Circle of Wealth®

Circle of Wealth® icon

Circle of Wealth®

Jeff Hopper

AppRecs review analysis

AppRecs rating 4.8. Trustworthiness 0 out of 100. Review manipulation risk 0 out of 100. Based on a review sample analyzed.

★★★★

4.8

AppRecs Rating

Ratings breakdown

5 star

80%

4 star

20%

3 star

0%

2 star

0%

1 star

0%

What to know

High user satisfaction

80% of sampled ratings are 5 stars

About Circle of Wealth®

The Circle of Wealth® is a system that significantly improves the level and quality of communication between financial advisors and their clients. The supporting applications excel as “Visual Storyboards” to help the advisor clearly communicate the many ways to improve the efficiency of a client’s wealth during accumulation and retirement distribution. The visual storyboards cover over 100 individual financial concepts such as taxes, qualified plans, mortgages, college funding, savings plans, insurance protection, retirement planning, and many more.
Circle of Wealth® Screenshots
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Reviews for Circle of Wealth®

Miles Lacey

This app is really good it helps me a lot

This app is really good it helps me a lot you should get it

donsbuddy

Great app

Great app thank you so much for making this app

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