Business Details
About
Investment Service
High-net-worth investors face a world of unique needs and opportunities while creating their vision, goals and priorities. A trusted financial advisor can help you make informed decisions that will direct your path along the way. Our team is highly skilled at partnering with key professionals, including CPAs and estate-planning attorneys, to help you stay on track along your financial journey. From estate considerations to charitable giving, we will provide the key tools, guidance and resources needed to help grow your wealth and protect your legacy.
Location
Hours
Frequently Asked Questions About Schmenk Wealth Management Group
What are the business hours of Schmenk Wealth Management Group?
Schmenk Wealth Management Group is open Monday to Thursday from 8:00 AM to 4:30 PM, and on Friday from 8:00 AM to 4:00 PM. It is closed on weekends.
Where is Schmenk Wealth Management Group located?
It is located at 410 Fifth St, Defiance, OH 43512, United States.
What types of financial services does Schmenk Wealth Management Group offer?
They offer services including financial advising, investment management, investment funds, and stock brokerage.
What specialties does Schmenk Wealth Management Group focus on?
Their specialties include 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
How can I contact Schmenk Wealth Management Group?
You can contact them by phone at +1 419-834-2874.
Does Schmenk Wealth Management Group offer services in languages other than English?
No, the group offers services in English.
What online resources or apps are available for Schmenk Wealth Management Group clients?
Clients can use the Edward Jones mobile app available for Android and iOS, and visit their official website at https://www.edwardjones.com/schmenk-wealth-management-group for more information.
Is Schmenk Wealth Management Group part of a larger financial network?
Yes, it is part of Edward Jones, a well-known financial advisory service.
What nearby financial or legal services can I visit along with Schmenk Wealth Management Group?
Nearby you can find Edward Jones - Financial Advisor Matt Schmenk, Wells Fargo Advisors, Wright Agency (insurance), and several real estate and legal service agencies such as Attorneys' Title Agency of Northwest Ohio and The Law Firm of Stephen K. Snavely.
Are there any amenities like banks or ATMs near Schmenk Wealth Management Group to assist with financial transactions?
Yes, First Federal Bank and a Huntington Bank ATM (Drive-Up) are nearby, which can be convenient for customers handling financial transactions before or after their meeting.
What local businesses near Schmenk Wealth Management Group might be useful for visitors to Defiance?
Visitors might enjoy local services such as Vanity Hair Designs for beauty needs, The Beverly Rose for event planning and concerts, and The Fluff Stop Baby Shop for retail shopping.