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  1. US
  2. OH
  3. Columbus
Russell Sweeney Wealth Management

Russell Sweeney Wealth Management

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1177 W 3rd Ave, Columbus, OH 43212, USA Get Directions
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ABOUT   Services Excellence Summary

Welcome to the Russell Sweeney Wealth Management website. The goal of this site is to provide information not just about our company and the services we provide, but also to serve as a valuable resource for our clients, potential clients, and others interested parties. We are proud of our commitment to providing excellent customer service. Because of our investment in client service, we can offer professional financial services and advice. As you browse through our website, you will see background information about our company, our owners, and the services we offer. You will also see informative articles in the "Newsletter" and "Financial Calculators" sections. We take the time to collect information and links to other websites we believe would be of benefit to our clients in the "Links" section. If you have any questions, we are here to assist you. We are always available to answer your questions, listen to your ideas, and respond quickly and proactively. Our clients can count on us.

 

SUMMARY   Reviews Summary

The reviews place emphasis on Brian and his team's financial expertise and exceptional service provisions. Both financial planning rookies and long-established clients have lauded their attentiveness, quick responses, and supportive disposition. Clients mentioned that Brian often exceeds expectations, ensuring that the plans align with their financial objectives. Clients acknowledged his team for their kindness and approachability, stating that this made the engagement more pleasing. The reviews also detailed the assistance with various financial planning elements, primarily retirement, which the team made more predictable. stmt Most, reviewers endorse working with Russell Sweeney Wealth Management. Brian and his team's individualized approach have helped many clients reach short and long-term investment goals, revealing that they are frequently recommended.

 

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Pros & Cons

PROS
recommend (6)
highly recommend ... (5)
very knowledgeab ... (3)
helped me (2)
great company (1)
wonderful experi ... (1)
very responsive (1)
comprehensive (1)
great job (1)
exceeded expecta ... (1)
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Russell Sweeney Wealth Management Reviews: 17. Average Rating: 5.0
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