Buckeye Wealth Management - Westerville, Ohio

Buckeye Wealth Management es una empresa de servicios financieros con sede en Westerville, Ohio. La empresa se encuentra ubicada en 155 Commerce Park Dr, Westerville, OH 43082 y puede ser contactada por teléfono en 48392090 o a través de su sitio web en buckeyewealth.com.

La empresa se especializa en servicios de planificación financiera y ofrece una variedad de servicios para ayudar a sus clientes a alcanzar sus objetivos financieros. Algunas de las especialidades de la empresa incluyen planificación financiera, inversión y asesoramiento en seguros.

En cuanto a la ubicación, Buckeye Wealth Management se encuentra en Westerville, Ohio, lo que la convierte en una opción conveniente para aquellos que buscan servicios financieros en la región. La empresa también es accesible para personas con discapacidad, ya que cuenta con una entrada y estacionamiento accesible.

Los clientes de Buckeye Wealth Management han dejado reseñas positivas sobre la empresa en Google My Business, con una media de opinión de 4/5 estrellas. Esto indica que la empresa ha demostrado ser una opción confiable y efectiva para los clientes.

Características y servicios

• Planificación financiera
• Inversión
• Asesoramiento en seguros
• Finanzas personales
• Finanzas empresariales

Información de contacto

Address: 155 Commerce Park Dr, Westerville, OH 43082

Phone: 48392090

Website: buckeyewealth.com

Puntos de interés

• Accesibilidad para personas con discapacidad
• Estacionamiento accesible
• Ubicación conveniente en Westerville, Ohio

👍 Reviews of Buckeye Wealth Management

Pete C.

5/5

We have known and had a relationship with Buckeye Wealth Management for a longtime. Our relationship’s longevity is based on trust, compassion and their ability to understand who we are and what our goals are. We are comforted by knowing we have Watchdogs like Jeff & DJ guarding our finances and that they have an eye on our goals. We trust Buckeye Wealth with our finances so much that we would recommend them to anyone, including my Mom. Wait, we did recommend them to my Mom and she is a client as well. They are always there for you, to answer any questions or to explain any issue or concerns you may have. Jeff and DJ will even call you from the golf course, that’s how important they make us feel about our relationship. When we talk to them about retirement – They give us peace of mind that we are on track and have the perfect investment mix to get our family to our retirement goals.

Rick B.

5/5

We have been with Buckeye Wealth Management since their beginning. Actually had Jeff as our advisor before he and his partners founded this business. We have always been extremely satisfied with their level and balanced approach to investments.
Their advice is always based on our current life and financial situation and they have always adjusted that advice as those factors have changed over the years. A great firm with sound and honest advisors that listen and care for their clients.

Mary S.

5/5

Having just moved to the area, my daughter introduced me to Jeff Best at Buckeye Wealth Management. Jeff helped me get set up with everything I needed, and it is all fee based, so I'm no longer hidden front end and back end fees like I was with my old advisor. The people at Buckeye Wealth are wonderful. I highly recommend the personal service, transparency, and honesty that's so rare to find in advisors these days!

Gabe G.

1/5

Was supposed to be a family friend, and someone who I trusted...dont be surprised if theyre the only ones making money while you are losing it...in my opinion, get a money market account, unless you wanna be a part of a money scam. And just for the record: we invested with BWM at a time when the economy was doing very well and STILL never saw a single dime of profit, instead we lost THOUSANDS