Reviews for Derrick Alexander, AIF

6 Certified Advisor Reviews™

5 Stars

✅ Wealthtender Certified Advisor Review™
May 29, 2024
I enjoyed my initial meeting with Derrick. He was very helpful and thorough. He answered my many questions. Highly recommend!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for CB
CB

5 Stars

✅ Wealthtender Certified Advisor Review™
Mar 25, 2024
I recently had the pleasure of speaking with with Derrick, a financial adviser from Great Works Wealth. I was impressed by his profound knowledge and expertise in the field. Derrick was able to provide me with a wealth of valuable information that was comprehensive and easy to understand. What I appreciated most was his quick response and his ability to answer all my questions promptly, clearing any doubts or concerns that I had. He truly exudes professionalism and a genuine passion for helping his clients to make well-informed financial decisions. I highly recommend Derrick for anyone seeking solid financial advice.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for James Brown
James Brown

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 6, 2023
I’ve been trying to get on a path to financial security for years. Greater Works Wealth gave me the tools and infrastructure needed to make that a reality!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for corey taylor
corey taylor

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 3, 2023
I have worked with Derrick since 2019 and he saw my portfolio through all market fluctuations since i was a client. Anytime I have a question he is a call away and I appreciate his quarterly updates. 10 out of 10 would refer him to a friend (I have too).
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Isaiah Brydie
Isaiah Brydie

5 Stars

✅ Wealthtender Certified Advisor Review™
Oct 3, 2023
Derrick and Greater Works Wealth have helped me tremendously with my retirement planning as well as financial decisions in general. I now have clear financial goals and a feasible path to get there. I highly recommend Greater Works Wealth for all your financial planning needs. Nicole ~
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Nicole Alex
Nicole Alex

5 Stars

✅ Wealthtender Certified Advisor Review™
Sep 24, 2023
Easy to work with and quick responses
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joey Tran
Joey Tran