyone looking for a trustworthy and knowledgeable financial advisor. 3. Dave Olsen is hands down amazing and trustworthy. I was referred to him by one of my clients years ago. I would recommend him to any of my friends or clients. 4. Global Wealth Management and in particular, John Thomas and Tiffany Schrier, have been exemplary in guiding me through my finances as a client of eight years. In addition, Global Wealth not only provides investment advice and management but also helps with health care insurance options, legal council referrals, and accounting services, among others. Their weekly Market Updates are very informative, providing a clear understanding of the current market conditions and trends... and their team is always available to make any inquiries and concerns I might have. Global Wealth Management is really part of my community, supporting our local community with various charitable donations. I am extremely delighted with the services and staff at Global Wealth Management and highly recommend it to anyone looking for financial advice. 5. Global wealth always addresses any questions or concerns I may have. They walk me through everything, so I get it and do not rush me. They have and will contact me with any options that can increase or secure my portfolio. They are very professional and knowledgeable. All the staff and advisers are warm and accommodating. They have lunch and learn meeting monthly. My husband and I have attended and learned a lot. We have been with Global wealth since 2018. I recommend them.