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Business Profile

Fee Only Financial Advisor

Apex Wealth, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(978) 491-0547Write a Review

About

Overview

Apex Wealth, LLC

5 Cherry Hill Dr

Danvers, MA 01923-2590

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BBB Accreditation & Rating

Apex Wealth, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

Apex Wealth provides personalized financial planning services, including wealth management and retirement planning. The company assists clients by understanding their financial goals, crafting tailored financial consultations, and leveraging strategic alliances with professionals in tax, estate planning, and investment management. These efforts aim to coordinate all aspects of a client's financial picture, adapting to changing circumstances to help achieve financial clarity and security. The business provides services to commercial customers.

BBB Accredited Since: 2/15/2024

Years in Business: 6

Business Details

Local BBB:
Better Business Bureau in Eastern MA, ME, RI & VT
BBB File Opened:
2/15/2024
Business Started:
11/12/2019
Business Incorporated:
11/12/2019
Type of Entity:
Corporation
Business Management:
Mr. George Clifford Ambrose III, Financial Advisor
Number of Employees:
2

Additional Contact Information

Principal Contacts
Mr. George Clifford Ambrose III, Financial Advisor
Customer Contacts
Mr. George Clifford Ambrose III, Financial Advisor
Additional Websites
yelp.com/biz/apex-wealth-...
x.com/apexwealth2024
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 4837949 for this business, issued by Boston Regional Office - U.S. Securities and Exchange Commission

Boston Regional Office - U.S. Securities and Exchange Commission

33 Arch Street, 24th Floor

Boston MA 02110

617-5738900Website

Additional Information

Business Categories
Fee Only Financial Advisor, Financial Services, Financial Consultants

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