The Westerman Group, LLC - Northfield, Ohio
Address: 114 E Aurora Rd # 100, Northfield, OH 44067.
Phone: 04673111.
Website: thewestermangroup.com
Specialties: Financial planner, Financial consultant, Investment service, Life insurance agency.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of The Westerman Group, LLC
⏰ Open Hours of The Westerman Group, LLC
- 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
The Westerman Group, LLC
The Westerman Group, LLC, located at 114 E Aurora Rd # 100, Northfield, OH 44067, is a highly regarded financial planning and consulting firm specializing in investment services and life insurance. With a phone number of 04673111 and website at thewestermangroup.com, this company has established itself as a trusted advisor for individuals and businesses seeking expert guidance on their financial future.
Specialties include financial planning, financial consulting, investment services, and life insurance, making The Westerman Group a one-stop-shop for all your financial needs. Other notable features of their office include wheelchair accessible entrance, parking lot, and restroom, demonstrating their commitment to providing an inclusive and accessible environment for all clients.
With appointments recommended, clients can expect personalized attention and a tailored approach to their unique financial situations. The company has garnered 2 reviews on Google My Business, earning an impressive average rating of 5/5 stars, testament to their exceptional service and expertise.
Key Features and Services
- Financial Planning: Comprehensive planning to help clients achieve their short-term and long-term financial goals
- Financial Consulting: Expert guidance on investment strategies, tax planning, and retirement planning
- Investment Services: Customized investment portfolios to suit individual risk profiles and financial objectives
- Life Insurance Agency: Assistance in selecting the right life insurance policies to protect loved ones and secure financial future
Accessibility and Convenience
- Wheelchair Accessible Entrance: Ensuring easy access for all clients
- Wheelchair Accessible Parking Lot: Convenient parking for clients with mobility challenges
- Wheelchair Accessible Restroom: Committed to providing an inclusive environment for all visitors
- Appointments Recommended: Personalized attention to cater to each client's unique needs
Reviews and Testimonials
The Westerman Group, LLC has received 2 reviews on Google My Business, with an impressive average rating of 5/5 stars. Clients have praised the company for its exceptional service, expert advice, and personalized approach to financial planning and consulting.