The Wealth Consulting Group - Des Moines, Iowa
Address: 3106 Ingersoll Ave, Des Moines, IA 50312.
Phone: 52776462.
Website: wealthcgdesmoines.com
Specialties: Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of The Wealth Consulting Group
⏰ Open Hours of The Wealth Consulting Group
- Monday: 8 AM–5 PM
- Tuesday: 8 AM–5 PM
- Wednesday: 8 AM–5 PM
- Thursday: 8 AM–5 PM
- Friday: 8 AM–5 PM
- Saturday: Closed
- Sunday: Closed
The Wealth Consulting Group
The Wealth Consulting Group is a premier financial planning firm located in Des Moines, Iowa at 3106 Ingersoll Ave. They specialize in providing personalized financial planning services to help clients achieve their long-term financial goals. With over 10 years of experience, the team at Wealth Consulting Group has helped numerous clients secure their financial future.
The firm offers a wide range of financial planning services, including investment planning, retirement planning, estate planning, and tax planning. They work closely with their clients to understand their unique financial situations and develop customized strategies to meet their specific needs.
In addition to their financial planning services, The Wealth Consulting Group is committed to providing exceptional client service. They offer convenient appointment times and are always available to answer questions or provide guidance. The firm also offers a free initial consultation to discuss your financial goals and determine how they can help you achieve them.
Julia McCormick, the lead financial advisor at The Wealth Consulting Group, has been praised for her expertise and personalized approach. Clients appreciate her knowledge and ability to explain complex financial concepts in an easy-to-understand manner. Many clients have reported significant improvements in their financial situation after working with Julia and the team at Wealth Consulting Group.
The firm is also committed to accessibility, with a wheelchair accessible entrance, parking lot, and restroom on site. Appointments are recommended but not required.
Specialties include financial planning, investment planning, retirement planning, estate planning, and tax planning. With a focus on personalized service and a wide range of financial planning services, The Wealth Consulting Group is well-equipped to help clients achieve their financial goals.
👍 Reviews of The Wealth Consulting Group
