MWard Financial Group

MWard Financial Group Financial consultant in

MWard Financial Group is a dedicated financial consulting service located in the heart of your community, offering expert advice and tailored financial solutions to help you achieve your financial goals. With convenient hours from early morning to late evening Monday through Friday, and additional weekend availability, MWard Financial Group ensures that their services are accessible to meet the demands of your busy schedule. Known for their client-centric approach, they provide personalized financial guidance, whether you're planning for retirement, managing investments, or navigating complex financial decisions. With a commitment to excellence and a strong reputation reflected in their average customer ratings, MWard Financial Group stands out as a reliable partner in your financial journey.

Services Offered

• Retirement Planning
• Investment Management
• Financial Planning
• Tax Strategies
• Estate Planning

Cost Ranges

MWard Financial Group offers competitive pricing for their services. While specific fees can vary based on the complexity and scope of the financial planning required, consultations typically start around $150 per hour. Comprehensive financial planning packages can range from $1,500 to $5,000, depending on the services included.

Local Tips

MWard Financial Group is conveniently located near the downtown area, making it easily accessible by public transport. For those driving, ample parking is available nearby. It's advisable to book an appointment in advance, especially for weekend consultations, as slots can fill up quickly.

Frequently Asked Questions

What should I bring to my first consultation?

It's helpful to bring any relevant financial documents, including recent tax returns, investment statements, and any existing financial plans. This will allow the consultant to provide the most accurate advice tailored to your situation.

How often should I meet with my financial consultant?

The frequency of meetings can vary based on your financial situation and goals. Typically, clients meet with their financial consultant quarterly to review performance and make any necessary adjustments to their financial plan.

Does MWard Financial Group offer virtual consultations?

Yes, MWard Financial Group offers both in-person and virtual consultations to accommodate clients' preferences and schedules.

Monday: 8:30AM-9PM | Tuesday: 8:30AM-9PM | Wednesday: 8:30AM-9PM | Thursday: 8:30AM-9PM | Friday: 8:30AM-9PM | Saturday: 8:30AM-6PM | Sunday: 2-7PM
America/New_York time zone
average rating from reviews for MWard Financial Group: