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Client Testimonials

Words of Appreciation from Satisfied Clients


Business Accreditations

Apex Wealth, LLC Business Review


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Rating
5.0
7
reviews
Available team to answer any financial questions.
Tailored services to meet individual needs and financial situation.
Positive and helpful professionals who provide thorough answers.
Based on 7 Google reviews
Professional Always checking in with me. My money has already increased Can't say enough how impressed I've been.
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Great team of professionals who are thorough and super responsive.
Erin Hudd
Erin Hudd
1 year ago
Cliff and his team dramatically changed my life and financial needs for the better. I highly recommend!!
Brianna Fuller
Brianna Fuller
1 year ago
Great group of people who are available to answer any of your financial questions. Services tailored to your needs and financial situation with no pressure to stretch beyond your means. Definitely would recommend!
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Jordan Berger
Jordan Berger
1 year ago
What our customers say
Based on 5 Yelp reviews
Expanded my knowledge of available resources for personal finances.
Super personable and willing to go the extra mile for clients.
Helped me create a financial plan based on my goals.
Jessica Z.
6 days ago
on
Have to say what a team. These two have been amazing with helping me invest my money. They listen and understand. Very helpful and they know their stuff. Very trusting Grateful I had found them.
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Gil B.
Gil B.
January 17
on
As someone who always took pride in my personal finances and retirement planning, I quickly learned that there was so much more resources available to me! Cliffy and Michael helped transform the way I approached wealth management and building long term success for my finances. Super personable and willing to go the extra mile for their clients. Highly recommend working with them.
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Anthony C.
Anthony C.
January 17
on
cliff and his team are the absolute best. i couldn't recommend them more! They handle my life insurance and retirement funds, and I couldnt be happier.
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Eddie D.
Eddie D.
January 16
on
Cliff and his staff at Apex Wealth have been great to work with setting me get set up for a great retirement. I would highly recommend them!
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Mike F.
Mike F.
January 16
on
Cliffy and his team are A+, I am a self employed musician and I own my own business. They helped me get a financial plan in place that made sense for me based on my goals. Will continue to recommend Apex to friends and family.
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