Merkel Wealth Management - Columbus, Ohio
Address: 1901 Northwest Blvd, Columbus, OH 43212.
Phone: 44814455.
Website: merkelwm.com
Specialties: Financial planner, Financial advisor.
Other points of interest: Identifies as women-owned, Online appointments, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
📌 Location of Merkel Wealth Management
⏰ Open Hours of Merkel Wealth Management
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
Merkel Wealth Management: A Comprehensive Overview
For individuals and families seeking comprehensive financial planning and expert financial advisory services, Merkel Wealth Management presents a noteworthy option. Located at 1901 Northwest Blvd, Columbus, OH 43212, and reachable at 44814455, Merkel Wealth Management is a women-owned firm dedicated to providing personalized solutions tailored to meet diverse financial goals. Their commitment extends beyond simple investment management; they prioritize building long-term relationships based on trust and transparency. The firm's website, merkelwm.com, offers valuable resources and insights for prospective clients.
Specialties: Merkel Wealth Management distinguishes itself through its core competencies in financial planning and financial advisory services. This includes retirement planning, investment management, estate planning, and tax planning. They work with a wide range of clients, from young professionals starting their careers to established individuals approaching retirement. Their approach is holistic, considering all aspects of a clientâs financial life to develop a cohesive strategy.
Key Features and Accessibility: Merkel Wealth Management strives to provide a seamless and accessible experience for all clients. Several features contribute to this goal:
- Online Appointments: Clients can schedule appointments remotely, offering convenience and flexibility.
- Wheelchair Accessibility: The firm is committed to inclusivity and boasts a wheelchair accessible entrance, parking lot, and restroom.
- Appointment Requirements: Appointments are generally required to ensure sufficient time for a thorough consultation and personalized strategy development.
- Recommended Appointments: While appointments are required, the firm strongly recommends them to maximize the value of the consultation and ensure a truly tailored approach.
Location and Contact Information: Situated in Columbus, Ohio, Merkel Wealth Managementâs office is easily accessible. The address is 1901 Northwest Blvd, Columbus, OH 43212. Prospective clients can connect with the firm via phone at 44814455. Their website, merkelwm.com, provides detailed contact information and further details about their services.
Current Reputation: Currently, Merkel Wealth Management has 0 reviews on Google My Business, indicating a nascent online presence. The average opinion is 0/5, suggesting that the firm is still in the process of building its reputation and gathering client feedback. However, this does not diminish the value of their services or the expertise of their team. It represents an opportunity for new clients to experience the firmâs personalized approach firsthand.
What to Expect: When engaging with Merkel Wealth Management, clients can anticipate:
- Personalized Service: Each client receives individualized attention and a tailored financial plan.
- Transparent Communication: The firm believes in open and honest communication, ensuring clients are fully informed throughout the process.
- Experienced Professionals: The team comprises seasoned financial planners and financial advisors with a deep understanding of the financial landscape.
- Ongoing Support: Merkel Wealth Management provides ongoing support and regularly reviews financial plans to ensure they align with evolving client needs and goals.
Areas of Expertise â A Deeper Dive:
| Service | Description |
|---|---|
| Retirement Planning | Developing strategies to ensure a comfortable and secure retirement, including investment allocation, Social Security optimization, and pension planning. |
| Investment Management | Creating and managing diversified investment portfolios based on individual risk tolerance and financial goals. |
| Estate Planning | Assisting clients in creating wills, trusts, and other estate planning documents to protect their assets and ensure their wishes are carried out. |
| Tax Planning | Minimizing tax liabilities through strategic planning and leveraging tax-advantaged investment vehicles. |
Recommendation: Merkel Wealth Management presents itself as a promising option for those seeking a dedicated and client-focused financial advisor. While the lack of publicly available reviews currently warrants cautious consideration, the firmâs commitment to accessibility, wheelchair accessibility, and personalized service suggests a solid foundation. Prospective clients are encouraged to schedule an appointment to discuss their financial goals and explore how Merkel Wealth Management can assist them in achieving their objectives. The firmâs focus on being women-owned adds a unique dimension to their service offering, potentially appealing to clients who value diversity and inclusivity. Overall, Merkel Wealth Management aims to be a trusted partner in navigating the complexities of personal finance.
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"summary": "Merkel Wealth Management is a women-owned financial planning and advisory firm in Columbus, Ohio, offering personalized solutions for retirement, investments, and estate planning, prioritizing accessibility and client relationships.",
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