Lynchburg Wealth Management - Lynchburg, Virginia

Address: 1511 Enterprise Dr F2, Lynchburg, VA 24502, United States.
Phone: 4345150380.
Website: lynchburgwealth.com
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 6 reviews on Google My Business.
Average opinion: 4.3/5.

📌 Location of Lynchburg Wealth Management

Lynchburg Wealth Management 1511 Enterprise Dr F2, Lynchburg, VA 24502, United States

☎️4345150380

⏰ Open Hours of Lynchburg Wealth Management

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

Lynchburg Wealth Management

Lynchburg Wealth Management, located at 1511 Enterprise Dr F2, Lynchburg, VA 24502, United States, is a premier financial planning firm dedicated to helping individuals and families achieve their financial goals. With a phone number of 4345150380 and a website at lynchburgwealth.com, they offer a range of services to meet their clients' unique needs.

Services and Specialties

Financial planning

Additional Information

Wheelchair-accessible parking
Wheelchair-accessible entrance
Wheelchair-accessible restroom
Restroom available
Appointments recommended

Reviews and Testimonials

Lynchburg Wealth Management has received positive feedback from its clients, with an average rating of 4.3 out of 5 stars on Google My Business. One satisfied client, John, praised the personalized financial plan created by the firm, stating that it provided them with a greater sense of financial confidence and peace of mind. The client also commended the firm's responsiveness and patience in addressing their questions.

Another client expressed gratitude for the firm's ability to explain financial concepts in a clear and understandable manner, making them feel more empowered in their financial decisions. These testimonials highlight Lynchburg Wealth Management's commitment to providing personalized, high-quality financial planning services to its clients.

👍 Reviews of Lynchburg Wealth Management

Lynchburg Wealth Management - Lynchburg, Virginia

Adrianna S.

5/5

John created a personalized financial plan for us and explained it in such a way that we feel so much more confident about making financial choices going forward and about the direction we are heading. My husband and I are generally financially literate people and debated using a financial planner to begin with. We are SO glad we decided to go to John. The peace of mind knowing we received solid financial advice and understand our options is priceless. John is very responsive and answered our endless list of questions with patience and wisdom. HIGHLY recommended!

Rebecca M.

5/5

John makes me feel very comfortable working with him. He does a great job sitting down and finding out what your finacial goals are whether retirement, investment or otherwise. He takes a personal approach and is not pushy or over the top. Since he is a fuduciary he only makes money when you make money which lets you know he has your best interest in mind and is not just trying to sell you something just to make money.

Benjamin M.

5/5

My wife and I were on the search for an unbiased financial advisor about a year ago, and I'm SO glad we found Lynchburg Wealth Management!

Here's what I love about working with John:
* He's highly organized
* He cares about creating a great customer experience
* He's an unbiased fiduciary, so he isn't selling you a product
* His pricing model is VERY reasonable and isn't a conflict of interest
* He geeks out about all financial stuff so I don't have to
* He gets both the math and psychology of money management
* He proactively checks in on me, my family, and my goals

I can't say enough good things about LWM. If I could give 6 stars I would!

Lisa S.

5/5

John is very knowledgeable and gives great advice to a small investor as myself, as well as those that are very financial capable!!! He looks out for EVERYONE!!!

Brian G.

1/5

The owner of this establishment is a hateful person who has had a negative impact on our community.

Suzanna D.

5/5