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Wholehan Wealth Advisors, CFP
Wholehan Wealth Advisors, CFP : Des conseils financiers de confiance, axés sur la famille.
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Wholehan Wealth Advisors, CFP : Des conseils financiers de confiance, axés sur la famille.
Wholehan Wealth Advisors, CFP est un cabinet de finances et de conseil basé à Toledo, Ohio. Les clients le décrivent comme honnête, compétent, professionnel et digne de confiance. Il s'agit d'une entreprise familiale, détenue et dirigée par une famille, qui met l'accent sur une touche personnelle et des relations à long terme, avec des conseils clairs en matière de planification de la retraite. Les services comprennent la gestion des 401(k) et une planification complète de la retraite, ce qui lui vaut une réputation de conseils financiers solides et d'un accompagnement attentif.
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Stratégies complètes avant et après la retraite, y compris la définition d'objectifs et la gestion des revenus.
Gestion experte des comptes de retraite pour optimiser la croissance et la sécurité sur le long terme.
Orientations financières personnalisées pour la construction d'un patrimoine à long terme et la protection des actifs.
Éducation financière axée sur le client concernant les options d'investissement et la planification financière, afin de faciliter des décisions éclairées.
Des plans sur mesure pour les familles, couvrant les besoins intergénérationnels et la planification successorale.
Note globale
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!
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