Prism Wealth Management, LLC - Wooster, Ohio

Address: 127 E Liberty St Suite 300, Wooster, OH 44691, United States.
Phone: 3308040123.
Website: myprismwealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible entrance, Wheelchair-accessible parking lot, Wheelchair-accessible washroom, Washroom, Appointment required, Appointments recommended.
Opinions: This company has 11 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Prism Wealth Management, LLC

Prism Wealth Management, LLC 127 E Liberty St Suite 300, Wooster, OH 44691, United States

☎️3308040123

⏰ Open Hours of Prism Wealth Management, LLC

Monday: 8:30 a.m.–5:30 p.m.
Tuesday: 8:30 a.m.–5:30 p.m.
Wednesday: 8:30 a.m.–5:30 p.m.
Thursday: 8:30 a.m.–5:30 p.m.
Friday: 8:30 a.m.–5:30 p.m.
Saturday: Closed
Sunday: Closed

Prism Wealth Management, LLC

Prism Wealth Management, LLC is a prestigious financial planning firm located at 127 E Liberty St Suite 300, Wooster, OH 44691, United States. The firm can be reached via phone at 3308040123 or through their website at myprismwealth.com.

SPECIALTIES

Specializing in financial planning, Prism Wealth Management helps clients navigate their financial futures with expert guidance and personalized strategies.

KEY FEATURES

Wheelchair-accessible entrance
Wheelchair-accessible parking lot
Wheelchair-accessible washroom
Washroom
Appointment required
Appointments recommended

The firm has received high praise for its exceptional service and comprehensive approach to financial planning. With a 5/5 average rating based on 11 reviews on Google My Business, Prism Wealth Management has proven its commitment to customer satisfaction.

One client raved, "This is the best and nicest group ever They helped us navigate through all the stressors of retirement, including financial planning, signing up for social security and medicare, and juggling all the other issues. Every single member of this team treats you like family" Another client shared, "We love Prism Wealth and their team Not only was my husband able to retire early, but they also support the community, which is very important to us."

👍 Reviews of Prism Wealth Management, LLC

Prism Wealth Management, LLC - Wooster, Ohio

Vicki G.

5/5

This is the best and nicest group ever! Helped us navigate through all the stressors of retirement including financial, signing up for social security and medicare and juggling all the other issues. Every single member of this team treats you like family!

Lara K.

5/5

We love Prism Wealth and their team! Not only was my husband able to retire early, they also support the community which is very important to us.

Kathy B.

5/5

The staff is incredibly knowledgeable about investments and all of the ins and outs, such as taxes, social security and much more! They have many fun events throughout the year and they take the time to know their clients!

Libby P.

5/5

Robert and the ENTIRE staff have taken excellent care of my husband and me from day one. We absolutely did not know what we should expect from a financial advisor, so we weren't sure if we were justified in thinking our previous experiences with other advisors over many years had been very negative and lacking. Then we met Robert and Matt, as well as the rest of the staff. TOTALLY DIFFERENT EXPERIENCE. We were hooked and thankful! We knew we were in GOOD hands! The TIME they invest in their clients is incredible. The attention and care they give is unparalleled.

About 4 months after getting everything set up with Prism Wealth Management, my husband unexpectedly passed away. I was devastated. Robert and Matt immediately stepped in and stepped up even MORE and cared so well for me. They still do! We are FRIENDS...they are excellent at nurturing relationships. I simply cannot say enough about them and their team. I remain in GOOD hands, and I am thankful!

Thomas M.

5/5

I feel like we aren’t getting a run of the mill, one size fits all management approach. When retirement time came I visited several institutions. Prism stood out to us as the right choice. I have not regretted that decision.

Douglas L.

5/5

Robert and his team provide retirement and investment planning that continue to give us confidence in our financial future. We would recommend them to anyone who needs retirement and financial planning

Donna O.

5/5

Everyone at Prism Wealth Management is very knowledgeable and extremely helpful, especially Robert Dodaro. They treat you like you are family!

Brenna H.

5/5

Always have advice and moving forward, always helps with looking ahead to make the correct, informed decisions.