Unified Wealth & Retirement Planning - Fort Wayne, Indiana

Unified Wealth & Retirement Planning

Located at 1910 St Joe Center Rd STE 45, Fort Wayne, IN 46825, Unified Wealth & Retirement Planning is a highly regarded financial services firm that specializes in helping individuals and families achieve their financial goals through comprehensive wealth and retirement planning.

Key Features and Services

• Financial advisor
• Insurance agency
• Investment service
• Tax preparation service

Accessibility and Amenities

• Wheelchair accessible entrance
• Wheelchair accessible parking lot
• Wheelchair accessible restroom
• On-site parking

Testimonials and Reviews

With an impressive 5/5 average rating based on 17 reviews on Google My Business, Unified Wealth & Retirement Planning has garnered a stellar reputation for its exceptional service and expertise. One client attests that Marsha, a key advisor at the firm, has been a "wonderful asset" to their investment planning for over 9 years, consistently demonstrating knowledge, professionalism, and a timely response to inquiries. This level of dedication and trust has led the client to recommend Marsha to others.

Unified Wealth & Retirement Planning is committed to providing personalized, comprehensive financial guidance to help clients secure their financial future. Their experienced team of advisors works closely with clients to develop tailored strategies for wealth management, investment planning, and retirement preparation.

Contact Information

Phone: 2603382379

Website: unifiedwealthplanning.com

Final Recommendation

If you are seeking a reliable and knowledgeable financial advisor to guide you through the complexities of wealth and retirement planning, look no further than Unified Wealth & Retirement Planning. With their proven track record, commitment to accessibility, and exceptional client testimonials, this firm is well-positioned to help you achieve your financial goals. We highly recommend contacting them via their website to schedule a consultation and begin your journey towards a secure financial future.

👍 Reviews of Unified Wealth & Retirement Planning

kathy H.

5/5

We have been with Marsha for over 9 years and she has been a wonderful asset to all of our investment planning. During this time she has answered all of our questions and in a timely manner. She has worked very hard for us. Because of her knowledge and someone you can trust we recommend her to all.

Joseph M. J.

5/5

My wife and i have been with Marsha for at least 10 years. She is very upfront and thorough. She has very various ways on how to invest our money in ways that we benefit our specific needs. We couldn’t ask for anything more from her because she truly cares. We have never been left with the feeling that we are just another client. The Lord has a plan for all of us and we know that God put Marsha in a life to help us.

David L.

5/5

Marsha is the best! She listened to my retirement goals and developed a sound plan. She answered all my questions and explained how the plan would work for me. She stays in contact and advises if any adjustments should be made. Marsha makes you feel like you're her most important client. I would 100% recommend Marsha as your retirement/financial planner!

Tammy B.

5/5

My mom and I have been with Marsha for a long time. She goes above and beyond to help her clients. I honestly don't know what I would have done without her. I believe anyone that she accepts is very lucky. So I myself would recommend Marsha as a credible and hard working for her people. Thanks Marsha I appreciate you 😊

Tracy P.

5/5

Marsha is a blessing!
Willing to help every step of the way!
She is “Our Rock” when it comes to our finances. If it wasn’t for her, I am not quite sure where we would be. We feel very very safe with Marsha and very very fortunate to be working with her!
God Bless!
Michael Hoeft and Tracy Peden-Hoeft

Don M.

5/5

Marsha is very knowledgeable and accessable. She has been helping us for more than 10 years. She is friendly and tries really hard to help you understand what you need and want. She is a pleasure to work with.

Holly D.

5/5

We love working with Marsha! She impressed us right off with her knowledge of financial products. She has helped ease us into retirement and gave us such peace of mind and trust in an investment advisor. Wish we had met her years ago. We highly recommend her to all our friends and anyone needing financial advice in plain understandable language.

Eurekaman T.

5/5

Marsha has been my financial advisor for 10 years. It would not have lasted to 10 years had she not shown exemplary ability, skill, and performance. I was impressed with her knowledge from the time of our first (public) encounter, and that hasn't changed. One of the most admirable things, to me, is that if I have a question, she NEVER will hem and haw, illustrating that she really doesn't know the answer, nor has she ever said "I'll get back to you on that". I'm so very pleased to have her at my service.