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Modern Edge Capital LLC Anmeldelser 3

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TrustScore 4 ud af 5

4,0

Økonomisk rådgiver
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Virksomhedsoplysninger

  1. Økonomisk rådgiver

Skrevet af virksomheden

Modern Edge Capital LLC is a forward-thinking financial services firm dedicated to helping individuals and families take control of their retirement through clarity, strategy, and disciplined execution. We specialize in retirement income planning and tax-efficient strategies, with a strong focus on Roth conversion planning, guaranteed income solutions, and long-term wealth preservation. At our core, we believe retirement is not about chasing returns. It is about creating predictable income, reducing tax exposure, and protecting what you have worked your entire life to build. Many people enter retirement with uncertainty around taxes, market volatility, and income sustainability. Our role is to eliminate that uncertainty by building structured, personalized strategies designed around your specific goals. Our approach is simple and effective. We help clients reposition assets to generate reliable income, identify opportunities to reduce future tax liabilities, and create a clear roadmap for financial independence. Whether it is optimizing retirement accounts, implementing Roth conversion strategies during low-income years, or establishing income streams that cannot be outlived, every recommendation is built with intention. Modern Edge Capital LLC operates with a fiduciary mindset. That means your best interest comes first, always. We prioritize education, transparency, and long-term relationships over short-term transactions. If you are looking for guidance that brings clarity, confidence, and control to your financial future, Modern Edge Capital LLC is here to help you turn financial complexity into opportunity.

Kontaktoplysninger

4,0

God

TrustScore 4 ud af 5

3 anmeldelser

5 stjerner
4 stjerner
3 stjerner
2 stjerner
1 stjerne

Sådan bruger denne virksomhed Trustpilot

Se, hvordan deres anmeldelser og bedømmelser indsamles, vurderes og modereres.

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Bedømt til 5 ud af 5 stjerner

I had a great experience working with…

I had a great experience working with Shubert Cineus at Modern Edge Capital. He helped me set up my retirement accounts and life insurance with clarity and confidence. Shubert took the time to explain everything in a way that was easy to understand and made sure I felt comfortable with each decision. I truly appreciate his professionalism and guidance, and I highly recommend him to anyone looking to get their finances in order.

9. april 2026
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Shubert made a real difference for me…

Shubert made a real difference for me and my family.
I had an old 401(k) from a previous job and wasn’t sure what to do with it. Shubert helped me roll it over into an IRA and explained everything in a way that actually made sense. The process was smooth, and I felt confident every step of the way.
What sets him apart is that he doesn’t just handle one transaction and move on. He took the time to build a complete financial plan that covers my entire family. He also showed me a clear projection of what my retirement income could look like, which helped me see the bigger picture and feel more secure about the future.
He is honest, professional, and truly puts your best interest first. There’s no pressure, just clear guidance and a plan you can trust.
If you’re looking for someone who knows what they’re doing and actually cares, Shubert is the one to work with.

25. februar 2026
Uopfordret anmeldelse
Bedømt til 5 ud af 5 stjerner

Working with Shubert has been one of…

Working with Shubert has been one of the best decisions we’ve made for our family.
When my wife changed jobs, we were unsure what to do with her 401(k). Shubert stepped in and handled the rollover smoothly, but more importantly, he helped us turn that moment into a real plan. Not just for one account, but for our entire financial picture.
He took the time to understand our situation and made sure everything we’re doing is aligned and working together. He even helped us think through planning for our daughter who is currently serving overseas on active duty, which meant a lot to us.
Shubert is a good man. He is honest, straightforward, and you can tell he truly cares about doing what is right for his clients. There is no pressure, just clear guidance and a plan you can feel confident in.
If you want an advisor who is ethical, puts your interests first, and actually follows through, Shubert is the one to work with.

6. august 2025
Uopfordret anmeldelse
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Besvarelse fra Modern Edge Capital LLC

Robinson,
Thank you for your kind words and your vote of confidence. It truly means a lot to me and I do not take your trust lightly.
I’m glad we were able to turn that transition into a clear plan for you and your family. Being able to support you, your wife, and your daughter especially while she’s serving overseas is something I take great pride in.

I look forward to continuing to serve you and being there for you every step of the way.

Shubert

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