Trusted advisor. Empowering lives.
At Laurel Wealth Planning, we believe that financial planning and wealth management should be a collaborative process between you and your advisor. Our team of experienced financial advisors is committed to helping you make informed decisions about your finances, so you can achieve your goals and live the life you want.
Our Services
As a full-service, fee-only fiduciary, we offer a comprehensive range of financial planning and wealth management services. Our services include:
- Retirement planning and distribution strategies
- Investment management and portfolio rebalancing
- Tax planning and preparation
- Estate planning and wealth transfer strategies
- Insurance planning and risk management
- Charitable giving strategies
- 401(k) and other retirement plan management
Our Focus
Our focus is on building long-term relationships with our clients, based on a foundation of trust, confidence, and transparency. We believe that every client is unique, with their own goals, values, and priorities. Our role is to help you create a personalized financial plan that aligns with your needs and aspirations.
Our Team
Our team of financial advisors is dedicated to providing exceptional service and expertise to our clients. Our team members are highly qualified, with extensive experience in the financial services industry. We believe that our team's diversity and expertise are key factors in our ability to provide exceptional service to our clients.
Our Values
At Laurel Wealth Planning, we are guided by a set of core values that reflect our commitment to our clients and our profession. Our values include:
- Client care first: We prioritize our clients' needs and interests above all else.
- Honor: We do the right thing, for the right reasons.
- Fully reliable: We build confidence with our clients through our commitment to quality and reliability.
- Go the extra mile: We think beyond our role to enhance the client experience and results.
- Win-win teamwork: We are a collaborative team focused on win-win solutions.
Our History
Laurel Wealth Planning has a long history of providing exceptional financial planning and wealth management services to our clients. Our team of experienced advisors has been helping individuals, families, and businesses achieve their financial goals for over 20 years.
Our Awards and Recognition
We are proud of our awards and recognition, which reflect our commitment to excellence and our dedication to our clients. We are a recipient of numerous awards and honors, recognizing our expertise and service in the financial services industry.
Outstanding Service and Results
This reviewing company has been praised for its exceptional wealth management services, with one reviewer giving it a perfect score of 5 stars. According to the reviewer, Wendy, there are many good wealth managers in the cities, but this company stands out for its tailored services and expert knowledge.
In particular, the reviewer highlights the personalized attention and thorough understanding of the planners, who are able to answer any question and provide tailored solutions for individuals' unique financial situations. This exceptional service, combined with the comfort and confidence that comes from knowing the planners are doing their job, make this company a top choice for those seeking wealth management services.
Lack of Comparable Competitors
The reviewer notes that there are many wealth managers in the cities, but few can match the quality and expertise of this company. This sets them apart from the competition, making them an attractive option for those looking for exceptional financial services.
