Alluvial Private Wealth (Marion) - Marion, Ohio

Alluvial Private Wealth (Marion) - A Trusted Financial Planning Firm

Located at 107 N Main St #202, Marion, OH 43302, Alluvial Private Wealth (Marion) is a distinguished financial planning firm that has been making a significant impact in the lives of its clients. The firm, under the experienced leadership of Lisa Bush, VP, Wealth Advisor, specializes in providing expert financial advice to women who are seeking to take charge of their financial futures.

The company's dedication to understanding its clients' unique needs and partnering with them throughout their financial journey sets it apart from its competitors. With a strong emphasis on trust and open communication, Alluvial Private Wealth (Marion) has earned a stellar reputation in the industry.

Address: 107 N Main St #202, Marion, OH 43302

Phone: 402448815

Website: alluvialprivatewealth.com

Specialties: Financial planner

Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended

Reviews: This company has 22 reviews on Google My Business with an average rating of 5/5.

Studies have shown that women looking for a financial advisor are seeking an expert in their field who also understands them and can be trusted as a partner in their financial journey. Lisa Bush, the VP, Wealth Advisor at Alluvial Private Wealth, embodies these qualities. Her approach is described as open, honest, and consistent, earning her high praise and recommendations.

Alluvial Private Wealth (Marion) is not just a financial planning firm; it's a trusted partner that guides its clients towards securing their financial future. The firm's commitment to personalized service and understanding its clients' unique needs is evident in its reviews, with clients praising Lisa Bush's expertise and approachability.

👍 Reviews of Alluvial Private Wealth (Marion)

Amber W.

5/5

Studies show that women who are looking to take charge of their financial futures are looking for an advisor who is an expert in their field, obviously.
Even more so, an advisor who understands them. Someone they can trust and partner with along the journey. For me, that person is Lisa Bush, VP, Wealth Advisor, at Alluvial Private Wealth.
Lisa is my personal advisor, as well as an advisor to several different non-profit organizations that I am a part of. She is open, honest, and consistent in her approach 👏 I highly recommend you set up a "right fit" call with her today!

Carlos L.

4/5

I appreciate Alluvial for their personal touch to doing business and client engagement. The advisors take their time to educate myself and my family on investing options as well as answer questions for positioning our portfolio. My parents have worked with the wealth management of Alluvial for years. Although they have only been managing our portfolio for a short amount of time, I have grown to understand why my parents have trusted Alluvial and their investing strategies.

Jordynn I.

5/5

I couldn’t be happier with my decision to invest with Lars and Lisa at Alluvial. They have made me feel so included and important and never pressure me to do anything. Coming from someone who doesn’t know a lot about investing, Lars and Lisa both provided me with so much education and always make sure I understand what they were telling me. I’ve had nothing but great experiences with this company and will continue to stay with them. Definitely recommend!

Michael A.

5/5

Alluvial Private Wealth is a great group of people who are experts at managing my investments. They are passionate about growing my capital and nourishing it to help meet my personal goals. They are also fantastic members of the community and enrich the region with their volunteering and philanthropic efforts as well.

David M.

5/5

Lars is such an outstanding, creative, financial mind. His wealth management style would be well-suited for all clients. I am also a high school economics teacher and Lars has come in several times to talk to my classes about preparing financially after high school or college in order to be successful. My students were fascinated with all of the tools and knowledge that he brought to the classroom. Highly recommended.

Fran S.

5/5

From administrators to advisors, the team at Alluvial Private Wealth are all professional, attentive, and goal-oriented. I’ve had nothing but great experiences working with them. Highly recommend!

Tammy E.

5/5

Alluvial was a wealth of information. Not only did they make me feel confident in my financial planning decisions, they helped educate me along the way. I felt like the advise they gave me would have been the same advise the would have given a family member.

Rahil K.

5/5

Alluvial has made my experience so easy. Needed someone to help me guide with my investments and finances and reach my personal goal. Staff was amazing. Special shoutout to Manoj Sharma. He's been great and very helpful.