Russell Sweeney Wealth Management

Name: Russell Sweeney Wealth Management
Address: 1177 West 3rd Avenue, Columbus, OH, 43212, US
Telephone: (614) 858-8221
Price range: $$$
Rating: 5

Russell Sweeney Wealth Management: Guiding Columbus financial futures with clarity, care, and expert portfolio guidance.

5(15 reviews)

financial-advising

$$$

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About

Russell Sweeney Wealth Management provides financial planning and portfolio management in Columbus, Ohio. The team is praised for knowledgeable guidance, proactive communication, and retirement planning support, helping clients set goals and map strategies. Clients value responsive service, clear updates, and a trusted partner for long-term financial growth.

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Location

1177 W 3rd Ave, Columbus, OH 43212, USA

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Information

1177 West 3rd Avenue

Columbus, OH, 43212

(614) 858-8221 www.russellsweeney.com/

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Services

Investment Portfolio Management

Personalized management of investment portfolios to optimize growth and align with your financial objectives.

Retirement Planning

Comprehensive strategies for retirement savings, income planning, and long-term financial security.

Financial Goal Strategy

Customized roadmaps to help you achieve short-term and long-term personal financial goals.

Wealth Management Consulting

Expert advice on asset allocation, risk management, and overall wealth preservation.

Client Education and Updates

Regular reviews and communication to keep you informed and confident in your financial decisions.

5.00 · 15 reviews

Overall rating

Kristina Lockhart

via Google

· 2 years ago

EJ Coleman

via Google

· 5 years ago

Brian and his team have been managing my portfolio for about 6 years now and the level of service and attention to my needs/financial goals have always been met or exceeded expectations. Brian does a great job of understanding financial goals and helping you come up with a strategy/roadmap to achieve them. Brian and his team have helped me reach some short term personal financial goals of mine, while also helping me set up my long term planning/retirement. I am looking forward to continuing to work with Brian for many years to come.

Ann Snider

via Google

· 5 years ago

We love Brian!

Kevion Latham

via Google

· 5 years ago

They were beyond helpful with my financial planning questions and detailed with their responses.

Elias Pappan

via Google

· 5 years ago

Great company to worth with. Reliable, dependable, and professional. Highly recommend!

Bari Task

via Google

· 5 years ago

I had A wonderful experience, my phone calls and emails have extremely quick responses , and they answered all my questions that I had. Brian is wonderful to work with and highly recommend this company to anyone!

Harper & Company CPA Plus in Columbus offers accounting and financial consulting services from 1396 King Ave. Client reviews praise Glen and the team for knowledge, responsiveness, and going above and beyond—from tax year reviews and extensions to practical business guidance. With long-standing client relationships and clear, affordable service, the firm helps businesses grow and stay on track.

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