Wellinvest Partners - Merrillville, Indiana

Address: 253 W 80th Pl, Merrillville, IN 46410, United States.
Phone: 8557911707.
Website: wellinvest.net
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Restroom, Appointments recommended, Free parking lot, Free street parking, On-site parking.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 3.7/5.

📌 Location of Wellinvest Partners

☎️8557911707

⏰ Open Hours of Wellinvest Partners

Monday: 8:30 am–4 pm
Tuesday: 8:30 am–4 pm
Wednesday: 8:30 am–4 pm
Thursday: 8:30 am–4 pm
Friday: 8:30 am–4 pm
Saturday: Closed
Sunday: Closed

Wellinvest Partners, located at 253 W 80th Pl, Merrillville, IN 46410, United States, is a prominent financial planning firm that has been serving clients with exceptional service and expertise. Their phone number is 8557911707 and their website can be found at wellinvest.net.

The firm specializes in financial planning, offering a wide range of services to help individuals and businesses achieve their financial goals. Some of the key specialties and points of interest at Wellinvest Partners include a wheelchair-accessible car park, wheelchair-accessible entrance, wheelchair-accessible seating, wheelchair-accessible toilet, and gender-neutral toilets. Additionally, the firm offers restroom facilities and appointments are recommended. Clients can also take advantage of free parking lot, free street parking, and on-site parking options.

Wellinvest Partners has received 3 reviews on Google My Business, with an average opinion rating of 3.7/5. These reviews highlight the firm's commitment to providing personalized financial planning services and its dedication to helping clients achieve their financial objectives.

For those seeking a reputable financial planning firm with a strong focus on client satisfaction and accessibility, Wellinvest Partners is an excellent choice. Their comprehensive range of services, coupled with their commitment to accessibility, makes them a top contender in the field. To learn more about their services or to schedule an appointment, visit their website at wellinvest.net or contact them directly at 8557911707.

👍 Reviews of Wellinvest Partners

Wellinvest Partners - Merrillville, Indiana

DaniB8S

1/5

My parents set up a little financial stability for my sister and I. And we were probably not the most acomading clients but my parents trusted the Kashani's. We have both relocated out of state and they dropped us like a bad hat. With no help, service "Dropped Immediately!"I wouldn't trust them with my $ or your money if they're gonna bail when you needed someone.

John P.

5/5

I have known the Kashani
family on a personal and business level for over 30+ years. My mom trusted them with all her lifes savings. As I got older and able to start financial planning and investing, there was no question who was going to manage and advise me along my financial future of financial independence. If you dont know this company is a fiduciary which is a person or organization that acts on behalf of another person or group of people. Fiduciaries have a legal or ethical relationship of trust with their clients. They are bound by law and ethics to act in the best interests of their clients. Ahmad and Cameron have been such a part of my life that they were invited to my wedding and attended. When my mom passed away, they handled her affairs extremely professional and also attended her services. What other company would do that? That shows how much they care for their clients. After getting married and having 2 kids. The wife and both kids have also been successfully investing with them as well. So they have been managing our wealth for 3 generations. Not to mention all the other friends and other family members who we refered and trusted Kash Financial too. Not one of those clients regret investing with them and they wish I would have told them sooner! If you are looking for extremely knowledgeable financial planners and investors, you can trust these guys to educate and help you build wealth and generational wealth for your family. I wouldn't think of investing with any other company.

A W.

5/5