Financial Life Planning | Investment Management | Retirement Planning | Business Succession Planning | Accounting Services
If you have the ability to live a life of choice, free from financial fear, uncertainty, and doubt without jeopardizing tomorrow' legacy, then you are truly wealthy. We specialize in the process it takes to get there. We are an integrated team of financial specialists with decades of experience in helping people prepare for and successfully retire. Our number one priority is frequent communication.
We realize that uncertainty is one of the biggest stressors we face in life. Although there is much uncertainty in the world that is unavoidable, we believe that by educating and communicating with our clients, we can reduce the uncertainty they have about how and why their money is invested. We have found that meeting on a regular basis to discuss our clients' wealth is the key to reducing money-related stress. If they are on vacation somewhere and see on the news that things are happening in the financial markets, they are much less stressed if they recently have had a thorough review of their investments. We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times.
Fee-Based Planning is offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management is offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities are offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of ValMark Securities or W3 and have not been approved prior to posting.
Company Details
- Employees
- 60
- Founded
- -
- Address
- 90 North Miller Rd., Akron,oh 44333,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://w3financialgroup.com/
- Keywords
- Financial Planning, Investment Management, Retirement Planning, Business Sucession, Risk Management, Accounting Services, Business Valuation, Financial Services, Asset management, Portfolio management, Estate planning.
- HQ
- Akron, OH
W3 Financial Group Questions
W3 Financial Group's website is https://w3financialgroup.com/
W3 Financial Group's LinkedIn profile is https://www.linkedin.com/company/w3-financial-group-llc
W3 Financial Group has
60 employees.
View email and phone details for 60
employees at W3 Financial Group.
W3 Financial Group's industry is
Financial Services
W3 Financial Group's top competitors are
Bluestone Wealth Partners,
Huntington National Bank,
Bluestone Wealth Management Ltd,
Valmark Financial Group,
Rea,
Union Home Mortgage Corp.,
The Riverside Company,
Sequoia Financial Group,
Cleveland Capital Management,
Long Road Risk Management Services.
W3 Financial Group's categories are Financial Services
W3 Financial Group's founding year is 1980
