Western Express Financial Services

Western Express Financial Services Financial consultant in

Western Express Financial Services is a dedicated financial consultancy firm located in Indianapolis, providing expert financial advice and services to individuals and businesses. With consistent operating hours from Monday to Saturday, 9AM to 5PM, the firm ensures accessibility and convenience for its clients. The services offered are tailored to meet the specific financial needs of each client, ensuring personalized and effective financial planning and strategy development. Although closed on Sundays, Western Express Financial Services is known for its commitment to customer satisfaction, reflected in its strong average rating from client reviews.

Services Offered

• Financial Planning
• Investment Advisory
• Retirement Planning
• Tax Consulting
• Wealth Management

Cost Range

The cost for services at Western Express Financial Services can vary based on the complexity and nature of the financial advice required. Generally, consultation fees can start from $100 per hour, with comprehensive financial planning packages ranging from $500 to $2,000. It is advisable to contact the firm directly for a detailed quote tailored to your specific needs.

Local Tips

• Schedule an appointment in advance to ensure you get a time slot that fits your schedule.
• Prepare a list of questions and financial documents before your meeting to maximize the effectiveness of your consultation.
• Consider visiting local cafes nearby for a quick refreshment before or after your appointment.

FAQs

What should I bring to my initial consultation?

It is recommended to bring any relevant financial documents, such as tax returns, investment statements, and a list of financial goals or concerns you wish to address.

Do you offer virtual consultations?

Yes, Western Express Financial Services provides virtual consultations to accommodate clients who prefer remote meetings. Contact the office to set up a virtual appointment.

How often should I meet with my financial consultant?

Regular check-ins are encouraged, typically every six months to a year, to review your financial progress and make adjustments as needed. However, the frequency can be adjusted based on your personal preference and financial situation.

Is there a cancellation policy for appointments?

Yes, appointments should be canceled at least 24 hours in advance to avoid any cancellation fees. Contact the office directly for more details on their cancellation policy.

Monday: 9AM-5PM | Tuesday: 9AM-5PM | Wednesday: 9AM-5PM | Thursday: 9AM-5PM | Friday: 9AM-5PM | Saturday: 9AM-5PM | Sunday: Closed
America/Indianapolis time zone
average rating from reviews for Western Express Financial Services: