Services Offered
Wealth Management
Personalized investment monitoring and growth strategies tailored to your financial goals.
Retirement Planning
Comprehensive advice for retirement transitions, downsizing, and future financial security.
Tax and Insurance Advice
Expert guidance on tax optimization and insurance solutions to protect your assets.
Financial Education
Ongoing mentoring and explanations to help clients understand and manage their finances effectively.
Socially Responsible Investing
Investment options aligned with your values, such as socially responsible funds.
Reviews
5(4 reviews)
Rating Distribution
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Bruce Idelkope
via Google
3 months ago
My appreciation of the Team assisting me from Laura through all of my advisors remains unchanged and is overall extremely high! They (my team) continue to provide me with intelligent and very personalized advice and management which match my goals precisely. They continue to educate me in areas where I am weak and never hesitate to repeat information when they sense I’m not absorbing all of the messages correctly. They are totally honest and not only acknowledge where they might have done better as well as self correct even before I am aware of the change in approach. Their fees are very reasonable as well as open to me, and not any concern. I could not be more positive regarding my experience with Laurel Wealth!
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Helen Gilbertvia Google
over 1 year ago
My husband and I have been working with Laura Kuntz, owner of this business, for something like twenty years, and we are grateful for her and her associates' help with our finances all this time. She listens to our goals and values and recommends financial solutions to fit with them, such as moving most of our assets into socially responsible investments. She mentors newer people in her field, and we've seen them mature into advisors who are trustworthy, responsible, and helpful like she is. We get answers and explanations for things we don't understand; help with transitions like retiring, downsizing, and future planning; excellent, growthful monitoring of our investments; advice about taxes and insurance; and contact when we need it, all at reasonable fees. Having Laurel Wealth Planning handle our finances has given us huge support for our busy lives, doing things we know more about than finances.
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Bryan Rvia Google
almost 6 years ago
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Wendyvia Google
almost 9 years ago
There are a lot of good wealth managers in the cities but few are this good. Not only are their actual planning services very tailored to you personally, but they really know what they are doing and can answer any question. If you are looking for service, comfort and results, I would call them.
