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Alexis Advisors reviews

Alexis Advisors

5.0
Unclaimed
5.0
Unclaimed
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Summary:
Company size: 1-10
AUM: Up to $2B

Alexis Advisors is an independent, fee-only wealth management firm focused on providing financial planning and investment management for women and families.


Alexis Advisors - Reviews

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LH
Lexi H.Apr 27, 2025
5.0
Investment Management | Wealth Management
Incentivize
Ratings:
Knowledge and competency
5.0
Trust and confidence
5.0
Ease of Doing Business With
5.0
Value
5.0
Willingness to Recommend
5.0
Overall Rating
5.0
Customer Service and Responsiveness
5.0
Fees and Costs
5.0
Communications and transparency
5.0
Comment on the ratings:

Good business and will overall do it again and recommend to others

Additional comments:

What did you like most and least about your experience with the Firm?

I like the firm because if how they treat people with respect and kindness

What recommendations would you make to the Bank and to other businesses considering engaging this Firm?

I have no recommendations keep doing what you are doing