DePaul Wealth Management - Lynchburg, Virginia

DePaul Wealth Management

DePaul Wealth Management is a renowned financial services firm located at 3728 Old Forest Rd, Lynchburg, VA 24501, United States. The company specializes in providing comprehensive financial planning, investment services, life insurance, and stock brokerage solutions to its clients. They are committed to helping individuals and businesses achieve their financial goals through personalized advice and tailored strategies.

The firm's team of experienced professionals is dedicated to delivering exceptional service and support, ensuring that their clients feel confident and secure in their financial future. With a focus on building long-term relationships based on trust and transparency, DePaul Wealth Management has earned a stellar reputation in the industry.

In addition to their on-site services, the company also offers the convenience of online appointments, making it easy for clients to access expert advice whenever needed. The office is equipped with wheelchair-accessible facilities, including a parking space, entrance, and toilet, ensuring that it is accessible to all.

DePaul Wealth Management has received glowing reviews from its satisfied clients. On Google My Business, the company boasts an impressive average rating of 5/5 based on 3 reviews, a testament to the exceptional service and results they consistently deliver.

Address: 3728 Old Forest Rd, Lynchburg, VA 24501, United States
Phone: 4343851340
Website: depaulwealthmanagement.com
Specialties: Financial planner, Investment service, Life Insurance Agency, Stock broker
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5

👍 Reviews of DePaul Wealth Management

cory B.

5/5

When I moved to Lynchburg, I wanted to transfer my retirement plan to someone in the area, and had heard good things about Depaul Wealth Management. He immediately put me at ease, and we spoke about how risky or safe I wanted to be, and recommended some things to do. I felt like he was shooting straight with me, not just after a dollar, but sincerely had my best interests in mind. Fast forward 2 years, and my portfolio is 25% higher, and I now consider Christian a friend. I can't say enough about the professionalism and respect that he deals out daily. I would suggest that everyone reach out to him, even if just for advice.

Jen H.

5/5

You can not ask for a better guy to handle your financial needs. Christian is very outgoing and knowledgeable, he will make sure your investments are sound with integrity.

PLUMB M.

5/5

Best around !!! Very knowledgeable and professional !!!!