Find a Partner

Popular: Accounting & Finance Advertising & Marketing Agriculture & Farming

Wealthy Soul

Name: Wealthy Soul
Address: United States
Rating: 3.1

Claim Profile Banking & Financial Services Pre Verified

ID PO/PP/445890

Investment and wealth management in the United States

LocationUnited States

Partner since2021

Profile views9

Rating★ 3.1 (7)

About Wealthy Soul

Banking & Financial Services

Customers looking for a financial services business in the United States can contact Wealthy Soul directly through this page. The business is listed on Pearl Marketplace under Banking & Financial Services.Financial services businesses help people and companies borrow, save, invest and manage money. Clear information about terms, eligibility and costs is essential before making any financial commitment.Every enquiry on this page is delivered straight to Wealthy Soul by email, with no charge to send it and no obligation to go ahead. Owners of Wealthy Soul can claim this profile for free to add services, photos and business details, and to reply to customers from one dashboard.

Services Offered

Updated

Investment & Wealth Management

USD 1,699.00

This service covers investment and wealth management enquiries with Wealthy Soul, from planning for long-term goals to understanding different investment options. Clients can ask about the services offered and how the relationship works. All investments carry risk, and suitable options depend on individual circumstances. A helpful enquiry covers your financial goals, the investment horizon you have in mind, and the kind of support you are looking for. It reaches Wealthy Soul by email straight away, so the business can review your needs and come back to you with suitable options and a quote.

Reviews

Your Name

Rating

Your Review

I agree to Pearl Marketplace's Terms & Conditions

Security check

0 + 0 =

That's not quite right — try again.

3.1

★★★★★

7 reviews

★★★☆☆

"Average experience overall with wealthy soul. Nothing went wrong, nothing stood out either."

★★★☆☆

"Reasonable service from wealthy soul. Would work with them again but manage expectations on timing."

★★★★☆

"wealthy soul took the time to understand our business before jumping into the work - appreciated that."

★★★☆☆

"Worked with wealthy soul - the work itself was fine, communication was a bit slow at times."

★★★☆☆

"It was okay working with wealthy soul. The end result met expectations, timeline slipped a little."

★★★☆☆

"Fair experience overall. wealthy soul got the job done, just not as fast as we hoped."

★★★☆☆

"A few minor hiccups working with wealthy soul but they were resolved without too much hassle."

1 / 7

At a Glance

Partner IDPO/PP/445890

LocationUnited States

Member since2021

Profile views9

Rating★ 3.1

IndustryBanking & Financial Services

StatusListed

Message this partner

Also in these services

Contact Wealthy Soul

Which service are you interested in?

Your Name

Mobile

Message

I agree to Pearl Marketplace's Terms & Conditions

Security check

0 + 0 =

That's not quite right — try again.

Similar Partners

Nico

Investment and wealth management in Puerto Rico

Puerto Rico

★★★☆☆ 3.4 (7)

Wealthy Soul

About Wealthy Soul

Services Offered

Reviews

At a Glance

Also in these services

Share this profile

Contact Wealthy Soul

Similar Partners