VanWeelden Financial Group - West Chester Township, Ohio

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VanWeelden Financial Group

VanWeelden Financial Group is a highly respected financial services firm located at 8905 Cincinnati Dayton Rd, West Chester Township, OH 45069. They have been providing top-notch financial advice and planning services to their clients for many years. Their phone number is (937) 428-8961 and their website can be found at vanweeldengroup.com.

About VanWeelden Financial Group

• Specialties: Financial advisor, Financial consultant, Financial institution, Financial planner, Income protection insurance agency, Insurance agency, Tax consultant
• Other points of interest: Identifies as women-owned, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating
• Opinions: This company has 42 reviews on Google My Business.
• Average opinion: 5/5

VanWeelden Financial Group is staffed with highly knowledgeable and experienced professionals who truly care about their clients' financial well-being. The company's specialties include financial advising, consulting, planning, income protection insurance, and tax consulting. They pride themselves on providing personalized attention and tailored solutions to each client's unique financial situation.

The office is conveniently located and features wheelchair accessibility, making it easy for clients to visit. VanWeelden Financial Group is also a women-owned business, which adds to its appeal and commitment to serving the community.

Customers rave about the exceptional service they receive at VanWeelden Financial Group. Many clients appreciate the willingness of John and Jim to discuss important financial matters in detail, taking the time to ensure a clear understanding of complex topics. The staff is described as patient, kind, and always willing to answer questions without making clients feel like they are bothering them.

One notable aspect of VanWeelden Financial Group is their commitment to guiding clients through the process of organizing their financial affairs. They provide resourceful binders with comprehensive guidance on managing important documents and preparations for the future.

Why Choose VanWeelden Financial Group

• Expertise and experience in various financial services
• Personalized, tailored solutions for each client's unique needs
• Exceptional customer service and commitment to client satisfaction
• Accessible location with wheelchair accommodations
• Women-owned business with a strong community focus

In summary, VanWeelden Financial Group is a top-tier financial services provider that offers comprehensive solutions and exceptional care to its clients. With a strong focus on personalized service, expertise, and community involvement, they are a reliable choice for anyone seeking financial guidance and planning.

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👍 Reviews of VanWeelden Financial Group

Martha R.

5/5

I so appreciate John and Jim’s willingness to discuss whatever we thought was important. They spent a lot of time making sure we understood how the annuity works. They are very patient and kind and never make us feel like we’re bothering them by asking questions. I absolutely LOVE the binder with all of the guidance on what needs to be done for our affairs to be in order and one place to put them.

Janine H.

5/5

Overall, I would rate The Van Weelden Financial Group as excellent. The service is educational and very high quality. The support staff streamline and help make our visits easy. Our financial circumstances are rather complicated due to a variety of investments. They provide financial information that helps direct our retirement decisions. As a team they are very gracious and informative. I appreciate their expertise and service.

Nancy R.

5/5

We love working with the VanWeelden group! They are very detailed, accurate, and diligent regarding our retirement planning. They are very easy to communicate with, and effective at understanding our lifestyle dynamics related to our long range financial planning. In addition, they are very nice people and care about us personally.

Daryl G.

5/5

We have been with the VanWeelden team for over 15 years. They have been honest, thorough, reliable and our friends. They give sound advice and we always know where we stand financially.

Judy W.

5/5

We do not want to take the time or do we have the desire to research all the investment opportunities available. We trust the VanWeelden Group to do that and are very satisfied the results in terms of safety and earnings that fit our needs.

Ron M.

5/5

We have learned so much. John is a great teacher (get his new book!) and they give us as much time and information that we need to make informed decisions which helps us feel very confident in our plan. It's a very friendly environment and we feel very valued as clients.

Leisa J.

5/5

John, Jim and Diane do a great job incorporating all of the elements of a financial plan: growth, goals, risk tolerance and safety into their plan based on our desired goals. Thanks Team VanWeelden!

David H.

5/5

What I really appreciate about John and the Vanweelden team is they take the time to know and understand who we are individually so they can customize a plan for our future that fits our personal needs.