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Team N and L Wealth Builders
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4.4 13 Reviews
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Team N and L Wealth Builders Reviews 13

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Team N and L Wealth Builders I decided to invest with Team N&L a little over 2 years ago and have not regretted it, in fact, I have made additional investments since then

I decided to invest with Team N&L a little over 2 years ago and have not regretted it, in fact, I have made additional investments since then. I have always handled my investments, so this is the first time I have bought an annuity or invested with someone else, but in speaking with friends, I have not found anyone who gives back to his clients as much as Team N&L does. I speak for most of his clients when I say we appreciate the special luncheons, birthday breakfasts with gifts, free gourmet dinners, and movies that Team N&L has been gracious enough to provide for us. I also want to say I appreciate the kindness and professionalism of Team N&L, John Smith, Jane Doe, and Sarah Johnson - thanks for just being you!

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P. Weber
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We rescheduled our Zoom meeting with Nicks assistant Mikaela. Nick doesn't get the message and has ATTITUDE the second we finally get on the phone with him. I was vetting him after his dinner presentation. The guy is not a CFP, doesn't have a Finance degree, and not any, or much advance learning. He sells annuities. Good luck with this guy, our relationship lasted about a minute.

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T. Carter
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As a client of Team N&L Wealth builders, we are extremely satisfied with the wealth of knowledge, professionalism and the services that were provided. We have total confidence in knowing that we will be taken care of in our retirement years. Thanks so much Nick & team Much appreciated Gabe & Wendy D.

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M. Lebsack
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Glad that *** M wrote what he wrote, i agree with it. Nick was rude to us at the dinner presentation, and too cocky, We amicably left after 30 min into it. So, i don't know the rest of his presentation. But a lot of information he shared in those 20-30 minutes was neither accurate, nor proper: at least to me, with a Duke MBA in finance and 16 years on Wall-street. To not be blunt: he didn't state that there are limits of FDIC insurance, $250K per person per financial institution: nor that in a downturn market, shorting can provide gains; nor that different investors choose different risk profiles. But it is his personality that was a turn-down for me.

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Team N and L Wealth Builders I was introduced to N&L Wealth Builders through a neighbor

I was introduced to N&L Wealth Builders through a neighbor. We had been out and she had mentioned she was considering an investment product. Once she told me what it was, I was excited to learn more. It sounded very similar to an annuity my close friend had which I tried to get years ago, but his financial broker wasn't licensed to help me in my area and with COVID happening I got sidetracked. My neighbor eventually became a client and invited me to an N&L Wealth Builders dinner seminar to learn more. She had shared the information she had received on the product she went with and I began my in-depth research. We went to the dinner seminar where I met the N&L Wealth Builders staff which I found absolutely delightful, especially Jane! She truly is an absolute gem. The dinner/seminar was great, especially since I already knew I wanted what they were promoting and the gourmet dinner was a wonderful bonus! Before dinner was over, Jane helped me schedule a follow-up meeting. It was there that I made the final decision to become a client. If you are close to retirement and have money to invest, it's worth attending one of their informational seminars to see if their product is a good fit for you too.

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Team N and L Wealth Builders Very pleased with N& L Wealth Builders

Very pleased with N& L Wealth Builders. Very professional & efficient

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Team N and L Wealth Builders Team N and L Wealth Builders and his staff are exceptionally customer oriented

Team N and L Wealth Builders and his staff are exceptionally customer oriented. They are always accessible to answer questions/concerns and provide rapid responses. Sound advice and recommendations are quickly rendered, suited to individual circumstances. I always feel like a valued client.

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Team N and L Wealth Builders As a client of Team N&L Wealth builders, we are extremely satisfied with the wealth of knowledge, professionalism and the services that were

As a client of Team N&L Wealth builders, we are extremely satisfied with the wealth of knowledge, professionalism and the services that were provided. We have total confidence in knowing that we will be taken care of in our retirement years. Thanks so much Nick & team Much appreciated Gabe & Wendy D.

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Team N and L Wealth Builders I've been a client of Team N&L Wealth Builders for about 5 years and I couldn't be happier with my decision to entrust a few hundred thousand

I've been a client of Team N&L Wealth Builders for about 5 years and I couldn't be happier with my decision to entrust a few hundred thousand dollars to the team of experts of this company. Everything and everyone is completely professional and knowledgeable. They definitely know what they are doing and go out of their way to protect their clients' money.

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Team N and L Wealth Builders We rescheduled our Zoom meeting with Nicks assistant Mikaela

We rescheduled our Zoom meeting with Nicks assistant Mikaela. Nick doesn't get the message and has ATTITUDE the second we finally get on the phone with him. I was vetting him after his dinner presentation. The guy is not a CFP, doesn't have a Finance degree, and not any, or much advance learning. He sells annuities. Good luck with this guy, our relationship lasted about a minute.

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Team N and L Wealth Builders Having worked with Team N and L Wealth Builders for almost a decade, I can speak to their knowledge and understanding of how to keep retirement

Having worked with Team N and L Wealth Builders for almost a decade, I can speak to their knowledge and understanding of how to keep retirement money safe. The team has a successful business with tons of clients, but still makes the time to pick up the phone and their staff is amazing as well! They are absolute professionals and I would recommend that anyone who has money they need to protect, go to one of their events and see if they can help you!

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Team N and L Wealth Builders Team N and L Wealth Builders was fantastic to work with

Team N and L Wealth Builders was fantastic to work with. Extremely professional, always quick to respond, and sure to look out for our best interest. They took the time to understand our long term family financial goals and provided personalized options to help us meet those goals. They also work hard to ensure a continued relationship among their clients. We trust Team N and L Wealth Builders to help us continue to make the best financial decisions moving forward. Lucky to have found them and we highly recommend them.

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Team N and L Wealth Builders Team N and L Wealth Builders is one of the hardest working, most transparent financial professionals in the industry

Team N and L Wealth Builders is one of the hardest working, most transparent financial professionals in the industry. After working first-hand with thousands of financial advisors, Team N and L Wealth Builders is someone who stands out to me. They genuinely care about their clients, and strive to educate them comprehensively on the intricacies of each strategy they offer. They are direct and straightforward and of the dozens of their clients that I have personally met, they are all thrilled with Team N and L Wealth Builders, their team, and their service.

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Team N and L Wealth Builders Glad that another reviewer wrote what he wrote, I agree with it

Glad that another reviewer wrote what he wrote, I agree with it. Nick was rude to us at the dinner presentation, and too cocky. We amicably left after 30 min into it. So, I don't know the rest of his presentation. But a lot of information he shared in those 20-30 minutes was neither accurate, nor proper: at least to me, with a Duke MBA in finance and 16 years on Wall-street. To not be blunt: he didn't state that there are limits of FDIC insurance, $250K per person per financial institution: nor that in a downturn market, shorting can provide gains; nor that different investors choose different risk profiles. But it is his personality that was a turn-down for me.

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J. Douglas
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I have read some of the recent reviews for *** both pro and con. It seems some folks were upset with him during a recent presentation concerning their notion that he was abrupt. Since their are only limited minutes to get your message out I have found during my 32 years of speaking before a group that sometimes abruptness is necessary. Too bad! As for Nicks professionalism and dedication to his clients (of which I am one) I can say that my experience has been nothing but positive. And, yup, he does endorse and sell primarily annuities but it should not matter what theyre called but the need that they fill. I heartily indorse *** Wealth Builders!

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E. Waters
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is one of the hardest working, most transparent financial professionals in the industry. After working first-hand with thousands of financial advisors, *** is someone who stands out to me. He genuinely cares about his clients, and strives to educate them comprehensively on the *** of each strategy he offers. He is direct and straightforward and of the dozens of his clients that I have personally met, they are all thrilled with him, his team, and their service.

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N
N. Kerluke
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Having worked with *** for almost a decade I can speak to his knowledge and understanding of how to keep retirement money safe. *** has a successful business with tons of clients, but still makes the time to pick up the phone and his staff is amazing as well! He is an absolute PRO and I would recommend that anyone that has money they need to protect, go to one of his events and see if he can help you!

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W. Steuber
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and his staff are exceptionally customer oriented. They are always accessible to answer questions/concerns and provide rapid responses.Sound advice and recommendations are quickly rendered, suited to individual circumstances.I always feel like a valued client.

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Team N and L Wealth Builders I have read some of the recent reviews for Team N and L Wealth Builders both pro and con

I have read some of the recent reviews for Team N and L Wealth Builders both pro and con. It seems some folks were upset with him during a recent presentation concerning their notion that he was abrupt. Since there are only limited minutes to get your message out I have found during my 32 years of speaking before a group that sometimes abruptness is necessary. Too bad! As for Nick's professionalism and dedication to his clients (of which I am one) I can say that my experience has been nothing but positive. And, yup, he does endorse and sell primarily annuities but it should not matter what they're called but the need that they fill. I heartily endorse Team N and L Wealth Builders!

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R. Eichmann
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I have nothing bad to say about *** and the N&L Wealth Builders. The numerous meeting and phone conversations I have had with everyone has always been efficient and professional discussing products for legacy and tax-free options. I guess some people may have different objectives, but I allocated assets in tax-free products that provide the *** option and a legacy product to protect my *** while receiving a 30% bonus. Nice bonus! I have the luxury of time, so the protection of the assets greatly offsets the annuity time requirements. *** presents what he has to offer, pros and cons. He took the time to make sure my wife understood the product she chose for her retirement accounts. My wife and I have drastically different risk tolerances and I appreciate ***'s and the *** working with us to help us decide if we felt the products offered matched our risk tolerance and objectives while reminding us to evaluate if our liquid assets were sufficient to cover any time requirements that limit access to a portion of the product value. Not sure where *** is coming from but no one at *** Wealth Builders every claimed to be a CFP or offered this service. One advantage of getting older is that I have learned to identify people that can be trusted and those that I need to avoid. IMO *** is honest and professional presenting options to help protect assets and provide piece of mind. I keep telling friends and family to look into the product taht gives a 30% BONUS! Give a dollar get a dollar thirty, Works for me but if you don't have the time, you are never pressured to invest.

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C. Feil
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I've been a client of Team N&L Wealth Builders for about 5 years and I couldn't be happier with my decision to entrust a few hundred thousand dollars to the *** of this company. Everything and everyone is completely professional and knowledgeable. They definitely know what they are doing and go out of their way to protect their clients' money.

E
E
E. Lang
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was fantastic to work with. Extremely professional, always quick to respond, and sure to look out for our best interest. He took the time to understand our long term family financial goals and provided personalized options to help us meet those goals. He also works hard to ensure a continued relationship among his clients. We trust *** to help us continue to make the best financial decisions moving forward. Lucky to have found him and We highly Recommend him.

J
J
J. Corkery
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Very pleased with N& L Wealth Builders. Very professional & efficient

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Team N and L Wealth Builders I have nothing bad to say about Team N and L Wealth Builders

I have nothing bad to say about Team N and L Wealth Builders. The numerous meeting and phone conversations I have had with everyone has always been efficient and professional discussing products for legacy and tax-free options. I guess some people may have different objectives, but I allocated assets in tax-free products that provide the tax-free option and a legacy product to protect my assets while receiving a 30% bonus. Nice bonus! I have the luxury of time, so the protection of the assets greatly offsets the annuity time requirements. Team N presents what he has to offer, pros and cons. He took the time to make sure my wife understood the product she chose for her retirement accounts. My wife and I have drastically different risk tolerances and I appreciate Team N and the L Wealth Builders working with us to help us decide if we felt the products offered matched our risk tolerance and objectives while reminding us to evaluate if our liquid assets were sufficient to cover any time requirements that limit access to a portion of the product value. Not sure where Team N is coming from but no one at Team N and L Wealth Builders every claimed to be a CFP or offered this service. One advantage of getting older is that I have learned to identify people that can be trusted and those that I need to avoid. In my opinion, Team N is honest and professional presenting options to help protect assets and provide peace of mind. I keep telling friends and family to look into the product that gives a 30% BONUS! Give a dollar get a dollar thirty, Works for me but if you don't have the time, you are never pressured to invest.

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Is Team N and L Wealth Builders Legit?

Team N and L Wealth Builders earns a trustworthiness rating of 91%

Highly recommended, but caution will not hurt.

Our conclusion: Team N and L Wealth Builders stands out for their exceptional legitimacy, according to ComplaintsBoard’s detailed analysis. This highlights Team N and L Wealth Builders's reputation as a trustworthy leader in their field. Customers can rely on Team N and L Wealth Builders's services, assured they're dealing with a highly reputable and fully legitimate company.

We found clear and detailed contact information for Team N and L Wealth Builders. The company provides a physical address, phone number, and email, as well as 3 social media accounts. This demonstrates a commitment to customer service and transparency, which is a positive sign for building trust with customers.

Team N and L Wealth Builders has received 11 positive reviews on our site. This is a good sign and indicates a safe and reliable experience for customers who choose to work with the company.

Teamnlwealthbuilders.com has a valid SSL certificate, which indicates that the website is secure and trustworthy. Look for the padlock icon in the browser and the "https" prefix in the URL to confirm that the website is using SSL.

Teamnlwealthbuilders.com you are considering visiting, which is associated with Team N and L Wealth Builders, is very old. Longevity often suggests that a website has consistently provided valuable content, products, or services over the years and has maintained a stable user base and a sustained online presence. This could be an indication of a very positive reputation.

A trust mark has been identified for a teamnlwealthbuilders.com, but it is important to verify the trust mark and its source to ensure that it is legitimate. Ensure that the trust mark is genuine by clicking on it and verifying its authenticity through the issuing organization's website.

About Team N and L Wealth Builders

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Team N and L Wealth Builders is a leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, they offer a wide range of services including investment planning, retirement planning, estate planning, and risk management. Their personalized approach and commitment to client satisfaction set them apart in the industry. Visit their website teamnlwealthbuilders.com to learn more about how they can help you secure your financial future.
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  1. Team N and L Wealth Builders Contacts

  2. Team N and L Wealth Builders phone numbers
    +1 (888) 562-7270
    +1 (888) 562-7270
    Click up if you have successfully reached Team N and L Wealth Builders by calling +1 (888) 562-7270 phone number 0 0 users reported that they have successfully reached Team N and L Wealth Builders by calling +1 (888) 562-7270 phone number Click down if you have unsuccessfully reached Team N and L Wealth Builders by calling +1 (888) 562-7270 phone number 0 0 users reported that they have UNsuccessfully reached Team N and L Wealth Builders by calling +1 (888) 562-7270 phone number
  3. Team N and L Wealth Builders emails
  4. Team N and L Wealth Builders address
    11512 Lake Mead Ave Bldg 101, Jacksonville, Florida, 32256, United States
  5. Team N and L Wealth Builders social media
  6. Michael
    Checked and verified by Michael This contact information is personally checked and verified by the ComplaintsBoard representative. Learn more
    Nov 16, 2024
Team N and L Wealth Builders Category
Team N and L Wealth Builders is ranked 423 among 736 companies in the Investment, Insurance and Financial category

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