Weiser Financial Planning LLC - Lewis Center, Ohio

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Weiser Financial Planning LLC

Weiser Financial Planning LLC, located at 7320 Walker Wood Blvd, Lewis Center, OH 43035, is a prominent financial services company that offers a wide range of financial planning and investment services. Founded by Ryan Weiser, a highly skilled and professional financial advisor, the company has gained a strong reputation for its expertise in financial planning, divorce services, and investment management.

The company's specialties include financial planning, divorce services, financial advising, financial consulting, and investment services. They cater to a diverse clientele, providing personalized solutions to meet their unique financial needs. With a focus on delivering exceptional service, Weiser Financial Planning LLC has earned a stellar reputation among its clients.

In addition to their comprehensive range of services, Weiser Financial Planning LLC offers several other points of interest that set them apart from their competitors. They provide online appointment scheduling, ensuring convenience for their clients. The company also offers onsite services, allowing for personalized face-to-face consultations. Accessibility is a top priority, as they provide wheelchair-accessible entrances, parking lots, and restrooms, as well as gender-neutral restrooms. Appointment recommendations are advised to ensure prompt and efficient service.

With a strong emphasis on client satisfaction, Weiser Financial Planning LLC has garnered high praise from its clients. The company has received an impressive 7 reviews on Google My Business, with an outstanding average rating of 5 out of 5 stars. Clients commend Ryan Weiser for his outstanding job in helping them better manage their family finances. He is praised for his in-depth approach, attention to detail, and ability to uncover overlooked financial opportunities, such as tax savings. Clients highly recommend Weiser Financial Planning LLC to anyone seeking professional financial planning and investment services.

Specialties and Services

• Financial Planning
• Divorce Services
• Financial Advising
• Financial Consulting
• Investment Services

Location and Contact Information

Weiser Financial Planning LLC is conveniently located at 7320 Walker Wood Blvd, Lewis Center, OH 43035. For further information or to schedule an appointment, please visit their website at weiseradvisor.com or contact the company directly.

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"summary": "Weiser Financial Planning LLC is a reputable financial services company offering a wide range of financial planning and investment services, with a strong emphasis on client satisfaction and accessibility.",
"keywords": ["Financial Planning", "Divorce Services", "Financial Advisor", "Investment Services", "Lewis Center", "Ohio"],
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👍 Reviews of Weiser Financial Planning LLC

Tom C.

5/5

Ryan Weiser has done an outstanding job at helping us better manage our family finances. He took an in-depth look at all aspects, leaving no stone unturned to assure we were doing the right things and planning appropriately, even delving into our insurance coverages and online safety. His keen attention to detail even uncovered an income tax oversight that saved us thousands of dollars! Ryan’s background, skills, and professionalism are beyond reproach. We would highly recommend him to anyone needing and financial planning.

Joyce W.

5/5

We were looking for a financial planner to look over and advise us on our financial situation as we were in/approaching our retirement. We were looking for someone local who worked on a fee-only basis. We found Weiser Financial Planning online and it sounded like what we were looking for. Ryan met us at our home for our initial free meeting (prior to Covid) and spent time getting to know us and know what we were looking for in a financial planner. We decided to go with a fixed fee engagement where Ryan would look at our current situation and make recommendations. Ryan reviewed our finances and we met a few times online. We were very pleased with his services. Ryan was friendly but very professional and knowledgeable. He was always available for questions as we were doing our “homework”. During our meetings he was willing to take time to educate us but was not pushy to have us always follow his recommendations. We were very pleased with his services and will definitely use his services again when needed.

Deborah H.

5/5

As my husband and I approach retirement age, we realized we needed some help managing our investments and planning for our future and eventually for the legacy we want to leave for our sons. We wanted to develop a relationship with our money manager and shied away from big investment companies. I searched around but was having no luck when the rep for one of the investment firms I contacted recommended Ryan. I wish we had found Ryan 20 years ago!!! He has given us the personal attention we were looking for, meeting with us regularly and educating us rather than simply advising us. In the 3 months since our first meeting we feel we have a much clearer picture of our financial situation and our path forward.

Mark E.

5/5

With my wife & I rapidly closing in on retirement, I was looking for a fiduciary financial advisor to help us make the most prudent decisions on some upcoming pension & home options. I interviewed several advisors late last year before choosing Ryan Weiser. His fees are among the lowest & covers all aspects of your finances, including taxes & life insurance. I’ve been very pleased with his advice & have learned a great deal from him. I’m confident with Ryan overseeing our investments & with his future retirement advice, we will enter the next phase of our lives in a good position.

John G.

5/5

We just finished a retirement planning project with Ryan. He was very accessible, provided good information and completed our project in a short period of time. I recommend him for anyone looking for retirement planning advice!

Evan D.

5/5

We have been working with Weiser Financial for several years now. They have done a terrific job helping us navigate all things financial for our family. From helping us put together an initial financial gameplan to investing and insurance elections - they have helped us get in the right place for the long term!

Susan R.

5/5

Ryan is wonderful to work with. He goes above and beyond to help. He is very knowledgeable and responsive, I highly recommend him.