Wyoming Wealth Management
504 Wyoming Avenue, Wyoming, OH 45215
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
504 Wyoming Ave Second Floor, Wyoming, OH 45215, United States
About the Business
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Wyoming Wealth Management, located at 504 Wyoming Avenue in Wyoming, Ohio, is a finance institution specializing in financial planning and wealth management. As an Independent Registered Investment Advisory firm, we offer unbiased guidance to individuals and provide advisory services for company retirement plans. Our comprehensive approach involves reviewing all aspects of our clients' finances to better understand their needs and help them make informed decisions. From individuals to small businesses, we offer a variety of services to help clients achieve a sound financial future. Our goal is to simplify the financial planning process and create actionable steps towards reaching financial objectives. Visit us on the second floor of the 504 Wyoming Avenue building for expert financial advice and guidance.
Reviews
"Jeroen at Wyoming Wealth Management is the first financial advisor I have used and has taken the time to understand my needs and explain his investment strategy to meet them. There is no hard selling and never felt pressured at all. You are in good hands with the experience and professionalism at Wyoming Wealth Management."
"I refer all of the people I care about to Wyoming Wealth Management! Jeroen always takes time to understand all the factors at play and helps me look at the big picture. He has a very comprehensive approach to financial planning. Jeroen has been managing my investments for several years and I’m very pleased with his performance. He’s also been a great resource for other financial matters, home refi, retirement savings as well as picking the correct investments for my 401K through my employer. He’s never pushy and always has a strong rational behind the suggestions he brings to the table. I highly recommend Jeroen and Wyoming Wealth Management."
"Jeroen is a man of the utmost integrity, which is what you want when it comes to financial matters. He has a balanced view of wealth management based on his many years of experience. I also like that he took the time to get to know my family and understand our goals and then he tailored his approach from there."
"Jeroen van Leersum has been helping me and my family with every aspect of our financial lives for many years. When my daughter was born and I wanted to start planning for her college education, Jeroen explained the benefits and differences of 529 Plans and Education IRAs and helped pick the best option for us. When I changed jobs, Jeroen reviewed the retirement plan options available and helped me pick investments that were suitable and low cost. When we decided to buy a new home, we went to Jeroen for advice on whether to pay cash or take out a mortgage. (I was surprised by the answer and by how much of a difference it made!) I usually do my taxes by myself but when I had a year that was going to be pretty complicated, Jeroen didn’t just recommend a CPA, he also offered to go to see him with me. Jeroen is there for me no matter what I need and I really appreciate that. I highly recommend Wyoming Wealth Management to my family and friends because I know they will be well looked after."
"When I was getting ready to retire, Jeroen met with me and reviewed my finances from top to bottom. He talked to me about what I wanted to do during my retirement and he put together a plan that was tailored to me. Jeroen helped me rollover my 401k, transfer my IRA, and he gave me advice about how much, how often, and from which account I should withdraw money. He invested in a way that made me comfortable. (I’m not a risk taker.) I know that Jeroen is looking out for me and that has been a big comfort to me as I move into this next stage of life."
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