Harrison Wealth Management Group, Ltd.-Raymond James - Dayton, Ohio

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Harrison Wealth Management Group, Ltd.-Raymond James: A Comprehensive Overview

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For individuals and families seeking comprehensive and personalized financial guidance, Harrison Wealth Management Group, Ltd.-Raymond James presents a compelling option. Located at 1700 Lyons Rd Suite D, Dayton, OH 45458, and easily accessible via the phone number 9378660197, this firm offers a dedicated approach to wealth management, supported by the resources of the renowned Raymond James organization. Their website, raymondjames.com, serves as a valuable portal for exploring their services and expertise. Financial planning constitutes the core of their operations, catering to diverse financial goals and life stages.

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Specialties and Services

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Harrison Wealth Management Group specializes in a wide array of financial services designed to help clients achieve their long-term objectives. These services extend beyond simple investment management and encompass a holistic view of a client’s financial well-being. They focus on building relationships based on trust and transparency, recognizing that each client’s situation is unique. Key areas of expertise include:

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• Investment Management: They construct and manage investment portfolios tailored to individual risk tolerances and financial aspirations.

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• Retirement Planning: Strategic planning for a comfortable and secure retirement is a cornerstone of their service, addressing topics such as Social Security optimization and retirement income strategies.

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• Estate Planning: Guidance on estate planning helps clients ensure their assets are distributed according to their wishes and in a tax-efficient manner.

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• Financial Education: They provide clients with the knowledge and tools necessary to make informed financial decisions throughout their lives.

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• Tax Planning: Collaborating with tax professionals to minimize tax liabilities and maximize after-tax returns.

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The firm’s commitment to client success is evident in their proactive approach and dedication to ongoing communication. They prioritize understanding their clients’ values, goals, and concerns, fostering a collaborative environment for effective financial planning.

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Location and Accessibility

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The office is strategically situated at 1700 Lyons Rd Suite D, Dayton, OH 45458. To ensure convenience and accessibility, the location boasts a wheelchair accessible entrance and a wheelchair accessible parking lot. Furthermore, a wheelchair accessible restroom is available for client use. Appointments are required, and the team strongly recommends scheduling an appointment to maximize the value of the consultation. This demonstrates a commitment to inclusivity and providing comfortable access for all clients. The fact that an appointment is required suggests a focus on personalized attention and a structured approach to client engagements.

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Client Feedback and Reputation

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Harrison Wealth Management Group has garnered positive feedback from its clientele, as evidenced by five reviews on Google My Business, each receiving an average rating of 5/5. These reviews consistently highlight the firm’s trustworthiness, the quality of their performance, and the valuable guidance they provide. Several clients specifically mention the team’s ability to offer knowledgeable and kind advice, without resorting to aggressive sales tactics. One client, Brandon, is consistently praised for his exceptional service and dedication to his clients' financial well-being. The consistent praise suggests a strong emphasis on building genuine relationships and prioritizing client interests. The recurring theme of honesty and a lack of pressure to purchase products points to a client-centric philosophy.

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Additional Points of Interest

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Beyond accessibility features, Harrison Wealth Management Group prioritizes a seamless client experience. The firm operates with a focus on responsiveness and clear communication. They are committed to providing a comfortable and professional environment for all clients. The requirement for appointments underscores their dedication to dedicated, individualized attention. Restroom facilities are also available on-site. Their affiliation with Raymond James provides access to a vast network of resources and expertise, further enhancing their ability to serve their clients’ needs. The firm’s dedication to accessibility and comfort reflects a commitment to serving a diverse clientele.

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"summary": "Harrison Wealth Management Group, Ltd.-Raymond James is a trustworthy financial planning firm in Dayton, Ohio, known for its knowledgeable advisors and client-centric approach, offering comprehensive wealth management services and prioritizing accessibility.",
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👍 Reviews of Harrison Wealth Management Group, Ltd.-Raymond James