About WPG Financial Group
Reviews for WPG Financial Group
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Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
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WPG Financial Group is dedicated to simplifying complex financial situations and providing clients with peace of mind. Clients appreciate the outstanding service and responsiveness of the team, who genuinely care about their financial well-being. With a proactive approach, WPG keeps clients informed about market changes and tailors solutions to meet individual needs. Many clients have enjoyed long-term relationships with WPG, citing successful portfolio management and alignment with their retirement goals. Overall, WPG Financial Group is recognized for its sound financial advice and commitment to client satisfaction, making it a trusted choice for financial planning and investment.
My family has been with WPG and it's predecessor for 25+ years. They have coached me through market lows, and tempered me through market highs. Through it all, they have always been there to make sure my family is financially well taken care of. Steve Gessner and Nicole are two of the nicest people we know. Highly recommend letting the WPG team tell you how to be successful with your money, no matter the amount.
Personable, smart, and strategic, this firm has grown my accounts with precision and efficiency. They treat clients with care and respect. Patrick has gone above and beyond, referring me to services that manage other parts of my financial portfolio and is very market-savvy.
My experience with WPG Financial has been nothing short of exceptional. What truly sets this firm apart is their personalized and holistic approach. I was strategically placed with Patrick Bollinger, my financial advisor, who didn't just look at numbers; he took the time to understand my life goals, my risk tolerance, and what truly meant the most to me and my family. Patrick took the time and translated complex financial topics into clear, understandable language, which built a relationship of immense confidence and trust.
My results have been significant. I have a clear, actionable plan for my future, and I feel more confident and secure than ever. The team’s...read full review