Flatiron Wealth Management Inc.

We can't say enough good things about Andrew, Jeff, and the Flatiron team! They've been an absolute pleasure to work with. From day one, they took the time to really get to know us and understand our financial needs. Whenever we've had questions or needed advice, they've been there for us without hesitation, providing prompt and insightful responses. They've even built rapport with our daughters, ensuring they feel comfortable reaching out for any financial queries. We're incredibly grateful for their dedication and expertise. Andrew, Jeff, and the Flatiron team are simply the best!

My husband and I highly recommend Flatiron Wealth Management Inc.! In all our years of investing we have never had a company that clearly explains everything so well to us. Andrew and Jeff go above and beyond to achieve this and their investment strategy works well. We couldn't be more satisfied and impressed with this company.

We couldn’t be happier with the service and the guidance we have received at Flatiron. Our investments have performed well under their stewardship in good times and in uncertain times. Andrew, Jeff and the team have always addressed our concerns in a timely and friendly fashion and we feel confident that our portfolio is in the best of hands!

Comprehensive, Personalized Wealth Management with Clients' Best Interests at Heart:We recently started working with Flatiron Wealth Management and we couldn't be happier with our experience! From the beginning, their friendly and knowledgeable team, including Jerome and Mark made us feel right at home. They took the time to get to know us and understand our unique financial goals and needs, always putting our best interests first.What truly sets Flatiron Wealth Management apart is their comprehensive and personalized approach. They don't just focus on investments; they also consider the big picture, including tax minimization and other important factors. The tailored financial plan they created for us reflects their dedication to providing a well-rounded strategy that suits our specific needs and preferences. Plus, they're always ready to educate us about financial matters, so we can feel confident in the decisions we’re making.Their expertise and commitment to staying current on the latest financial trends are truly impressive. This gives us peace of mind, knowing that our investments and overall financial well-being are in the hands of professionals who genuinely care.They successfully navigated us through the pandemic without any financial setbacks and continue to manage our business with utmost professionalism and attention. We can’t tell you how much that means to us, especially when we see friends having to make cutbacks due to their reduced financial portfolios.Communication has been fantastic as well! They're always available to answer our questions, never making us feel like we’re bothering them, provide updates on our portfolio, and make sure we are in the loop.This level of attentiveness and their proactive approach make them stand out from other wealth management companies we’ve dealt with in the past. It might sound like a cliché, but we truly rest easier knowing we're in good hands and have complete clarity about all aspects of our investments.Overall, our experience with Flatiron Wealth Management has been exceptional. We highly recommend them to anyone looking for a top-notch, friendly, and attentive wealth management company that truly puts their clients' best interests first.

For more than a decade now, I’ve enjoyed a very positive, professional working relationship with the team at Flatiron Wealth Management – consummate professionals that have always managed my investment needs with care and expertise.Early on, Andrew took the time get to know me and my family to understand our priorities – important goals that informed the short term and long-term strategies that Flatiron uniquely customized to deliver to my stated objectives.With regular check-ins and portfolio reviews that sometimes called for positive yet candid and occasionally challenging conversations, Flatiron always provided trusted advice that enabled us to build momentum - moving my investment plan forward year-after-year.I’m proud of the collaborative success we’ve achieved together and as a result, I never hesitate to refer Flatiron Wealth Management to my family, friends, and peers.

Flatiron provides very professional and knowledgeable advise and takes the time to completely understand our personal situation and financial needs. We have been working with Andrew for over 10 years and really appreciate the attention to detail that he and Jeff provide on both an on-going basis and during our annual reviews. They always have helpful suggestions to maximize our portfolio and are great to deal with.

I had a 5-star experience working with Flat Iron Wealth Management! From the moment I reached out to the company, I felt like I was in good hands. The team was responsive, attentive, and took the time to understand my financial goals and needs. They were quick to schedule a consultation, and I felt heard and understood during the entire process.As my relationship with the company deepened, I found that their personalized approach was a key differentiator. The team worked closely with me to develop a customized financial plan that was tailored to my specific situation. They were transparent about their process and the fees associated with their services, and I felt confident in their recommendations.One of the standout aspects of my experience was the team's level of expertise. I felt that they had a deep understanding of the market and were always up-to-date on the latest financial trends. This gave me peace of mind, knowing that my investments were being managed by professionals who had a finger on the pulse of the industry.Communication was also a highlight of my experience. The team was always available to answer my questions and provide updates on my portfolio. I appreciated their proactive approach, and felt that they were always looking out for my best interests.Overall, my experience with Flat Iron Wealth Management was exceptional. Their personalized approach, expertise, and commitment to communication made me feel like I was in good hands every step of the way. I would highly recommend their services to anyone looking for a top-notch wealth management company. Thank you for making my Family feel like Family. And a big shoutout to Mark, Jerome, Mike, Andrew and everyone I missed!

I have been with Flatiron since inception. Not only is the team led by Andrew extremely knowledgeable in the fields of finance and insurance, but the customer service aspect is commendable. The service is a separator from other very large financial firms. The ability to contact the experts directly and to receive very prompt action to an issue that is important to me at the time, is extremely valuable, I think, in dealing with a financial firm. The financial advice is well thought out and communicated. Very pleased overall.

I'm beyond pleased with the service level I've received from Flatiron. They took the time taken to understand completely my unique situation and what's important to me, and craft a portfolio that was well thought out.The complete transparency is very refreshing, and everything I need is easy to find.They've achieved results that I hadn't expected given some of the big name advisers I had used previously, getting my financial future back on track.I'd recommend Flatiron to anyone looking for an adviser they can trust to handle their financial future with the same level of care they would their own.

Andrew, Jeff and team understand our needs and execute accordingly. They make the challenges of financial investment easy to understand. We have built an excellent working relationship over the many years they have managed our finances. I highly recommend Flatiron Wealth Management.