WW
Wholehan Wealth Advisors, CFP
Wholehan Wealth Advisors, CFP: orientación financiera confiable con un enfoque centrado en la familia.
5
Business
$$$
Wholehan Wealth Advisors, CFP: orientación financiera confiable con un enfoque centrado en la familia.
Wholehan Wealth Advisors, CFP es una firma de finanzas y consultoría con sede en Toledo, Ohio. Los clientes la describen como honesta, conocedora, profesional y confiable. Es un negocio familiar, de propiedad y gestión familiar, que pone énfasis en un trato personal y en relaciones a largo plazo, con una orientación clara para la planificación de la jubilación. Los servicios incluyen la gestión de 401(k) y la planificación de jubilación integral, ganando una reputación por una orientación financiera sólida y un trato atento.
No hay fotos disponibles
Estrategias integrales para la jubilación, tanto antes como después, incluyendo el establecimiento de metas y la gestión de ingresos.
Gestión experta de cuentas de jubilación para optimizar el crecimiento y la seguridad a lo largo del tiempo.
Asesoramiento financiero personalizado para la construcción de riqueza a largo plazo y la protección de activos.
Educación financiera centrada en el cliente sobre opciones de inversión y planificación financiera para tomar decisiones informadas.
Planes a medida para las familias, que cubren necesidades multigeneracionales y la planificación del legado.
Calificación general
Kathy Neidhardt
Mike Wholehan has been my financial advisor over 30 years; from pre-parenthood through pre and post retirement planning. His focus has always been on educating on various options to meet my goals. Enjoying working with the next generation of his family as well.
Megan Smith
Wholehan Wealth Advisors have been managing our 401K and have more than doubled it in 7 years. When you work with them, it feels like family. They are honest, knowledgeable, professional and most importantly trustworthy. I have recommended them to several close friends and family and I whole heartedly recommend them to anyone who wishes to have their finances in order.
Josh Sandwisch
Wholehan Wealth Advisors has always gone above and beyond in providing their services. You can always trust that they have your best interest in mind, and you truly feel like you are a part of their family when interacting with them. If you are looking for financial guidance from someone with knowledge and compassion, then Wholehan Wealth Advisors is the place for you!
Richard Cherry
I have been a client of Wholehan Wealth Advisors for about 10 years. A family owned and run business, they have been professional, knowledgeable and attentive to my needs. I have recommended their services to both family and friends. Great people to work with. Highly recommended.
Becky Sillery
My husband Jim and I have been working with Wholehan Advisors for over 17 years and they are excellent! Extremely caring, ethical, and knowledgeable. We were in our early 50's when Wholehan Advisors helped us develop a full spectrum retirement plan. We are now comfortably retired in our late 60's and the prudent advice we received from Wholehan Advisors was key to achieving our goals. If you are looking for rock solid financial guidance, look no further than Wholehan Wealth Advisors. You will be glad you did!
Reclama Wholehan Wealth Advisors, CFP para actualizar la información, responder reseñas y acceder a las estadísticas.
