Turquoise Wealth Management - Lafayette, Indiana
Address: 300 Main St #401, Lafayette, IN 47901.
Phone: 656377920.
Website: turquoisewm.com
Specialties: Financial planner, Investment service.
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, Transgender safespace, Appointment required, Appointments recommended.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Turquoise Wealth Management
⏰ Open Hours of Turquoise Wealth Management
- Monday: 9 AM–4:30 PM
- Tuesday: 9 AM–4:30 PM
- Wednesday: 9 AM–4:30 PM
- Thursday: 9 AM–4:30 PM
- Friday: 9 AM–4:30 PM
- Saturday: Closed
- Sunday: Closed
Turquoise Wealth Management
Turquoise Wealth Management, located at 300 Main St #401, Lafayette, IN 47901, is a reputable and specialized financial planning and investment service company that has been serving clients with dedication and expertise. The company is owned by a woman and offers a range of services tailored to meet individual needs, ensuring a personalized approach to wealth management.
Specialties and Services
Turquoise Wealth Management specializes in two main areas: financial planning and investment services. Their team of professionals works closely with clients to understand their goals and create a comprehensive strategy to achieve financial success. They offer a range of services, including:
- Financial planning
- Investment services
Other Points of Interest
In addition to their specialties, Turquoise Wealth Management also offers several other points of interest that make them a standout choice for clients seeking financial guidance. These include:
- Online appointments
- Onsite services
- Wheelchair accessible entrance, parking lot, and restroom
- LGBTQ+ friendly and transgender safe space
- Appointment required, with appointments recommended
Opinions and Reviews
Turquoise Wealth Management has received excellent reviews, with a 5/5 average rating based on 4 reviews on Google My Business. Clients appreciate the comprehensive approach taken by the company, as well as the friendly and professional environment. One client noted that the staff "really take into account your entire picture," including management, investing, risk management, and protecting investments. Another praised the team for their caring attitude and treating clients like family.
The combination of a personalized approach, expertise in financial planning and investment services, and a welcoming environment make Turquoise Wealth Management a top choice for those seeking a reliable and trustworthy wealth management firm.
Contact Information
For more information or to schedule an appointment, please visit their website at turquoisewm.com or contact them directly at 656377920. You can also find them at their physical location at 300 Main St #401, Lafayette, IN 47901.
Final Recommendation
If you are searching for a knowledgeable and caring wealth management team, look no further than Turquoise Wealth Management. With their commitment to personalized service, expertise in financial planning and investment services, and dedication to creating a welcoming environment for all clients, they are undoubtedly a top choice for anyone seeking to manage their wealth successfully. We highly recommend contacting Turquoise Wealth Management today to learn more and take the first step towards achieving your financial goals. Visit turquoisewm.com or call 656377920 to get started.
👍 Reviews of Turquoise Wealth Management
