Argentum Wealth Management
住所 | 601 Hinoki Azabudai Bldg 3-1-5 Azabudai 1 1, 1 港区 東京都 | ||||||||||
電話 | +81 3-5549-9099 | ||||||||||
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サイト | www.argentumwealth.com | ||||||||||
カテゴリー | ファイナンシャル プランナー, 投資サービス | ||||||||||
評価 | 4.9 50 件の口コミ | ||||||||||
近くの同様の会社 株式会社FPバンク(本社) — 東京都中央区日本橋3丁目3−5 日本橋ビル NS FPバンク 東京office — 東京都中央区日本橋3丁目3−5 日本橋ビル NS Tyton Capital Advisors — 東京都港区赤坂1丁目12−32 Adrian Rowles Financial Advisor — Sumida Riverside, Tower 1205, 1丁目-28-7 新川 中央区 東京都 |
Argentum Wealth Management 件の口コミ
50Really satisfied with the consultation and service I've received from Lloyd and Argentum. Lloyd spent several sessions with me to understand my financial situation, explain the various tax implications I'd be facing in Japan and proposed tailored financial products to my needs. I highly recommend him and Argentum to anyone working on improving their financial planning in Japan.
When I made contact via the homepage I received a reply in a timely manner, followed up by a phone call. During the call my situation was understood and actionable advice was given, including the open acknowledgement that there was a better solution than what they could provide. This truthfulness was much appreciated and when I have a need which better aligns with the services provided I will reach out again.
Mr. Loyd Danon was very supportive and helpful. He gave me very good advice, showcasing Argentum Wealth's seriousness and professionalism.
Martin has been great with going over and explaining what exactly I’m getting myself into with investing, and I felt very comfortable putting my money in.
Furthermore, Tiffany and Alison have been great with communication, and always willing to adjust with changes that I would like to make.
Thank you and I highly recommend Argentum!
I have been a client for almost 2 years.
Once you agree on how much risk you want to take with your portfolio as well on the contribution amount, your involvement is minimal and pain free.
You get assigned one advisor, and so far speed of reply and customer service quality has been great. Your advisor follows up roughly every quarter with you to discuss your portfolio performance, and also stays active to recommend new investment strategy as situation in the market evolves.
Advantage of the plans they propose is that they can still be maintained regardless of your country of residence, which is ideal for those who frequently change country location.
Returns have been great so far in line with the upward general market trend since Covid started.
For the past 3 years Martin has been giving me great advice on my financial planning, and I'm very happy with the investment services I have been introduced to through Argentum Wealth Management.
I was clueless about investing before contacting them but Martin has been excellent at guiding me through step by step of what my options are in taking care of my finances and building a portfolio. I recommend them not only for expats but also for Japanese nationals like myself.
I have been with Argentum (Tokyo) for several years now and I recommend them! Argentum helped me transition a losing situation into a profitable one and I now sleep a little better
Martin Zotta, experienced advisor, has continue to grow my portfolio since the beginning. Provides good input and recommendations in all portfolio review sessions with swift follow-ups.
Martin Zotta and the Argentum Wealth Management team have provided me phenomenal financial management and advisory over the last number of years. The Argentum team is highly knowledgeable of the markets and have provided me highly personalized support and guidance for my specific investment needs. It has been a pleasure working with them.
The team at Argentum Wealth are on to it! I was contacted almost immediately after completing their online form and provided the necessary information to progress my query. A call was then set up with Lloyd their MD. He was happy to chat and asked the appropriate questions to get a better understanding of my situation, he then provided the required advice. Would recommend anyone looking for wealth, finance, insurance and or tax advice to give them a call.
I moved to Japan after graduating with no knowledge about investing whatsoever. I read about Argentum in a news article I read online and decided to contact them.
Jack Lowe guided me step-by-step through my options and set me up with a plan that made sense for me.
Any questions that I had he answered them quickly and clearly.
I can contact him any time if I want to know about my plan performance and will guide me through it.
I strongly recommend Jack Lowe and the team at Argentum.
Argentum are an amazing to work with for managing your wealth. They really understand the landscape on estate management in Japan, and they explained it in a way that I could understand as well. Lloyd was able to personalize his advice to my exact situation and really helped me navigate how to handle wealth and estate planning in Japan.
Argentum came up with a creative solution and supported me all the way. Very knowledgeable, professional, approachable and easy to work with in complete confidence.
Very professional. Have known for 15 years and service, advice and presentation is by far the best I have seen in Japan. I know all the financial advisors in Japan. Up until now have not been very clever using Japanese banks, so now moving on to use Argentum via David Rubenstien.
Strongly recommend Argentum and David Rubenstein, my friend and advisor, for financial planning. David explained me the domestic real estate and investing options abroad like no one else could.
This review is based solely on an introductory call with Lloyd Danon which I just completed. If/when we proceed further, the rating could certainly change - e.g. Go to 5 stars etc. - but it's simply too early in the process. I did want to post this review in appreciation of Lloyd's willingness to provide initial inputs on our situation. He was very professional, offered thoughtful perspectives, and was transparent about his company's fee structures across various services without applying any sales pressure. I very much enjoyed the conversation and Lloyd seemed happy to share his time and knowledge as a way to introduce himself and Argentum.
I’ve started my first private pension in 2009 with one of the big private pension managers but I have become very quickly dissatisfied with them due to lack of support and importance they awarded to a small ticket individual like myself. This is how I ended up opening a second plan with Argentum back in 2012 and, after a few years being very satisfied with their quality of service and their professionalism, switched the old plan under their management as well. If you want your financial adviser to be personable, competent, put your interest first, and not drown you in managerial puffery and publicity Argentum might just be what you are looking for.
My husband and I have been dealing with Martin Zotta from Argentum for more than 5 years now. We have been really pleased with the ongoing level of support and advice during that time. We'd also like to give a shout out to the super-professional and efficient office staff who never leave us waiting.
My accountant, Robert Alfa, has been top-notch since I first contacted him. He has been ever helpful, diligent, and hardworking every step of the way. I recommend him and the Argentum team to anyone who wants a secure financial future. Thanks, Robert.
After moving to Japan, I had no idea what my options for investing were. But after contacting Argentum Wealth, they were able to go through my options. The person I spoke to was very professional. He explained everything very thoroughly and answered all of my questions. It was a great experience, and I would recommend anyone who doesn't know where to start with investing to reach out to them.