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Reviews, get directions and contact details for Fisher Wealth Management

About

Fisher Wealth Management is a comprehensive financial services firm committed to helping you improve your long-term financial success.

Story

Our customized programs are designed to help grow, protect and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Fisher Wealth Management was founded with the goal of assisting people with every aspect of their financial lives. We provide the most comprehensive financial planning service available, which has earned us a reputation for excellence in our industry. For each of our clients we strive to help create stability, security and help pursue financial independence.

Investments products and services available only to residents of : Alaska (AK), Arizona (AZ), Arkansas (AR), California (CA), Florida (FL), Georgia (GA), Indiana (IN), Missouri (MO), North Carolina (NC), New Jersey (NJ), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Texas (TX), Virginia (VA), Washington (WA)

Fee-based advisory services are available only to residents of : Alaska (AK), Arizona (AZ), Arkansas (AR), California (CA), Florida (FL), Georgia (GA), Indiana (IN), Missouri (MO), North Carolina (NC), New Jersey (NJ), Ohio (OH), Pennsylvania (PA), South Carolina (SC), Texas (TX), Virginia (VA), Washington (WA)

We are licensed to sell insurance products in the following states of: North Carolina (NC), Virginia (VA), Pennsylvania (PA)

Securities and Advisory Services offered through LPL Financial, A Registered Investment Advisor Member FINRA/SIPC

Third party posts found on this profile do not reflect the views of LPL financial and have not been reviewed by LPL financial as to accuracy or completeness

Address: 1205 S Main St, Burlington, NC 27215, USA
Phone: (336) 532-4396
State: North Carolina
Zip Code: 27215


Reviews
I've had the good fortune of working with Fisher Wealth Management in Burlington, North Carolina as my go to advisory firm for investing for close to 8 years. They manage my retirement savings and more. FWM was founded by Dick Fisher and is now managed by his son Rick Fisher, who is as knowledgeable about prudent investments as he is caring about ALL of his clients and his very professional staff. Rick has the Midas touch when it comes to successfully building a team that cares for each of his customers as if they were family. FWM not only manages their clients investments but this team knows the importance of building great business referral networks among its clients and investing back into he community. This firm is a model for what a great local business should be.
9 years ago (09-10-2017)
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