Wurz Financial Services - Financial Advisors for Attorneys and Law Firm Owners - Covington, KY

Financial Planners

1032 Madison Ave Suite 10005, Covington, KY 41011
(859) 291-9879
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Reviews for Wurz Financial Services - Financial Advisors for Attorneys and Law Firm Owners - Covington, KY

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  • Feb 2023

    After being referred by friends too Wurz Financial services I'm very comfortable with the decision I made to allow this group of financial advisors to manage a significant portion of my retirement funds. They were very professional and provide a personal investment plan based on market conditions, risk level assessment based on my age, and goals for the future, and what I felt might be any specific investment strategies. I recommend this group to anyone.

  • Feb 2023

    Transitioning from the military back to a civilian I knew that it would be in my best interest to find a financial planner. For my first time working with one this has been an excellent experience. I was recommended Darren Wurz and he has been the most helpful person i could have asked for. Darren has been able to provide his time, patience, and knowledge to assist me in this venture of investments. I am truly thankful and would recommend everyone to contact Wurz Financial Services.

  • Feb 2023

    I worked with Darren and had a fantastic experience. He was super helpful and answered all my questions in a way I could understand, which I really appreciated since I have no experience with investing. I highly recommend using this company if you're looking for someone you trust to help you with investing.

From Wurz Financial Services - Financial Advisors for Attorneys and Law Firm Owners - Covington, KY

We are independent financial advisors and retirement planners located in Covington, Kentucky. We specialize in wealth management for successful attorneys and retiring couples. We are fiduciary, fee-only advisors. Members of our team are Certified Financial Planners (CFP) and have advanced degrees in financial planning. We provide comprehensive financial planning including tax minimization and retirement planning. We also provide professional portfolio management using active investment strategies. In our service to attorneys and law firms, we help law firms set up and manage 401(k) and other retirement plans. We also specialize in sophisticated tax strategies for attorneys and law firm owners.

Hours

Monday: 8AM - 8PM
Tuesday: 8AM - 8PM
Wednesday: 8AM - 8PM
Thursday: 8AM - 8PM
Friday: 8AM - 4PM
Saturday: ClosedSunday: Closed

Ratings

Google Google: 5/5

Wurz Financial Services - Financial Advisors for Attorneys and Law Firm Owners - Covington, KY

1032 Madison Ave Suite 10005, Covington

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