WealthWise Financial Group. LLC - Cincinnati, Ohio

Address: 1325 E Kemper Rd Suite 201, Cincinnati, OH 45246.
Phone: 32763772.
Website: wealthwisefg.com
Specialties: Financial planner, Financial consultant, Income protection insurance agency, Investment company, Investment service, Life insurance agency.
Other points of interest: Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 49 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of WealthWise Financial Group. LLC

WealthWise Financial Group. LLC 1325 E Kemper Rd Suite 201, Cincinnati, OH 45246

☎️32763772

⏰ Open Hours of WealthWise Financial Group. LLC

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–3 PM
Saturday: Closed
Sunday: Closed

WealthWise Financial Group. LLC - A Comprehensive Overview

WealthWise Financial Group. LLC, located at 1325 E Kemper Rd Suite 201, Cincinnati, OH 45246, is a reputable financial services company that offers a wide range of financial planning and investment solutions. With a phone number of 32763772 and a website at wealthwisefg.com, the company is easily accessible to potential clients.

Specialties and Services

The company specializes in several key areas, including financial planning, consulting, income protection insurance, and life insurance. Additionally, they offer comprehensive investment services, making them a one-stop solution for all financial needs. Some of the standout features of WealthWise Financial Group include online appointment scheduling, on-site services, and language assistance to cater to a diverse clientele.

The facility is wheelchair accessible, with easy access to parking lots and restrooms. It is recommended to make an appointment before visiting, although walk-ins are also welcome. The company offers ample on-site parking for added convenience.

Customer Opinions and Reviews

WealthWise Financial Group has garnered a strong reputation among its clients, as evidenced by the 49 reviews on Google My Business. With an impressive average rating of 5 out of 5 stars, it is clear that the company delivers exceptional service and value to its clients. Customers have praised the company for its personalized approach, expert advice, and user-friendly services.

For instance, one satisfied client shared their experience working with Quentin, a financial advisor at WealthWise Financial Group. They appreciated the thorough guidance provided on combining finances, savings, and investment strategies. The client also highlighted the usefulness of the budgeting tools and the overall ease of working with Quentin and the team at WealthWise Financial Group.

Key Takeaways

Location: 1325 E Kemper Rd Suite 201, Cincinnati, OH 45246
Phone: 32763772
Website: wealthwisefg.com
Specialties: Financial planning, consulting, income protection insurance, life insurance, investment services
Customer Reviews: 49 reviews on Google My Business with an average rating of 5/5

👍 Reviews of WealthWise Financial Group. LLC

WealthWise Financial Group. LLC - Cincinnati, Ohio

Connor N.

5/5

My fiancé Victoria and I met with Quentin for initial advice about combining our finances and how to better strategize our savings and investments moving forward. Quentin was extremely helpful and very easy to work with. He gave us great advice about how to make our money work for us and also provided some useful budgeting tools so we can lay out our path to retirement and adjust our spending accordingly. I highly recommend Quentin and WealthWise Financial Group.

Kyle R.

5/5

I worked alongside Quentin for a number of years before I started to invest with him. He has always been super easy to talk to and really knows the industry. He took the time to get to know me and recommended products that fit my business and personal needs perfectly.

What I love most is how Quentin keeps things simple and straightforward. He’s always keeping me updated and making sure I understand what’s going on. I genuinely feel like he’s got my back.

I recommend Quentin to all of my friends and family. If you’re looking for a financial adviser who’s not only knowledgeable but also down-to-earth, Quentin is your guy!

Debbie E.

5/5

I am so happy that we switched to Quentin Davis with Wealthwise Financial Group. Mr. Davis is very knowledgeable and helpful, and our money is in good hands with his company. I highly recommend him.

Casey H.

5/5

Quentin has been extremely helpful over the years with setting up my financial future. He is very knowledgeable and always guiding me in the right direction. Before his help, I was stressed about money and didn't know where to start. I'm so thankful and would recommend him to anyone!

Christopher S.

5/5

Quentin has worked with our family for a long time now and we have nothing but good experiences with him. His values and character are extremely trustworthy as is expertise. I have always felt that Quentin wants what is best for my family and I and will do what it takes to put us in the best situation possible.

Diana H.

5/5

Quentin Davis with WealthWise Financial Group does an excellent job of making sure you understand all the financial options for you so that you can make the best informed decision. I feel he really cares about the client and doing what is the right and most advantageous thing for them. I recommend Quentin to all of my family, friends and clients.

Anderson's C. L.

5/5

Quentin is the man when it comes the financial future. With ease he has organized and set up a policy for me and my family. Very intelligent in his line of work. Highly recommend him to cover your financial future goals !! Thank you Quentin !

Justine H.

5/5

Quentin is such a wealth of knowledge and is always so patient with answering all of our questions! We genuinely look forward to our meetings with him. He has strong communication skills and it always honest which makes navigating conversations about money way less stressful! 10/10 recommend!