McBride Wealth Management - Ashland, Ohio

For individuals and families seeking comprehensive financial planning and investment management solutions, McBride Wealth Management presents a valuable resource. Located at 1070 Sugarbush Dr, Ashland, OH 44805, United States, this firm operates under the umbrella of Edward Jones, leveraging a trusted brand and extensive network. Contact them directly at Phone: 4192895552 to schedule an appointment and discuss your specific financial goals.

About McBride Wealth Management

McBride Wealth Management is a financial consultant and finance broker service provided by Edward Jones. They specialize in offering a range of services designed to help clients achieve their long-term financial objectives. As part of the larger Edward Jones organization, McBride Wealth Management benefits from a wealth of experience and resources, ensuring clients receive personalized attention and expert guidance. The firm’s core focus revolves around building and maintaining strong, long-lasting client relationships based on trust and mutual understanding.

Services Offered

The team at McBride Wealth Management provides a full suite of investment services, tailored to meet diverse client needs. Key offerings include:

• Investment Management: They help clients create and manage investment portfolios designed to align with their risk tolerance, time horizon, and financial goals. This includes asset allocation, security selection, and ongoing portfolio monitoring.
• Retirement Planning: McBride Wealth Management assists clients in planning for a secure retirement, considering factors such as income needs, Social Security benefits, and potential investment strategies.
• Estate Planning: Recognizing the importance of preserving and transferring wealth, they offer guidance on estate planning strategies, working in conjunction with legal professionals when necessary.
• Education Savings Plans: For families with children, they assist in establishing and managing education savings plans, such as 529 plans.
• Insurance Planning: They provide advice on life, disability, and property insurance to help clients protect their assets and financial security.
• Stock Brokerage Services: As a stock broker, McBride Wealth Management facilitates the buying and selling of stocks and other securities on behalf of their clients.

Location and Accessibility

McBride Wealth Management’s physical location is situated at 1070 Sugarbush Dr, Ashland, OH 44805, United States. The office is designed to create a comfortable and welcoming environment for clients. It offers several amenities to enhance the client experience, including:

• Wheelchair-Accessible Entrance: Ensuring accessibility for individuals with mobility challenges.
• Wheelchair-Accessible Parking Lot: Providing convenient parking options for clients with disabilities.
• Washroom: A readily available washroom is provided for client comfort.

Client Feedback and Reputation

Currently, McBride Wealth Management has 0 reviews on Google My Business, indicating a limited amount of publicly available feedback. The Average opinion: 0/5 reflects this lack of reviews; however, this does not necessarily represent the quality of service provided. It’s recommended to seek independent reviews and testimonials from current and former clients to gain a more comprehensive understanding of the firm’s reputation. Edward Jones, as a whole, has a long-standing reputation for integrity and client service, which is likely to extend to McBride Wealth Management.

Recommendations for Prospective Clients

Individuals considering McBride Wealth Management for their financial planning needs are encouraged to schedule an appointment. This allows for a personalized consultation to discuss their financial situation, goals, and risk tolerance. Here are some key recommendations:

• Schedule an Appointment: Contact the firm at Phone: 4192895552 to arrange a meeting with a financial consultant.
• Review the Edward Jones Website: Visit edwardjones.com to learn more about Edward Jones’s services and values.
• Ask Questions: Don’t hesitate to ask questions about the firm’s investment philosophy, fees, and service offerings.
• Verify Credentials: Confirm the credentials and experience of the financial consultant you will be working with.

In conclusion, McBride Wealth Management, operating as part of Edward Jones, offers a solid foundation for individuals seeking professional investment management and financial advice. While currently lacking extensive online reviews, the firm’s established brand and commitment to client service make it a worthwhile consideration for those in the Ashland, Ohio area.

Website: edwardjones.com provides a centralized hub for accessing information and resources.

Specialties: Financial consultant, Finance broker, Investment service, Stock broker.