Open Road Wealth Management - Liberty, Missouri

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Open Road Wealth Management

Open Road Wealth Management is a highly regarded financial planning firm located in Liberty, Missouri at 405 N Forest Ave. Established with the aim to provide comprehensive financial services to individuals and families, they have become a trusted name in the industry. Their specialties include financial planning, consulting, and investment services, making them a one-stop solution for all your financial needs.

With a focus on personalized attention and customized strategies, Open Road Wealth Management stands out from their competitors. They believe that every client is unique, and therefore, requires a tailored financial approach to achieve their goals. Their team of experienced professionals works closely with clients to understand their specific needs and aspirations, and then develops a plan that is aligned with their vision.

The firm's commitment to excellence is evident in the services they offer. They provide onsite services as well as online appointments to ensure maximum convenience for their clients. Furthermore, their office is equipped with wheelchair accessible features, including an entrance, parking lot, and restroom, demonstrating their dedication to accessibility and inclusiveness.

Open Road Wealth Management has garnered a strong reputation for their exceptional service and reliable advice. This is evident in their impressive 5/5 average rating based on 5 reviews on Google My Business. Clients praise the firm for their personalized approach, expert advice, and the peace of mind they provide. One review highlights how the firm helped them navigate complex financial decisions, such as trusts, wills, and college tuition planning, while another commends the friendly and non-intimidating nature of their advisors.

To learn more about Open Road Wealth Management and how they can help you achieve your financial goals, visit their website or contact them directly at 65075237. Don't miss this opportunity to work with a firm that truly understands the unique needs of each client and is committed to their success.

Key Features and Services

• Financial planning
• Financial consulting
• Investment services

Point of Interest

• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Appointment required
• Appointments recommended

Average Rating: 5/5 based on 5 reviews

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👍 Reviews of Open Road Wealth Management

Karla N.

5/5

I was skeptical when my husband wanted to meet with a financial advisor. I didn’t think we were in the “tax” bracket that needed such a thing being educators. However, with a blended family and needing advice on trusts/wills, retirement (PSRS) pay off mortgage or keep low rate, how to pay for college tuition…. I suddenly realized that a financial advisor is exactly what we needed to give us options, advice and hold us accountable to our future financial goals. Todd is very personable and doesn’t try to push anything or intimidate you in any way. I highly recommend his services!

Nicki D.

5/5

Our experience with Open Road Wealth Management has been nothing short of exceptional. We interviewed other financial advisors in the New York metro era and Todd was the one we chose because he was down to earth and because he genuinely cared about helping us. We’ve been fortunate to be working with him for the past 5 years. We are deeply grateful to have him as our advisor.

Catherine P.

5/5

We have worked with Open Road Wealth Management for almost 5 years now. Todd has been a wonderful resource as we plan our future retirement. He has been an invaluable resource for all our financial needs. We highly recommend him!

Chris M.

5/5

I've enjoyed working with Open Road Wealth for the past 5 years. Exceptional advice on tax efficiency, estate planning and retirement accounts. Highly recommended!

Mary B.

5/5

We have enjoyed working with Todd since Open Road Wealth's inception and would highly recommend him!