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 Wehner Wealth Management Team
What services does Wehner Wealth Management Team offer?
Wehner Wealth Management Team offers financial advising, investment management, investment funds, and stock brokerage services.
What are the specialties of Wehner Wealth Management Team?
They specialize in 401(k) rollovers, Roth IRAs, 529 college savings plans, life insurance, SEP IRAs, and traditional IRAs.
Where is Wehner Wealth Management Team located?
They are located at 1206 Hull Rd, Suite 1, Sandusky, OH 44870, USA.
What are the business hours of Wehner Wealth Management Team?
Their office is open Monday through Friday from 9:00 AM to 5:00 PM and closed on weekends.
How can I contact Wehner Wealth Management Team?
You can contact them by phone at +1 419-621-3993.
Does Wehner Wealth Management Team have a mobile app?
Yes, they have a mobile app available for Android on Google Play and for iOS on the App Store.
What languages are spoken at Wehner Wealth Management Team?
English is the language spoken at their office.
What nearby places can I visit before or after my appointment at Wehner Wealth Management Team?
Nearby you can visit Lightwave Entertainment for corporate entertainment, or enjoy healthy food options at Triple Threat Nutrition and Piccolo's Wine Shop.
Are there any nearby real estate services close to Wehner Wealth Management Team?
Yes, several real estate agents such as Bob & Patti VanScoy, Chris Brandal, Lisa Yako, and agencies like Russell Real Estate Services are located nearby.
Can I find health and wellness options near Wehner Wealth Management Team?
Yes, near the office you can find Merit Dental Sandusky for dental care, Planet Fitness for fitness activities, and AudioNova for hearing aids.