Austin Wealth Solutions - Millersburg, Ohio

Address: 5248 OH-39, Millersburg, OH 44654, United States.
Phone: 3308458041.
Website: austinwealthsolutions.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointments recommended.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Austin Wealth Solutions

Austin Wealth Solutions 5248 OH-39, Millersburg, OH 44654, United States

⏰ Open Hours of Austin Wealth Solutions

  • Monday: 8:30 a.m.–5 p.m.
  • Tuesday: 8:30 a.m.–5 p.m.
  • Wednesday: 8:30 a.m.–5 p.m.
  • Thursday: 8:30 a.m.–5 p.m.
  • Friday: 8:30 a.m.–5 p.m.
  • Saturday: Closed
  • Sunday: Closed

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Austin Wealth Solutions: A Comprehensive Overview

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Austin Wealth Solutions stands as a distinguished financial planning firm dedicated to providing tailored and sophisticated financial guidance to individuals and families. Located at 5248 OH-39, Millersburg, OH 44654, United States, the firm operates with a commitment to understanding each client’s unique circumstances and aspirations. With a readily accessible phone line at 3308458041 and a comprehensive online presence at austinwealthsolutions.com, Austin Wealth Solutions strives to be a convenient and reliable partner in achieving long-term financial security. The business has garnered significant attention due to its personalized approach and ability to simplify complex financial matters.

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Location and Accessibility

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The firm’s physical address at 5248 OH-39, Millersburg, OH 44654, ensures local accessibility for clients. Furthermore, Austin Wealth Solutions prioritizes inclusivity and accessibility, boasting a wheelchair-accessible entrance, a dedicated wheelchair-accessible parking lot, and a fully wheelchair-accessible washroom. These features demonstrate a genuine commitment to accommodating individuals with mobility challenges. The firm also maintains a regular schedule and recommends appointments to ensure clients receive focused attention and dedicated service. A washroom is readily available for client convenience.

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Services and Specializations

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At its core, Austin Wealth Solutions specializes in providing comprehensive financial planning services. This encompasses a wide range of offerings, including retirement planning, investment management, estate planning, tax optimization strategies, and education funding. The firm’s experienced advisors work collaboratively with clients to develop customized strategies aligned with their individual goals and risk tolerance. They emphasize a holistic approach, considering all aspects of a client’s financial landscape to create a robust and adaptable plan. A key characteristic of their service is the ability to explain intricate financial concepts in a clear and understandable manner, reducing the feeling of overwhelm often associated with financial planning. The firm's dedication to consistent returns and investments tailored to individual needs is a testament to their expertise.

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Client Feedback and Reputation

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Austin Wealth Solutions has consistently received positive feedback from its clientele. Currently, the company maintains 9 reviews on Google My Business, each reflecting an average rating of 5 out of 5 stars. This exceptional rating indicates a high level of client satisfaction and reinforces the firm’s commitment to delivering superior service. Many clients highlight the firm’s ability to translate complex financial jargon into actionable strategies, making the process less daunting. Recurring themes in the reviews emphasize the firm’s personalized approach and the significant role it has played in simplifying the often-complicated world of investment and wealth management. Clients appreciate the consistent returns and investments that align with their individual financial needs and aspirations. The business successfully combines large-company expertise with a highly individualized service.

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Key Features and Benefits

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  • Personalized Financial Plans: Tailored strategies designed to meet specific client goals.
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  • Investment Management: Expert guidance in selecting and managing investments.
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  • Retirement Planning: Strategies to ensure a secure and comfortable retirement.
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  • Estate Planning: Planning for the efficient transfer of assets.
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  • Tax Optimization: Strategies to minimize tax liabilities.
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  • Education Funding: Planning for the costs of higher education.
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Austin Wealth Solutions distinguishes itself through its dedication to building long-term relationships based on trust and transparency. The firm believes in open communication and regularly updates clients on their financial plan’s progress. They are committed to acting as a trusted advisor, guiding clients through life’s financial milestones with confidence and clarity. The firm’s commitment to accessibility ensures that all clients can comfortably engage with their financial planning process. The firm’s location is ideal for clients in the Millersburg, Ohio area and surrounding communities.

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"summary": "Austin Wealth Solutions is a reputable financial planning firm offering personalized strategies and investment management, consistently receiving high client ratings for its expertise and accessibility.",
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👍 Reviews of Austin Wealth Solutions

Austin Wealth Solutions - Millersburg, Ohio
Glenna
5/5

I've been working with Austin Wealth Solutions for almost a year and would recommend them to anyone looking for large-company expertise with a very personalized approach. Austin Wealth Solutions has simplified what is often a complicated financial investment process while ensuring consistent returns and investments that fit your individual needs.

Austin Wealth Solutions - Millersburg, Ohio
Jason B.
5/5

Cody and his team are a pleasure to work with. Me and my wife trust in their vision and guidance. We need help keeping our financial goes in front of us, and Austin Wealth Solutions offers the right kind of service to meet our needs. We have used other financial coaches/advisors in the past, but AWS has made the biggest impact in our daily financial mission/vision. We highly recommend this service for anyone who is looking to take the next step with their finances.

Austin Wealth Solutions - Millersburg, Ohio
shawn
5/5

I recently retired and didn’t know where to begin in investing my retirement funds for optimal return but still be cautious. Austin Wealth Solutions took time to answer all our questions and explore options in an easy to understand format. Austin Wealth Solutions provided excellent advice based on our own individualized goal plan . The personal financial expertise Cody provides gives us confidence that our retirement funds are managed for the greatest
and safest return on our investment. Cody continues to regularly follow up to make sure we are still on the best plan for our lives. Thanks Cody!!!

Austin Wealth Solutions - Millersburg, Ohio
Brian P.
5/5

It’s great having a local fiduciary who has our best interest at heart. Very impressed with the choice of custodian, Altruist. They provide a very simple to use app to check balances and transactions.
My wife and I highly recommend Austin Wealth Solutions!

Austin Wealth Solutions - Millersburg, Ohio
Felicia M.
5/5

Cody Austin is top notch! He works extremely hard to make sure you are taken care of, and details are fully explained. I would highly recommend his services for your retirement planning needs as well as investing and financial coaching. He has helped me over the years on the financial coaching end. My husband and I have made big improvements along with hitting goals to change our family tree. Defiantly life changing!! Big shout out to Cody and all the work he does.

Austin Wealth Solutions - Millersburg, Ohio
Betty R.
5/5

Cody was very helpful in getting our accounts set up and answering questions we had. Quick responses and great communication. Highly recommend!

Austin Wealth Solutions - Millersburg, Ohio
Joseph R.
5/5

Great communication and laying out our options for transitioning our IRA. Great experience overall!

Austin Wealth Solutions - Millersburg, Ohio
Alpine H. C. P. &. R.
5/5

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