VanWeelden Financial Group
8905 Cincinnati Dayton Road, Olde West Chester, OH 45069
Hours open
Monday:
9:00 AM - 4:30 PM
Tuesday:
9:00 AM - 4:30 PM
Wednesday:
9:00 AM - 4:30 PM
Thursday:
9:00 AM - 4:30 PM
Friday:
Closed
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
VanWeelden Financial Group is a trusted finance institution located at 8905 Cincinnati Dayton Road in Olde West Chester, Ohio, United States. With a strong reputation for providing expert financial guidance and personalized service, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, VanWeelden Financial Group is committed to delivering tailored solutions to meet your individual needs. Contact us today to learn more about how we can help you secure your financial future.
Reviews
"We love working with everyone at VanWeelden Financial Group, everyone is very kind and welcoming! They are extremely knowledgeable about financial and retirement management and planning, and take the necessary time to present information very thoroughly, and answer any questions that we may have. They are always there for us when we need help or clarification with anything, and always take the time to help us work through information. We thoroughly enjoy our collaboration with VanWeelden Financial Group, and look forward to many more years of working together!"
"The VanWeelden Group has been wonderful to work with. Truly financial advisors who are client focused and want to see their clients remain healthy and successful in their financial aspirations. Bottom line, I can not express my gratitude enough for their professionalism, expertise and kindness!!"
"I meet with Jim today looking for direction in investing my retirement. He was very kind, helpful, and informative (in language that I understood) It was a very positive experience and I feel much better about what I need to do. I didn't know enough to even know what questions to ask. He was patient and I appreciated the time he spent helping me. Thank You Jim I believe Diane meet us at the door and she also was so kind and friendly. Thanks Diane"
"The advisors understand our retirement goals and comfort levels and created a retirement financial plan that is easy to understand and follow and takes all of that into account. They do that while setting up the plan with conservative assumptions that will help allow the plan to stay on track in rougher economic years like 2023."
"VanWeelden Financial has helped us plan for all our financial needs. They considered investment income, tax implications, retirement, planning for our beneficiaries, and even long term care needs. All of your questions are addressed. Highly recommend Van Weelden!"
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