Munn Wealth Management
1700 Woodlands Drive, Maumee, OH 43537
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Munn Wealth Management, located at 1700 Woodlands Drive in Maumee, Ohio, is a leading finance institution dedicated to helping clients design the right plan for a secure and significant retirement. With a highly accredited team of professionals serving clients for 20 years, Munn Wealth Management offers personalized financial planning services to meet individual needs. During a brief 15-minute phone call, clients can learn more about the institution and determine if it is a potential fit for their financial goals. By bringing relevant financial documents to the meeting, clients can receive a custom proposal outlining how the team can serve them in areas such as retirement, taxes, investments, and cash flow. The primary goal of the initial meeting is to provide clients with a better understanding of their financial circumstances and the services offered by Munn Wealth Management. With a focus on moving clients closer to their desired outcomes, the institution aims to create a well-constructed plan that may save taxes, improve long-term investment returns, and enhance overall quality of life.
Reviews
"My father was a client of Munn Wealth from the beginning, not me. I was a skeptic about all financial planners. When it came time for me to meet with Darren Munn regarding my dad's finances, I was not thrilled. How wrong I was! In the last 6 years, I've seen the power of real financial expertise. Munn Wealth has not only grown my dad's savings and helped my husband and me plan for retirement, but also Darren has become a trusted family advisor. This firm is the real deal--they know their business and they care about ours. Even the support team are knowledgeable and kind (thanks, Becky!). Unbridled recommendation."
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