FinVision Insights

Wholehan Wealth Advisors, CFP - Toledo, Ohio

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 2720 Centennial Rd #100, Toledo, OH 43617.
Phone: 95177575.
Website: wholehanwealth.com
Specialties: Financial planner.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, LGBTQ+ friendly, Appointments recommended.
Opinions: This company has 22 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wholehan Wealth Advisors, CFP

Wholehan Wealth Advisors, CFP 2720 Centennial Rd #100, Toledo, OH 43617
☎️95177575

⏰ Open Hours of Wholehan Wealth Advisors, CFP

  • Monday: 8:30 AM–5 PM
  • Tuesday: 8:30 AM–5 PM
  • Wednesday: 8:30 AM–5 PM
  • Thursday: 8:30 AM–5 PM
  • Friday: 8:30 AM–4 PM
  • Saturday: Closed
  • Sunday: Closed

Wholehan Wealth Advisors, CFP: Un equipo de asesoramiento financiero de confianza

Con sede en Toledo, OH, Wholehan Wealth Advisors, CFP es una empresa de asesoramiento financiero que ha ganado la confianza de sus clientes a través de su compromiso con la excelencia y la atención personalizada.

Ubicación y Contacto

Dirigidos a: 2720 Centennial Rd #100, Toledo, OH 43617.

Teléfono: 95177575.

Website: wholehanwealth.com.

Especialidades y Servicios

Wholehan Wealth Advisors, CFP se especializa en asesoramiento financiero, ofreciendo servicios como planificación financiera, inversión, seguros y planificación de jubilación.

El equipo de asesores está comprometido con brindar soluciones personalizadas a cada uno de sus clientes, para ayudarlos a alcanzar sus objetivos financieros.

Características y Ventajas

Algunas de las características que destacan Wholehan Wealth Advisors, CFP son:

  • Identificado como empresa veteranos.
  • Apuntos en línea.
  • Servicios en sitio.
  • Acceso a la entrada y el aparcamiento para sillas de ruedas.
  • Acceso a la restroom y la silla para sillas de ruedas.
  • Asientos para sillas de ruedas.

Opiniones y Calificación

Esta empresa ha recibido 22 comentarios en Google My Business.

La media de los comentarios es de 5/5.

Los clientes han destacado la capacidad del equipo para gestionar sus finanzas y aumentar significativamente sus ahorros en 7 años.

Además, se ha mencionado que se siente como familia trabajar con ellos, destacando su honestidad, conocimiento, profesionalismo y confiabilidad.

En resumen, Wholehan Wealth Advisors, CFP es una empresa de asesoramiento financiero de confianza que ofrece servicios personalizados y comprometida con la excelencia.

👍 Reviews of Wholehan Wealth Advisors, CFP

Wholehan Wealth Advisors, CFP - Toledo, Ohio
Megan S.
5/5

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.

Wholehan Wealth Advisors, CFP - Toledo, Ohio
Becky S.
5/5

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!

Wholehan Wealth Advisors, CFP - Toledo, Ohio
Richard C.
5/5

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.

Wholehan Wealth Advisors, CFP - Toledo, Ohio
Kathy N.
5/5

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.

Wholehan Wealth Advisors, CFP - Toledo, Ohio
Josh S.
5/5

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!

Wholehan Wealth Advisors, CFP - Toledo, Ohio
Ted &. J. M.
5/5

Mike and Ben have handled my parents investments for years and now they are managing mine. They are very dependable, responsive to my requests, and provide me with personable and professional advice. It has been my pleasure to work with them and I look forward to many more years together.

Wholehan Wealth Advisors, CFP - Toledo, Ohio
marty Z.
5/5

Have recently started using Wholehan advisors for our investment needs. We really appreciate the time and care they provide explaining our options and, in a way, WE can understand! It is a family run business which we appreciate.

Wholehan Wealth Advisors, CFP - Toledo, Ohio
Sherlon B.
5/5

Michael, Ben and others have been cordial, professional, caring and prompt in the provision of services. They are always available to answer questions and to help with concerns. I feel comfortable and "special" as a client working with them.

I am particularly appreciative of Michael as he showed his concern for me as his client by coming to my mother's funeral.

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