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Investment consultants in Lisbon
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Michael
Sonia
Leonel
Jude
Expat Experiences you can learn from
10
John
Sioux falls/ South Dakota on Feb 2025
Engaging Michael from Huber Wealth Strategies was a decision I couldn't be happier with. Having known him for a few years, the trust we built became the foundation for a seamless experience. Michael isn't just an advisor who throws numbers and products at you; he's an ally who genuinely cares about your financial journey. He didn't pressure us into making blind choices. Instead, he presented options with clear information, encouraging my wife and me to reflect on our risk appetite and investment goals. We appreciated the wealth of resources he provided, making us feel informed and empowered. Discussions weren't a one-time deal; they were comprehensive, backed by consistent communication, whether over coffee or through emails. Michael's Zen-like approach made the process stress-free and focused on long-term goals rather than short-lived outcomes. Price wasn't my primary concern in choosing his service, but rather the quality and trust he offers, which were worth every penny. Even residing overseas hasn't changed our relationship—being just a call away, it's like he lives right next door. This connection and thorough guidance are why I highly value Michael's service.
10
Annette
South Dakota on Feb 2025
From the moment I met Michael at Huber Wealth Strategies, I felt a genuine connection and confidence in his expertise. We connected on many levels, which made working with him even more reassuring. With sound advice and a personable approach, he guided me in investing a sum of money I had come into. Michael has always been there to help me with any decision I needed advice on and was consistently available whenever I had questions. He ensured my needs were met with personalized strategies, always respecting my choices without any pressure while offering guidance when he believed a better option was available. His communication skills are top-notch. Overall, my experience with Michael has been excellent, and I have no reservations in recommending him to others.
10
Chris
Chicago on Feb 2025
Entrusting Michael at Huber Wealth Strategies with my investment portfolio was a wise decision. He took the time to understand my financial goals and provided tailored advice that matched my risk tolerance, from conservative to aggressive options. I appreciated his clarity in explaining investment risks and ensuring that I felt comfortable with every decision. Michael’s communication was consistently excellent, as he proactively updated me and responded promptly to my questions. The fair pricing and his diligent follow-through further solidified my confidence in his services. I would happily work with Michael again and recommend him to others seeking investment advice.
Do's
Do Ask for references or testimonials from past students
Do Verify the teacher's flexibility in accommodating scheduling changes
Do Ensure the teacher uses a variety of materials and methods to suit your learning style
Do Confirm their punctuality and professional communication skills
Do Check if the lessons are tailored to individual needs and learning levels
Dont's
Don't Accept verbal promises without getting them in writing
Don't Overlook the importance of trial lessons to assess compatibility
Don't Ignore diverse and tailored materials that match learning styles
Don't Underestimate the value of teacher punctuality and reliability
Don't Choose based solely on price without considering teaching quality and experience
Why we created Locallista?
As expats, we understand how overwhelming it can be to settle into a new city, where even simple tasks become difficult without a network, complicated by language barriers and cultural differences. That’s why we created Locallista — a closed platform where expats connect with trusted service providers recommended by the community, ensuring clear communication in English or their native languages, making life easier.
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