KLD Wealth Management - Lebanon, Ohio

KLD Wealth Management

Address: 706 Deerfield Rd, Lebanon, OH 45036

Phone: 9374045180

Website: kldwealth.com

Specialties: Financial planner, Financial advisor, Investment service

Other points of interest: Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.

Opinions: This company has 4 reviews on Google My Business.

Average opinion: 5/5.

KLD Wealth Management is a reputable financial planning and investment services firm located at 706 Deerfield Rd, Lebanon, OH 45036. With a phone number of 9374045180 and a website at kldwealth.com, they offer a range of financial services including financial planning, financial advice, and investment management. Their office is wheelchair accessible with a wheelchair accessible entrance and parking lot, as well as having a restroom on site. They also cater to the LGBTQ+ community and require appointments for services.

The staff at KLD Wealth Management is highly knowledgeable and experienced, with a focus on personalized service tailored to each client's unique needs. Reviews for the company are overwhelmingly positive, with an average rating of 5/5 stars on Google My Business. Clients praise the firm's financial advisors for their thoroughness, informativeness, and patience when answering questions and reviewing scenarios. Advisors are also commended for their knowledge across various areas and openness to new concepts, listening to client perspectives and providing well-reasoned advice and solutions. Overall, KLD Wealth Management is highly recommended for anyone looking for professional financial planning and investment management services.

While the company has only a limited number of reviews, the high ratings and positive feedback suggest that KLD Wealth Management is a top-notch choice for those seeking financial planning and investment advice. With their specialization in financial planning, financial advice, and investment services, as well as their commitment to personalized, client-centered service, KLD Wealth Management is well-positioned to help individuals and families achieve their financial goals.

👍 Reviews of KLD Wealth Management

t C.

5/5

Our financial advisor Davis is thorough, informative, and patient with questions and review of questions and scenarios. David is knowledgeable in varied areas and open to new concepts. If an idea or perspective is presented he listens, provides his opinion and perspective, provides sources, and solutions and plans to move forward. We are very pleased with David's services and knowledge and highly recommend for financial and retirement planning.
~Erick & Tonia L.

Casey G.

5/5

Working with KLD wealth management has transformed the way I see and manage my finances. They have given me strict yet effective advice that has allowed me to significantly pay off debt and begin saving for retirement! 100% recommend!

Faith F.

5/5

David always makes you a priority. Whenever we need something, he is always available to answer questions and take care of our needs!

Suzanne S.

5/5

David treats my financial situation like I’m the only client he has. I couldn’t have found a better person to take care of my finances!