Murphy Wealth Management - Valparaiso, Indiana

Murphy Wealth Management: A Comprehensive Guide

Address: 332 W US Hwy 30 # B, Valparaiso, IN 46385

Phone: 2195105069

Website: mwmfinancial.tax

SPECIALTIES

• Financial planner
• Accountant
• Financial consultant

OTHER POINTS OF INTEREST

• Identifies as women-owned
• Online appointments
• Onsite services
• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• Wheelchair accessible seating
• Restroom
• LGBTQ+ friendly
• Appointment required
• Appointments recommended

OPINIONS

This company has 20 reviews on Google My Business, with an average opinion of 5/5. Many clients express satisfaction with the knowledgeable and helpful financial advisors, such as Joe, who guide clients through financial decisions and insurance issues with persistence and clarity. Additionally, the tax specialist, Amber, is praised for her excellent work. Overall, clients feel that Joe and Amber offer a special combination of professionalism and caring, treating clients like family.

RECOMMENDATION: If you are looking for a reliable and compassionate financial planning and accounting service, Murphy Wealth Management is highly recommended. Contact them today to schedule an appointment and take the first step towards securing your financial future.

👍 Reviews of Murphy Wealth Management

Joe C.

5/5

My wife and I were recently in need of retirement and insurance advise and had to blindly pick a financial advisor. We couldn't be happier we chose MWM. Joe is very knowledgeable in finance and explains details with ease and clarity. He guided us through financial decisions and insurance problems with persistence and without complaint. An added bonus was finding Amber, a tax specialist who now does our taxes and is excellent at her job. Together, Joe and Amber are a special combination of professionalism and caring that treat clients like family. We are thankful to have found them.

Danilo

5/5

We been with Murphy Wealth Management for years and love every aspect of it. We own a tiny trucking company that requires a lot of management :). Amber is amazing at handling very little detail from explaining letters that come from IRS to implementing the plans that were created earlier.
Very professional and yet treat their clients like family. Both Joe and Amber has been helping us to straighten our finances and handling taxes . We could not done it without them for sure.
You can’t go wrong with their services and they definitely know what they are talking about .
Thank you guys for working hard so we can sleep tight at night knowing our taxes has been filed correctly 🙂 .

O N.

5/5

Can't say enough about Amber and Joe, am writing this to thank them and let other people know how they have helped me. Amber has been doing our taxes forever, through Joe had done some investing over the years, which have performed really well. After my husband passed away, I called and found that they had opened their new office in the credit union. Went to visit with concerns and was welcomed like family. They helped me through it all, tweaked my financial situation, after analyzing my needs and explaining what will benefit me. Also, told me something I did not know. I thought a will with beneficiaries keeps your home out of probate--not so. They helped me file a TOD, that now assures my heirs my home will not be tied up in probate. Could go on-and-on about this caring couple and the sincere "road less traveled" they take in helping people. With them at my side, I now have found financial tranquility and thank them so much for their friendship and all they have done for me.

Kimberly D.

5/5

I have been working with Amber & Joe for over 5 years. If you are looking for a couple that will truly find all the options that best fit your needs in life, these two will likely exceed your expectations! Every time a new life situation comes up for me, they are not only knowledgeable, but offer options and solutions. I have no doubt they have my families' best interest at heart. They have guided me on retirement plan options through changing careers and explained the reasonable path for long term care for my parents while helping me think about taking care of my family later in my life. They offer a unique service that people need more than they realize!

brent W.

5/5

Joe and Amber have been so wonderful to me and my wife. They have treated us like family would. I can't say enough positive things about them. They have helped us set up our immediate and distant future. I'm happy to call MWM part of my family.

Andrew P.

5/5

When I first opened my business 4+ years ago I was referred to MWM by a colleague. Since the inception of my company through its growth Amber and Joe have been there with us every step of the way. Their strategic financial and tax planning solutions have given me comfort for I know my company's best interests are being looked out for. I highly recommend MWM for all your business and personal needs.

Neil R.

5/5

I've known and worked with Joe and Amber for years. They have always done a nice job putting their clients needs first, but now have so much more to offer through Murphy Wealth Management. If you need help with taxes, insurance or other types of financial advise , MWM can help!

Christine M. A.

5/5

MWM isn’t just a business. It is a family business. When you speak with them, you are not a client you become one of the MWM family. I have been a client since the early sudden death of my husband 5 years ago and I would have never made it through all the financial decisions and red tape without them. Since then they have helped with everything from taxes to planning for my daughter’s college hopes and my retirement. If you are looking for a financial advisor that will go the extra mile and truly cares about you and your family’s needs call Murphy Wealth Management. Become a part of the family,