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Confidence Wealth Management

Is this your company?

No Confidence Wealth - APM Confidence Wealth Management Employee Review

1.0
8 Jan 2019
Recommend
CEO approval
Business outlook

Pros

Nice people accept for CEO

Cons

Poorly ran organization a kin to a real "SWEAT SHOP" CEO talks a good story for about 5 minutes then you know he blowing Smoke. He claims to have worked on Wall Street but could never get what firms he worked for, he doesn't know anything about investments.

Explore other reviews about Confidence Wealth Management

5.0
22 Jul 2025
Recommend
CEO approval
Business outlook

Pros

Most of the time it was going to come out about my self approve of the time you are not on your way home from work and other things to come up with the xpectations of the American life story of wealth and management.... sincerely your Keith Luke

Cons

Lucky number 4,6,8,9, keep them close

5.0
20 Nov 2024
Recommend
CEO approval
Business outlook

Pros

I find Confidence Wealth to be truly a mission-driven company that prioritizes both its clients and employees. The team's seem to have high dedication to crafting detailed, customized financial plans. To me that demonstrates a genuine commitment to helping clients achieve their goals. What stands out most is the culture of care and support within the organization—ifor the time I worked there, it was clear they value their employees just as much as their clients. Unfortunately, I had to leave due to personal family circumstances, but my time with the company was incredibly rewarding, and I’m grateful for the experience. I highly recommend Confidence Wealth to anyone looking for a company that combines professionalism with heart.

Cons

The demand for their services creates heavy work load sometimes

1
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