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Huffman-Mayer Wealth Management Group
3705 State Road, Ashtabula, Ohio, United States
About the Huffman-Mayer Wealth Management Group
Huffman-Mayer Wealth Management Group, located at 3705 State Road in Ashtabula, Ohio, is a finance institution dedicated to helping clients navigate the transition from working to retirement. With nearly 200 years of combined experience, the team at Huffman-Mayer Wealth Management Group offers personalized guidance to assist clients in meeting their investment planning goals.
The institution has been recognized by Forbes as one of the Best-In-State Wealth Advisors and Wealth Management Teams, showcasing their commitment to excellence in the industry. The team includes professionals with certifications such as CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Planning Specialist, ensuring that clients receive expert advice tailored to their individual needs.
Huffman-Mayer Wealth Management Group is proud to have developed a comprehensive investment process over the past four decades, focusing on delivering customized plans to help clients achieve their financial objectives. The team's dedication to diligence and prosperity has earned them recognition from both their peers and clients.
Offering a range of investment products and services through Wells Fargo Advisors, Huffman-Mayer Wealth Management Group is committed to providing top-notch financial advisory services to residents in various states. Clients can trust in the expertise and experience of the team at Huffman-Mayer Wealth Management Group to guide them towards a secure financial future.
Photos of Huffman-Mayer Wealth Management Group
3705 State Rd Suite 100, Ashtabula, OH 44004, United States
Opening hours of Huffman-Mayer Wealth Management Group
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Huffman-Mayer Wealth Management Group
"The Huffman Mayer Paolo wealth management team has a great team with many years of experience. I would highly recommend to anyone looking for knowledge surrounding their investments."
"The Huffman-Mayer-Paolo Wealth Management Group is very professional, informative and customer service oriented. They go up above for their clients. They are so supportive of local charities and organizations. If you want your portfolio handled correctly this team is who you want in your corner."
"James and his team are very accommodating and helpful. James helped our family get a great plan for our future and retirement. It is great to have a company like this to help us reach our goals."
"A great group of financial advisors. They take the worry out of your future retirement plans. Wonderful guidance with a personal touch. Thank you for your talents!!"
"I’ve had my moneys with them for several years now. The team is wonderful and they are well versed on investment. They are super friendly and always willing to talk about investment. Highly recommend the team for all your investments"
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