TerraWealth - Midwest Headquarters - Crown Point, Indiana

TerraWealth - Midwest Headquarters

Address: 105 N Court St, Crown Point, IN 46307, United States

Phone: 2199150010

Website: terrawealth.com

SPECIALTIES

• Financial planner
• Financial advisor
• Financial consultant
• Insurance agency
• Investment service
• Life insurance agency

OTHER POINTS OF INTEREST

• Online appointments
• On-site services
• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible seating
• Wheelchair-accessible toilet
• Restroom
• LGBTQ+ friendly
• Transgender safe space
• Appointment required
• Appointments recommended

OPINIONS

This company has 40 reviews on Google My Business with an average rating of 4.9/5. Many clients have shared their positive experiences with TerraWealth, praising the professionalism and knowledge of their advisors. For example, one client mentioned how working with Lauren, a financial advisor, turned out to be a great decision. They found her incredibly helpful, especially in managing their 401(k)s, and appreciated her willingness to answer all of their questions. The entire process was described as seamless, and the client highly recommends TerraWealth.

RECOMMENDATION

If you are in search of a reliable and knowledgeable financial advisor or planner, TerraWealth - Midwest Headquarters is certainly worth considering. With their wide range of financial services, including insurance and investment options, they cater to various needs and preferences. Moreover, their commitment to accessibility and inclusiveness, as evidenced by their wheelchair-friendly facilities and LGBTQ+ friendly environment, sets them apart from many competitors. Considering their impressive track record and high customer satisfaction, it is highly recommended that you reach out to TerraWealth through their website or give them a call at 2199150010 to begin your journey towards financial security and success.

👍 Reviews of TerraWealth - Midwest Headquarters

Tonee E.

5/5

I was initially hesitant about using a financial advisor, but working with Lauren turned out to be a great decision. She helped us with our 401(k)s and was incredibly helpful, answering all of our questions with ease. Lauren’s professionalism, knowledge and guidance made the entire process seamless. Highly recommend!

Nina W.

5/5

Called to speak to Lauren about some things and she was so very helpful. She got right on my questions and answered every one of them. Very professional and didn't make me feel like she was hurried to get on to her next client. She is more like a close friend and family. Love dealing with Lauren & Josh, both are wonderful people.

Mary B.

5/5

I appreciate the patience Lauren & Josh have had with me, as they guided me through creating a sound Financial plan. Lauren & I had several appointments to discuss what I wanted to achieve & never made me feel rushed or pushed into anything. Now, I feel less stress and have confidence my Financial future, and I'm glad I'm not doing this alone!
They also have get togethers for clients & had a Christmas party at their office. You can't do this with a giant company, and I enjoy the fact that I feel like I'm part of "the family".

Betty O.

5/5

I have been with Josh for a few years. He and Lauren are wonderful hard working trusting people. I’ve know them both for probably 30 years. Josh is very kind hearted and is Johnny on the spot if I have a question or need. They truly look out for your best interests. And Abigail is very quick to respond when I call for anything. I highly recommend this team.

Nickolas H.

5/5

Terrawealth is loaded with consummate professionals. They are highly skilled, knowledgeable, and conduct themselves with the utmost professionalism at all times. I have worked with Joshua and Lauren and they constantly exceed expectations while staying very flexible and patient, working around MY schedule. They explain things so anyone can understand and lay out the best options for my individual situation. Highly recommend.

Abigail R.

5/5

I absolutely love working here! Our team is so supportive and the company culture really fosters growth and collaboration.
Offering financial services that genuinely help our clients achieve their goals is rewarding. I couldn't ask for a better environment or people to grow my career.

Kelly T.

5/5

I recently had the pleasure of meeting with Lauren, and she truly exceeded my expectations! She took the time to thoroughly explain my options, attentively listened to my wants and needs, and provided her professional insights, all while ensuring I felt supported and empowered to make the final decision. Her approach made the entire experience incredibly positive. I wholeheartedly recommend Lauren to anyone seeking top-notch service and genuine care!

Jose R.

5/5

Josh and Lauren are very attentive to our needs, their professionalism, attitude towards our goals and helping to map a way to get there has no comparison.