Phillips Wealth Management - Columbus, Ohio

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Phillips Wealth Management Overview

Phillips Wealth Management, located at 4449 Easton Way, Columbus, OH 43219, offers expert financial planning services to clients seeking to secure their financial futures. With a contact number 855-315-3648 and a professional online presence through phillipswealthllc.com, this firm stands out for its commitment to personalized financial advice and strategic planning. Despite having no reviews on Google My Business, which could indicate a lack of online visibility, Phillips Wealth Management has made efforts to ensure accessibility for all potential clients. The office features a wheelchair accessible entrance, parking lot, and restroom, demonstrating a strong commitment to inclusivity. For those considering engaging with this wealth management firm, it is recommended to schedule appointments to ensure personalized attention. The average opinion on their online presence is currently 0/5, suggesting there might be areas for improvement in client satisfaction. However, the firm's physical accessibility and accessibility features are commendable.

Location & Accessibility

Situated in Columbus, OH, Phillips Wealth Management is conveniently located for clients in the central Ohio area. The address 4449 Easton Way, Columbus, OH 43219 provides a clear location for potential clients to plan their visit. The office is equipped with essential accessibility features that cater to individuals with mobility needs, including a wheelchair accessible entrance, a wheelchair accessible parking lot, and an accessible restroom. This attention to detail shows that the firm values diversity and inclusivity, making it easier for everyone to receive the financial advice they need.

Services & Specialties

Phillips Wealth Management prides itself on offering specialized services primarily through their financial planner role. This specialized position suggests that the firm focuses on providing individualized financial strategies tailored to each client's unique situation. While the specifics of their services are not detailed in their online presence, the emphasis on financial planning indicates a comprehensive approach to wealth management. Clients can expect professional guidance on investment options, retirement planning, tax strategies, and more, all aimed at helping them achieve their financial goals.

Contact Information & Appointments

For those interested in consulting with Phillips Wealth Management, potential clients can reach out using the provided phone number: 855-315-3648. For those who prefer digital communication or wish to explore their services further, the firm's website phillipswealthllc.com is available. However, it's noteworthy that the company has not received any reviews on Google My Business, which might suggest a lack of online engagement or perhaps challenges in attracting feedback. Despite this, the firm encourages setting appointments to ensure a personalized service experience, highlighting their commitment to client-centric approach.

Online Presence & Reviews

The current absence of reviews on Google My Business for Phillips Wealth Management presents a gap in building their online reputation. An average opinion score of 0/5 is particularly concerning, indicating that potential clients may have had unsatisfactory experiences. This low score could stem from various issues, including communication, service quality, or even accessibility problems, which might not be immediately apparent without direct client feedback. It's crucial for any business, especially in sensitive fields like finance, to address such reviews constructively to improve service delivery and client satisfaction.

Recommendations

For anyone considering working with Phillips Wealth Management, it's advisable to take several proactive steps. First, given the lack of online reviews, reaching out directly to inquire about their services, approach, and accessibility features can provide valuable insights. Second, while the firm's location and accessibility are commendable, prospective clients should confirm how these services translate into their interaction. Finally, scheduling an appointment is essential to gauge the firm's responsiveness and the quality of personalized advice they offer. Despite the current low online rating, the physical attributes of the office and the firm's accessibility features add significant value for clients who prioritize these aspects.

Conclusion

Phillips Wealth Management presents itself as a potentially valuable resource for individuals seeking personalized financial planning services, especially in terms of physical accessibility. While the firm's online presence and client reviews are limited, the emphasis on accessibility and personalized financial advice is commendable. For those in the Columbus area with specific wealth management needs, understanding the firm's offerings and taking steps to engage directly with them could be beneficial. However, it's crucial to approach any financial advice with critical evaluation, especially given the lack of public feedback.

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"summary": "Phillips Wealth Management offers wheelchair accessible services and financial planning in Columbus, OH, though it lacks online reviews.",
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