WealthPlan Partners - Kearney, Nebraska
Address: 109 E 52nd St STE 1, Kearney, NE 68847.
Phone: 86981122.
Website: wp.partners
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Identifies as veteran-owned, Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, LGBTQ+ friendly, Appointment required, Appointments recommended.
Opinions: This company has 16 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of WealthPlan Partners
⏰ Open Hours of WealthPlan Partners
- Monday: 8:30 AM–5 PM
- Tuesday: 8:30 AM–5 PM
- Wednesday: 8:30 AM–5 PM
- Thursday: 8:30 AM–5 PM
- Friday: 8:30 AM–5 PM
- Saturday: Closed
- Sunday: Closed
WealthPlan Partners
WealthPlan Partners is a highly regarded financial planning and investment service firm located at 109 E 52nd St STE 1, Kearney, NE 68847. They are dedicated to providing top-notch financial consultation and advice to their clients. WealthPlan Partners can be reached by phone at 86981122 or through their website at wp.partners.
The firm specializes in financial planning, financial consulting, and investment services. They excel in helping their clients achieve their financial goals by offering personalized strategies tailored to their unique needs. WealthPlan Partners takes a comprehensive approach to financial planning, addressing various aspects such as retirement planning, wealth management, and estate planning.
In addition to their professional services, WealthPlan Partners is committed to creating a welcoming and inclusive environment. They identify as a veteran-owned business and are known for their LGBTQ+ friendly policies. The firm offers online appointment scheduling and onsite services to accommodate their clients' needs. Their office is equipped with wheelchair accessible entrance, parking lot, and restroom facilities.
With a strong emphasis on customer satisfaction, WealthPlan Partners has garnered a positive reputation among their clients. The firm has received 16 reviews on Google My Business, averaging a remarkable 5 out of 5 stars. Clients praise the firm's great customer service, knowledgeable staff, and friendly atmosphere, often comparing it to being part of a family.
Some key highlights mentioned in the reviews include the firm's laid-back environment, excellent service, and caring staff. Clients appreciate the personalized attention they receive and the personalized strategies developed by Jeremy and his team. Many reviewers highly recommend WealthPlan Partners to others seeking financial planning and investment services.
In conclusion, WealthPlan Partners stands out as a reliable and client-centric financial planning and investment service provider. With their expertise, personalized approach, and commitment to creating a supportive and inclusive environment, they have earned a stellar reputation among their clients.
Summary
WealthPlan Partners is a reputable financial planning and investment service firm located in Kearney, NE. They specialize in financial planning, consulting, and investment services, with a focus on personalized strategies and comprehensive financial solutions.
Keywords
financial planning, investment services, personalized strategies, comprehensive approach, veteran-owned, LGBTQ+ friendly, wheelchair accessible, online appointments, onsite services
word_count: 960
quality_score: 9
has__tags: true
language_used: en
👍 Reviews of WealthPlan Partners
