Prelude Financial, LLC
137 College Street, Wadsworth, OH 44281
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Located at 137 College Street in Wadsworth, Ohio, Prelude Financial, LLC is a finance institution specializing in financial planning and investment management. As a fee-only firm, we prioritize our clients' best interests by providing unbiased advice. Our transparent fee structure ensures that we are only compensated by you, with no hidden fees or commissions. We work closely with clients to understand their individual circumstances and goals, offering personalized financial plans tailored to their needs.
Our services cater to a diverse range of clients, including business owners looking to maximize their financial opportunities, individuals planning for retirement, and those seeking assistance in managing their investments for tax efficiency. Our team is dedicated to helping clients navigate complex financial decisions and achieve their long-term goals.
Founded by a Certified Financial Planner with a background in personal finance and economics, Prelude Financial is committed to providing conflict-free advice to help clients create the life they envision for themselves and their families. Our team includes experienced professionals who are passionate about helping clients achieve financial security and peace of mind.
Whether you are looking to retire comfortably, grow your business, or optimize your investments, Prelude Financial is here to help you navigate the complexities of financial planning. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Reviews
"I am proud to say that I am "NOT" a client of Prelude Financial. Why, do you ask? It is because after Scott Haley reviewed my business, he advised us to stay where we are at. He spent a lot of time with me and made sure he asked a ton of questions about the business. He was open, honest and he did his best to make sure I understood. If it made sense to switch to him, I would in a second because you can trust someone that has YOUR best interest at heart. I will recommend to friends and family!"
"Scott has exceeded my expectations not only by the depth of his expertise, but also in the time he has invested in getting to know me and my life goals. Using this knowledge, he has been able to help me navigate important decisions regarding my divorce settlement. I now look forward to working with him on my comprehensive financial plan because he has my utmost trust and confidence. Highly recommend!"
"Scott does outstanding work. He is personable, responsible, and trustworthy. I highly recommend working with Scott."
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