Wurz Financial Services | Cincinnati Financial Planner

Name: Wurz Financial Services | Cincinnati Financial Planner
Address: 201 East 5th Street, Cincinnati, OH, 45202, US
Telephone: (859) 291-9879
Price range: $$$
Rating: 5

Clear, confident financial planning in Cincinnati — thorough, transparent guidance.

5(5 reviews)

financial-advising

$$$

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About

Wurz Financial Services | Cincinnati Financial Planner offers expert finance consulting in Cincinnati. Led by Darren Wurz, the firm helps consolidate accounts, manage retirement benefits, and build confidence in investments. Clients praise clear communication, deep knowledge, transparency, and a patient, thorough approach. Located at 201 E 5th St Suite 1900, Cincinnati, OH 45202, USA.

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Location

201 E 5th St Suite 1900, Cincinnati, OH 45202, USA

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Information

201 East 5th Street

Cincinnati, OH, 45202

(859) 291-9879 www.wurzfinancialservices.com/

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Services

Investment Management

Professional management of financial portfolios to optimize growth and align with client goals.

Retirement Planning

Comprehensive strategies to secure and manage retirement benefits for long-term financial stability.

Estate Planning and Organization

Assistance in consolidating accounts and organizing estates to ensure clarity and ease for survivors.

Business Financial Consulting

Expert advice for law firms and other professionals on growing and managing business finances effectively.

Financial Transition Support

Guidance for individuals transitioning careers or managing finances after major life changes.

5.00 · 5 reviews

Overall rating

Faraz Rizvi

via Google

· 1 year ago

Darren’s financial services are excellent. His communication, knowledge, and interpersonal skills have built confidence in me for letting his firm manage my family’s financial investments.

Edward Dabdoub

via Google

· 1 year ago

Darren and his team are extremely knowledgeable financial advisors. What’s different about them is that they are also very knowledgeable about growing and running law firms. They are thorough, organized, and follow through on objectives. True professionals.

Travis Keyes

via Google

· 4 years ago

Transitioning from the military back to a civilian I knew that it would be in my best interest to find a financial planner. For my first time working with one this has been an excellent experience. I was recommended Darren Wurz and he has been the most helpful person i could have asked for. Darren has been able to provide his time, patience, and knowledge to assist me in this venture of investments. I am truly thankful and would recommend everyone to contact Wurz Financial Services.

Shelley Tretter Sutton

via Google

· 4 years ago

Darren was referred to me by my family attorney after the sudden loss of my husband. I did not have a good relationship with the financial advisor my husband used, and needed a person who was receptive to my concerns. Darren helped to consolidate multiple accounts, and is working with me actively to manage my retirement benefits. We have only worked together a short time, but I do feel comfortable with him, and I feel that he is transparent regarding his methods on my behalf, at a time when I require confidence in those helping me!

John D

via Google

· 7 years ago

I had never worked with a financial planner before and asked a colleague at work for a recommendation. He recommended Darren Wurz. I had lots of different retirement funds, which Darren has been very helpful in consolidating. He is bright, attentive, helpful, and patient, answering all of my questions. If something would happen to me tomorrow, my estate is in order. My survivors would have had to have gone on a scavenger hunt before I met Darren. However, I do hope to work with him for many years in the future.

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