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Vis Wealth Partners

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Investor & Investment Firm

Services offered by this company.

Primary Markets:

Lists the geographic locations where this company operates and offers its services, including specific cities, regions, or states.

Portland, ME

Address:

254 Commercial St Suite 245, Portland, ME 04101, United States

Short Description:

A brief description of the company and its unique selling points, as summarized by KeyCrew.

Vis Wealth Partners is a fee-based financial planning firm that provides a wide range of services, including wealth management, retirement planning, insurance consulting, estate planning, and business succession planning, to individuals, families, and businesses. The firm's team of experienced advisors works as a one-point contact to guide clients through every aspect of building and protecting their financial future.

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Property Types:

Lists the types of properties this service provider specializes in, such as residential, affordable housing, or senior housing.

  • Affordable Housing
  • Commercial
  • Data Center
  • HOA/COA
  • Hospitality
  • Industrial
  • Land
  • Life Sciences
  • Manufactured Housing
  • Medical Office
  • Mixed-Use
  • Multifamily
  • Office
  • Parking
  • Residential
  • Retail
  • Senior Housing
  • Senior Living
  • Specialty Properties
  • Storage
  • Student Housing
Specialities:

Highlights the companys main areas of expertise and the specific services they offer

  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Estate Planning
  • Business Succession Planning
  • Insurance Consulting
  • Employer Plans

Overview

Generally, clients of Vis Wealth Partners express great satisfaction with the company's services. They highlight the professionalism, expertise, and personalized approach of the team, led by Vincenzo Garganese. Clients appreciate how the company has helped them organize their finances, diversify their portfolios, and achieve their short-term and long-term financial goals. The team is praised for their responsiveness, patience in explaining complex financial concepts, and genuine care for their clients' well-being.

Pricing

Request custom pricing for specific services offered by this provider. Each quote is tailored to your unique needs and project requirements.

Investor & Investment Firm Services

Need Help Choosing a Provider? Call KeyCrew Conceirge at 1 (855) CREW-123

People often ask...

What services does the company offer?

The company offers fee-based financial planning, retirement planning, wealth management, insurance consulting, estate planning, business succession planning, and employer plans.

What geographic areas does the company serve?

The company serves Portland, ME and surrounding areas.

What is the best way to contact the company?

Vis Wealth Partners is available at +1 207-838-8458 for inquiries.

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