Bull Moose Retirement Planning Co. - Sylvania, Ohio

Address: 5630 Main St, Sylvania, OH 43560.
Phone: 95174477.
Website: bullmooseretirement.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 7 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Bull Moose Retirement Planning Co.

Bull Moose Retirement Planning Co. 5630 Main St, Sylvania, OH 43560

☎️95174477

⏰ Open Hours of Bull Moose Retirement Planning Co.

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Bull Moose Retirement Planning Co.

Bull Moose Retirement Planning Co. is a reputable financial planning company located at the convenient address of 5630 Main St, Sylvania, OH 43560. With a dedicated phone line at 95174477, and an accessible website at bullmooseretirement.com, this company has made it easy for clients to reach out and learn about their financial planning services.

Their specialties include financial planning, and there are several other points of interest to note:

Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom
Restroom
Appointment required
Appointments recommended

This company has garnered a strong reputation, with an impressive 7 reviews on Google My Business and an average opinion rating of 5/5. Clients praise the personalized attention and customer service provided by the knowledgeable staff.

Characteristics of Bull Moose Retirement Planning Co.:

Specializes in financial planning
Located in Sylvania, OH
Offers wheelchair accessibility
Requires appointments
Highly rated with 5/5 stars

With a focus on individualized strategies and a commitment to customer satisfaction, Bull Moose Retirement Planning Co. has earned its strong reputation in the financial planning industry. Their dedication to helping clients navigate the complexities of retirement planning has made them a trusted choice for many.

👍 Reviews of Bull Moose Retirement Planning Co.

Bull Moose Retirement Planning Co. - Sylvania, Ohio

Scott K.

5/5

My wife and I have worked with Mark Clair since 2015. He helped us setup a family trust. Mark and Ryan have worked with us recently to rollover a corporate 401K into safer investments as we near the age of retirement. Mark and Ryan take the time to meet with you and discuss strategies to best fit your personal goals. We really appreciate the great customer service that the staff provides every time that we have a question or need assistance.

martinschmenk

5/5

Mark Claire and his son Ryan Claire and his staff have been very helpful to me and family in my retirement years. I highly recommend them for all of your retirement needs.They can help you and your family in many other areas as well. (wills living trusts) and other needs. The best part is that Mark and his staff treat us like family. Sincerely Martin schmenk

Lolita H.

5/5

I have never been one to take an interest or to be pro-active regarding my financial situation or future. All things changed when I had the fortune to meet MARK and RYAN CLAIR. They are the "heart" of BULL MOOSE Retirement Planning Company, here in Sylvania. I, now am comfortable and satisfied knowing my finances are secure and working for me. Please consider BULL MOOSE for the success of your financial future with a remarkable company.
PS - Those of you who know me, please feel free to contact me regarding BULL MOOSE.
Sincerely, Lolita Hosbach

JoAnn S.

5/5

Having lost confidence with our previous financial advisor, my husband and I met with Mark and the team at Bull Moose Retirement. What began as an informal "get to know each other" turned into so much more. Until that meeting, we truly didn't know what we were missing. Much more than a financial advisor, Bull Moose does it all when it comes to retirement planning. Their expertise covers the gamut from estate planning, complete with will preparation, to social security and medicare assistance. And yes, their methodical and logical approach to investing has put our minds at ease. We are confident in our decision to trust Bull Moose with our financial future and look forward to many more years with them.

Paul W.

5/5

Very easy to work with Nice people. Mark did our will

Eva F.

5/5

Mark is excellent to work with.

Mary E. C.

5/5