Verified

Accumulo Financial Solutions

  • Financial Consultant in Spring Hill
  • Closed
  • 5
    (21)
Accumulo Financial Solutions
About
Accumulo Financial Solutions was established in 2013 and is a boutique Financial Planning and Mortgage Broking business focused on developing long-term relationships and service for our clientele. Our mission is to build, grow and protect client wealth. Accumulo Financial Solutions can assist clients in achieving their financial goals and aspirations. We are extremely passionate about the industry and aspire to provide a great working relationship with all of our clients. We pride ourselves on providing a high level of quality service and going the extra mile to ensure that our clients are looked after. We will work with you to identify the level of advice and services appropriate for you to have a comfortable lifestyle and peace of mind.
Hours
Closed
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Insights
Amenities
Restroom ·
Location
Unit 1 / 1 St Pauls Tce, Spring Hill QLD 4000, Australia
Services
Insurance annuity investment advisement
Business consulting
Reviews
5 out of 5
(21 reviews)
5
5
4
3
2
1
Tessa Kingi
2 months ago
Alex is very easy yo work with. He's responsive, proactive and genuinely has his client's best interests at heart.
Daniel Green
2 months ago
Accumulo have worked with my wife and I for a number of years now providing advice for financial investments including mortgages, shares, and preparing for retirement. We're very happy and confident that our financial position will allow us to enjoy life as we look to retirement.
About
Accumulo Financial Solutions was established in 2013 and is a boutique Financial Planning and Mortgage Broking business focused on developing long-term relationships and service for our clientele. Our mission is to build, grow and protect client wealth. Accumulo Financial Solutions can assist clients in achieving their financial goals and aspirations. We are extremely passionate about the industry and aspire to provide a great working relationship with all of our clients. We pride ourselves on providing a high level of quality service and going the extra mile to ensure that our clients are looked after. We will work with you to identify the level of advice and services appropriate for you to have a comfortable lifestyle and peace of mind.
Hours
Closed
Monday9:00 AM – 5:00 PM
Tuesday9:00 AM – 5:00 PM
Wednesday9:00 AM – 5:00 PM
Thursday9:00 AM – 5:00 PM
Friday9:00 AM – 5:00 PM
SaturdayClosed
SundayClosed
Location
Unit 1 / 1 St Pauls Tce, Spring Hill QLD 4000, Australia
Services
Insurance annuity investment advisement
Business consulting
Insights
Amenities
Restroom ·
Reviews
5 out of 5
(21 reviews)
5
5
4
3
2
1
Tessa Kingi
2 months ago
Alex is very easy yo work with. He's responsive, proactive and genuinely has his client's best interests at heart.
Daniel Green
2 months ago
Accumulo have worked with my wife and I for a number of years now providing advice for financial investments including mortgages, shares, and preparing for retirement. We're very happy and confident that our financial position will allow us to enjoy life as we look to retirement.
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