Mansour Wealth Management - Maumee, Ohio

Mansour Wealth Management stands as a dedicated financial advisory firm committed to providing comprehensive financial consulting services to individuals and families seeking strategic guidance for their financial futures. Located at 1745 Indian Wood Cir # 210, Maumee, OH 43537, this establishment positions itself as a resource for personalized financial planning, investment management, and wealth preservation strategies. The firm operates with a focus on understanding the unique financial goals, risk tolerance, and circumstances of each client, aiming to offer tailored solutions that align with their long-term objectives.

At its core, Mansour Wealth Management functions as a specialized financial consultant, offering expertise in navigating complex financial landscapes. Their services likely encompass a wide spectrum, potentially including retirement planning, tax optimization, estate planning, insurance review, and investment portfolio management. The company's emphasis on acting as a financial consultant suggests a client-centric approach, where advisors work closely with clients to build detailed financial roadmaps, monitor progress, and make informed adjustments over time.

Business Location and Accessibility

The physical location of Mansour Wealth Management is situated at 1745 Indian Wood Cir # 210, Maumee, OH 43537. This address places the firm within the Maumee community, potentially making it accessible to a significant portion of the local population. Accessibility features are crucial for ensuring all potential clients, including those with disabilities, can visit the office comfortably. Mansour Wealth Management explicitly mentions wheelchair accessibility, indicating that the entrance is wheelchair accessible, the parking lot is wheelchair accessible, and there is a wheelchair accessible restroom available. These features demonstrate a commitment to inclusivity and ensuring that physical access is not a barrier for anyone seeking their services.

Contact Information and Engagement

Prospective clients or those seeking more information can reach out to Mansour Wealth Management directly. The primary method of contact listed is a telephone number: 97406100. This direct line likely connects callers to a member of the financial advisory team, facilitating initial inquiries or scheduling discussions. For those who prefer online research or digital communication, the company maintains a website at mansourwealthmanagement.com. While the specific content of the website isn't detailed here, it typically serves as a hub for firm information, potentially including services offered, team member profiles, client testimonials (if available), educational resources, and contact forms.

It is noteworthy that Mansour Wealth Management recommends appointments. This suggests a structured approach to client meetings, ensuring that advisors have dedicated time to provide focused attention to each client's needs. While this requires advance planning, it generally indicates personalized service rather than walk-in consultations. The absence of an online booking system on their listed website might mean that scheduling should be done via phone or email, or perhaps the website facilitates this process.

Reputation and Service Focus

Regarding the firm's market reputation, it is important to note that Mansour Wealth Management has no reviews listed on Google My Business as of the latest check. This lack of online feedback means there is no publicly available data to assess client satisfaction levels or service quality based on customer experiences. The average opinion score of 0/5 is derived from this absence of reviews, rather than indicating current service quality. Potential clients should be aware of this void and consider seeking additional references or testimonials if possible, although they may not be publicly available from the firm.

Despite the lack of reviews, the firm's core business remains centered on providing high-level financial consulting. Their role is advisory, meaning they offer insights, recommendations, and strategies but typically do not handle direct investment transactions themselves (though they might execute trades on behalf of clients). Their value proposition likely lies in their expertise, personalized attention (given the appointment recommendation), and the comprehensive range of financial planning services they offer.

Considerations for Potential Clients

For individuals exploring financial advisory services in Maumee, Ohio, Mansour Wealth Management presents itself as a local option. Before engaging with any financial advisor, potential clients are advised to conduct thorough research. This includes verifying the credentials and experience of the advisory team, understanding the specific services offered and the associated fees (whether fee-only, commission-based, or hybrid), and potentially seeking independent reviews or recommendations.

The firm's emphasis on appointments and its physical accessibility features suggest a preference for structured, in-person client-advisor relationships. Prospective clients should prepare for their initial consultation by clearly outlining their financial goals, concerns, and questions. It is also prudent to inquire about investment minimums, fee structures (front-loaded, back-loaded, or trailing commissions), and the firm's approach to risk management, particularly in volatile market conditions.

While the absence of online reviews makes it challenging to gauge client satisfaction, the professionalism demonstrated by their website, contact information, and accessibility features provides a baseline expectation. Engaging in a detailed consultation is the most effective way for potential clients to assess if Mansour Wealth Management's approach, values, and communication style aligns with their personal financial goals and needs.