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Wealth Accel
- Financial Services
- Centerville, OH
About this business
Wealth Accel is an independent, fee-only, wealth management firm that provides investment management and financial planning services to individuals and families. We work with our clients over the phone and at our local office in Dayton, Ohio. Wealth Accel specializes in developing transition plans for individuals nearing retirement, starting a new job, launching a new business, or going through another type of pivot point in their life.
Location details
10534 Success Ln, Ste D, Centerville, OH, 45458, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I worked with Matt Will at another fee-only financial planning firm and he demonstrated extreme passion, care and experience in helping clients reach their retirement, education and other important goals. He came to the firm after earning his Certified Financial Planner with Fidelity, then seeking a better way to serve clients holistic needs on a fee-only, fiduciary and independent approach. If you live near Dayton, Centerville, or surrounding areas north of Cincinnati, Ohio, you should contact Matt for an unbiased and thoug... read more
We started working with Wealth Accel because we wanted a fee only adviser we could trust. We had several different areas we were seeking advise on, and our experience more than exceeded our expectations. The process was thorough, well designed, and left us feeling very glad with our choice. Whether you are just starting your financial strategy, or looking to make sure you are going down the right path, you won't regret trusting Wealth Accel.
Our number one goal for selecting a financial planer was trust, which we found at Wealth Accel. They are a small firm that truly has the clients best interest in mind. It was great working with a firm who is not focused on selling bogus products and one that gave my family and I excellent service, even though we are not millionaires.
Frequently asked questions about Wealth Accel
How is Wealth Accel rated?
Wealth Accel has a 5 star rating with 3 reviews.
When is Wealth Accel open?
Wealth Accel is closed now. It will open tomorrow at 9:00 a.m.
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