Services Offered
Retirement Planning
Comprehensive strategies for 401(k), IRAs, and other retirement accounts to secure your future.
Investment Management
Personalized investment portfolios designed to diversify and grow your wealth effectively.
Wealth Management
Holistic financial planning services tailored to your long-term goals and family needs.
Financial Education
Clear explanations and guidance to help you understand complex financial concepts and options.
Personalized Advisory
One-on-one consultations with dedicated advisors who know your family and financial aspirations.
Reviews
5(5 reviews)
Rating Distribution
5
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L
Leo Derdelakos
via Google
4 months ago
Ross Leonard at WSFG was knowledgeable, professional, and took the time to clearly explain our retirement strategy. Ross did a terrific job explain complex investment issues in an easy to understand way. I highly recommend him for anyone seeking thoughtful financial guidance.
S
Storm Strong Armsvia Google
4 months ago
I met with Ross Leonard at WSFG, and he was extremely helpful in explaining 401(k) plan options. He took the time to answer all my questions and made everything easy to understand. Very knowledgeable and professional — I’d definitely recommend Ross if you’re looking for guidance on retirement planning.
M
Mike Alivia Google
about 4 years ago
We highly recommend this 5 star ⭐️ firm. Our advisor was extremely professional and knowledgeable, he took the time to educate us and answer all our questions . We also had the opportunity to meet the CEO , Mike Amine and we were truly impressed with his passion and financial services experience. We now understand why his firm has a successful track record.
J
Joe Rozavia Google
about 5 years ago
My guy Paul Carnahan is amazing. Not only a great guy but also hard working and professional. He actually looks out for my money, to the tune of doubling it in under a year. He’s always a phone call away and we even send financial articles to each other. I’m serious people, can’t make this up....the guy will treat your account like his own. Highly recommended.
P
Pete Shermanvia Google
almost 7 years ago
Wealth Strategies Financial Group has provided me not only financial security, but they have armed me with knowledge! The team there has go above and beyond my expectations. I had always been a go with the flow investor and just invested my 401k into whatever funds my employer defaulted to. Since meeting with the team at WSFG and diversifying, I have seen exponential growth that has out paced the market average! I not only saw growth in wealth and knowledge, but understanding as well. I actually understand where my money is and why it is there. My advisor meets with us as often as I need and knows my family. He understands our plans for the future and works hard to help us meet our goals. I would highly recommend WSFG to friends and family!
