WR Wealth Planning - Columbia, Missouri

WR Wealth Planning: A Comprehensive Financial Solution

For individuals and families seeking comprehensive financial planning and expert guidance, WR Wealth Planning stands as a reliable and highly-rated resource. Located in Columbia, Missouri, WR Wealth Planning offers a holistic approach to managing assets, minimizing taxes, and achieving long-term financial goals. They pride themselves on delivering personalized service and building lasting relationships with their clients.

Location and Contact Information

WR Wealth Planning is strategically situated at 1000 W Nifong Blvd Building 3, Suite 220, Columbia, MO 65203. Clients can easily reach them via telephone at 5738753939. Their website, wrwealth.com, provides detailed information about their services, team, and client testimonials. It’s recommended to schedule an appointment to ensure dedicated time for a thorough consultation.

Specialties and Services

WR Wealth Planning distinguishes itself through a diverse range of expertise. They operate as:

• Financial Planner: They develop customized financial plans tailored to individual needs, encompassing retirement planning, investment strategies, education funding, and estate planning.
• Certified Public Accountant (CPA): Their CPA designation ensures adherence to rigorous accounting standards and provides a strong foundation for tax planning.
• Financial Consultant: Offering expert advice on a wide array of financial matters, from insurance needs to wealth management.
• Financial Institution: They work with various financial institutions to secure the best rates and products for their clients.
• Tax Consultant: Providing proactive tax planning strategies to minimize tax liabilities and maximize returns.
• Tax Preparation Service: Offering comprehensive tax preparation services for individuals and businesses.

Accessibility and Amenities

WR Wealth Planning is committed to providing a welcoming and accessible environment for all clients. Key features include:

• Wheelchair Accessible Entrance: Ensuring ease of access for individuals with mobility challenges.
• Wheelchair Accessible Parking Lot: Convenient parking options for clients with accessibility needs.
• Wheelchair Accessible Restroom: A fully accessible restroom is available for client comfort.
• Restroom: Standard restroom facilities are also available.

Client Feedback and Reputation

The company consistently receives positive feedback from its clients. Currently, WR Wealth Planning boasts 14 reviews on Google My Business, with an average opinion of 5/5. This remarkable rating reflects their commitment to client satisfaction and the quality of their services. Clients consistently praise their knowledgeable staff, personalized attention, and effective financial strategies. Here’s a summary of some recurring themes from the reviews:

What Sets WR Wealth Planning Apart

Several factors contribute to WR Wealth Planning’s success and distinguish them from other financial service providers. Firstly, their combined expertise as a financial planner, CPA, and tax consultant allows them to offer a truly integrated approach to financial management. This holistic perspective ensures that all aspects of a client’s financial life are considered, from investment strategies to tax optimization. Secondly, their commitment to client education is noteworthy. They take the time to explain complex financial concepts in a clear and understandable manner, empowering clients to make informed decisions. They believe that financial literacy is key to long-term financial success. Finally, their dedication to accessibility demonstrates their commitment to serving a diverse clientele. Providing wheelchair-accessible facilities ensures that all clients, regardless of their physical abilities, can receive the professional assistance they need. They focus on creating a comfortable and welcoming environment for everyone.

Recommended Information for Prospective Clients

Before scheduling an appointment, prospective clients are encouraged to explore the wrwealth.com website to familiarize themselves with the services offered and the team’s qualifications. Reviewing client testimonials can provide valuable insights into the experiences of others. When contacting the firm, it’s recommended to schedule an appointment to discuss your specific financial goals and needs. This ensures that you’ll receive dedicated attention from a qualified professional. Be prepared to discuss your current financial situation, including your income, assets, liabilities, and risk tolerance. The more information you provide, the better equipped WR Wealth Planning will be to develop a tailored financial plan for you. They prioritize building a strong client-advisor relationship based on trust and open communication. Ultimately, WR Wealth Planning aims to be a trusted partner in helping clients achieve their financial aspirations. Their financial institution connections further strengthen their ability to provide optimal solutions. Don't hesitate to contact them today to schedule your initial consultation – they are dedicated to providing comprehensive tax preparation service and expert financial guidance.

",
"summary": "WR Wealth Planning is a highly-rated financial firm offering comprehensive financial planning, tax services, and accounting expertise, known for its personalized approach and client-focused service.",
"keywords": "Financial Planning, Tax Services, CPA, Wealth Management, Investment Strategies",
"word_count": 977,
"quality_score": 8,
"has__tags": true,
"language_used": "en"
}

👍 Reviews of WR Wealth Planning

Mickie T.

5/5

My husband and I have had a great experience with WR Wealth Planners. Their knowledge and expertise are top notch and their customer service, when you have questions or concerns with your investments, is even better! Yearly update meetings can be a source of tension for most people, especially when our economy is not doing the best. However, WR Wealth and their team do a wonderful job of outlining all our investments and what they are doing to keep us on track to meet our investment goals in the years to come. I would definitely recommend WR Wealth Planners to anyone searching for an investment firm that truly cares about their clients.

Mark B.

5/5

After several years with a well-known national financial group, I grew dissatisfied with their (sometimes bad) advice and lack of proactive communication. I felt like I was too small a fish in their big pond.
I was immediately struck by Ben's approach to my finances, and Teresa's responsiveness and attention to detail. They made the transition to WR Wealth Planners easy - and enlightening.
Since I've been a client, Ben has continued to impress me with his willingness to listen, his thoughtful comments and his excellent advice. While no one can predict or control the market, I'm very pleased with how my nest egg has grown under Ben's careful guidance. As important, I feel valued as a client and am impressed with their proactive communication and guidance.
Ben and Teresa are a fantastic team and I'm a very, very satisfied client.

Jen D.

5/5

I highly recommend W&R and have worked directly with Ben and Carroll for a number of years and feel like family! Trusting someone to manage your money is a big decision! W&R has been an amazing group of people for me! Their financial planning and service oriented approach has retirement looking great for me with them in my corner! Very blessed to have them in my corner!

Cathy R.

5/5

I have had the privilege of working with Gina for several years. When I first started working with Gina my husband and I were newly engaged and Gina guided us through a comprehensive review of our finances, helped us define our goals, and planned for our future. Since then, we have married and welcomed a child. It is crucial for me to have a trusted advisor who supports our growth and investment needs and sits down and explains everything thoroughly to us. Gina excels in this role, making complex financial concepts accessible and manageable. Our portfolio has experienced substantial growth, and I feel confident about both me and my family's financial future. We consider ourselves fortunate to have Gina's expertise and guidance.

Erica H.

5/5

I have used Carroll and Ben as my advisors for over 20 years now and they have set me up for success. Sheryl is on top of all my needs and can answer my questions or find someone that can quickly. She provides THE best customer service and really cares about the clients and doing a good job. I would recommend WR Wealth Planners to anyone who is looking for financial advice.

Nick G.

5/5

We've been very happy with WR Wealth Planners. Paden and his team have walked us through setting up a financial plan and feel that they truly care about our lives and our goals. They have made a personalized plan to fit our needs and any time we need anything or have any questions the service is prompt and thorough

Jamie K.

5/5

I highly recommend WR Wealth Planners! Jared and Taylor are very knowledgeable and helpful. They listen and help you strive to meet your financial goals. Life can throw you random situations that can take you off your financial course but they help you find resolutions and guide you back on track! I have complete confidence in them!

Brad R.

5/5

Our family had been working closely with Gina Tedesco and we could not be happier with the sheer care and professional and advise given to our family. We will continue to work with Gina to accomplish all our goals and aspirations. I recommend Gina Tedesco to help build your future.