Wyoming Wealth Management - Wyoming, Ohio

Address: 504 Wyoming Ave Second Floor, Wyoming, OH 45215.
Phone: 33347334.
Website: wyomingwm.com
Specialties: Financial institution, Financial consultant, Financial planner, Investment company.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, On-site parking.
Opinions: This company has 17 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Wyoming Wealth Management

Wyoming Wealth Management 504 Wyoming Ave Second Floor, Wyoming, OH 45215

⏰ Open Hours of Wyoming Wealth Management

  • 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

Wyoming Wealth Management

Wyoming Wealth Management, located at 504 Wyoming Ave Second Floor, Wyoming, OH 45215, is a prominent financial institution offering a range of services including financial consulting and planning, and investment advice. The company can be reached by phone at 33347334 or via their website at wyomingwm.com. Specializing in financial planning, investment advice, and providing a full array of financial services, Wyoming Wealth Management has established a solid reputation in the financial industry.

The company is proud to offer wheelchair accessible entrance and parking lot, as well as on-site parking, ensuring convenience and accessibility for all clients. With a strong focus on personalized service, Wyoming Wealth Management goes above and beyond to understand each client's unique financial situation, crafting tailored strategies to help them achieve their financial goals.

With an impressive 5-star rating based on 17 reviews on Google My Business, Wyoming Wealth Management has earned a stellar reputation among its clients. Reviewers often praise the company's exceptional customer service, expertise, and the personalized attention they receive. Jeroen, a standout financial advisor, is consistently commended for his proactive approach, deep understanding of his clients' needs, and exceptional communication skills. Clients appreciate his ability to explain complex financial concepts in an understandable manner, making him a valuable partner in their financial journey.

Specialties

  • Financial institution
  • Financial consultant
  • Financial planner
  • Investment company

👍 Reviews of Wyoming Wealth Management

Wyoming Wealth Management - Wyoming, Ohio
Marty B.
5/5

Finding a financial advisor is a difficult task. Jeroen came with high acclaim that was rightfully earned before knowing us and since as well. He's been amazing to ask a question, to seek advice and we rest easy knowing that he's protecting our assets like his own. Equally important, my wife and I both feel comfortable talking with Jeroen about our individual businesses or our personal lives. He has a very unique perspective as a financial advisor AND entrepreneur. It's been a pleasure and glad he's part of our team (for years to come). Thanks for all that you do.

Wyoming Wealth Management - Wyoming, Ohio
Ryan W.
5/5

Jeroen at Wyoming Wealth Management is the first financial advisor I have used and has taken the time to understand my needs and explain his investment strategy to meet them. There is no hard selling and never felt pressured at all. You are in good hands with the experience and professionalism at Wyoming Wealth Management.

Wyoming Wealth Management - Wyoming, Ohio
jeff B.
5/5

It's been a pleasure to work with Jeroen at Wyoming Wealth Management. His value goes far beyond a traditional financial advisor and has been a trusted source for helping me set up my new business.

Wyoming Wealth Management - Wyoming, Ohio
craig H.
5/5

I refer all of the people I care about to Wyoming Wealth Management!
Jeroen always takes time to understand all the factors at play and helps me look at the big picture. He has a very comprehensive approach to financial planning. Jeroen has been managing my investments for several years and I’m very pleased with his performance. He’s also been a great resource for other financial matters, home refi, retirement savings as well as picking the correct investments for my 401K through my employer. He’s never pushy and always has a strong rational behind the suggestions he brings to the table. I highly recommend Jeroen and Wyoming Wealth Management.

Wyoming Wealth Management - Wyoming, Ohio
Angela O.
5/5

Highly Recommend!! Jeroen is trustworthy, knowledgeable and cares about partnering with his clients to establish and sustain being financially healthy.

Wyoming Wealth Management - Wyoming, Ohio
Pat G.
5/5

When I was getting ready to retire, Jeroen met with me and reviewed my finances from top to bottom. He talked to me about what I wanted to do during my retirement and he put together a plan that was tailored to me. Jeroen helped me rollover my 401k, transfer my IRA, and he gave me advice about how much, how often, and from which account I should withdraw money. He invested in a way that made me comfortable. (I’m not a risk taker.) I know that Jeroen is looking out for me and that has been a big comfort to me as I move into this next stage of life.

Wyoming Wealth Management - Wyoming, Ohio
M G.
5/5

Jeroen van Leersum has been helping me and my family with every aspect of our financial lives for many years. When my daughter was born and I wanted to start planning for her college education, Jeroen explained the benefits and differences of 529 Plans and Education IRAs and helped pick the best option for us.

When I changed jobs, Jeroen reviewed the retirement plan options available and helped me pick investments that were suitable and low cost.

When we decided to buy a new home, we went to Jeroen for advice on whether to pay cash or take out a mortgage. (I was surprised by the answer and by how much of a difference it made!)

I usually do my taxes by myself but when I had a year that was going to be pretty complicated, Jeroen didn’t just recommend a CPA, he also offered to go to see him with me.

Jeroen is there for me no matter what I need and I really appreciate that. I highly recommend Wyoming Wealth Management to my family and friends because I know they will be well looked after.

Wyoming Wealth Management - Wyoming, Ohio
Steph H.
5/5

Jeroen is extremely professional and knowledgeable about all aspects of finance and future planning. He will take the time to get to know your goals and is always available for honest and comprehensive advise. I highly recommend his services and greatly appreciate all he has done for me!

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