Valley Group Wealth Management - Terre Haute, Indiana

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Valley Group Wealth Management

Valley Group Wealth Management, located at 7205 IN-46 B, Terre Haute, IN 47802, stands out as a premier financial planning service with a strong emphasis on personalized client care. The firm, accessible via phone at 264-55008, offers a range of services including online appointments and onsite consultations, making it convenient for clients with varied schedules. With a commitment to inclusivity, Valley Group Wealth Management ensures that their facilities are wheelchair accessible, complete with accessible parking and restrooms.
Specialties: The firm specializes in financial planning, particularly through the expertise of financial planners like Ron Hodge and Alex Allen, who have been praised for their knowledgeable approach and client-centric strategy.
Services Offered: Clients can expect a comprehensive financial planning experience, from retirement account setups to general wealth management advice. The firm's online presence is robust, with a website at myvalleygroup.com providing additional resources and appointment scheduling options.
Appointment Information: While appointments are required, the firm recommends scheduling in advance to ensure personalized service. This approach demonstrates their commitment to giving each client the attention they deserve.
Customer Reviews: The firm has garnered positive attention, with one review on Google My Business highlighting an exceptional experience with Ron Hodge and Alex Allen. Clients appreciate the no-pressure environment, personalized service, and the team's genuine care for their clients' financial well-being. The average opinion on Google is a commendable 5/5, reflecting the high level of satisfaction among Valley Group Wealth Management's clientele.
Additional Points of Interest: The firm's commitment to accessibility extends beyond their inclusive facilities. They offer both online appointments and onsite services, catering to the diverse needs of their clients. The wheelchair accessible entrance, parking lot, and restroom ensure a welcoming environment for everyone.

Recommendations for Prospective Clients: For those considering financial planning services, Valley Group Wealth Management offers a secure, personalized, and accessible option. Their online resources are particularly useful for clients who prefer to research or prepare ahead of their visit. The requirement for appointments, while standard, ensures that clients receive the undivided attention of the financial planners.
Key Features:

• Expert Financial Planning: Specializing in comprehensive financial strategies tailored to individual goals.
• Accessible Services: Facilities designed to accommodate all clients, including those with disabilities.
• Highly Rated: Consistently receiving top ratings, indicating customer satisfaction and trust.
• Online Presence: Providing convenient digital resources and appointment scheduling.
• Personalized Approach: Financial planners take the time to understand and address the unique needs of each client.

Summary: Valley Group Wealth Management provides exceptional wealth management services in Terre Haute, IN, with a focus on personalized care, accessibility, and expert financial planning. Their commitment to inclusivity and high client satisfaction is evident in their positive reviews and ratings.

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"summary": "Valley Group Wealth Management offers personalized financial planning services with a focus on accessibility and client satisfaction, as reflected in their high ratings and positive reviews.",
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👍 Reviews of Valley Group Wealth Management

Lori H.

5/5

I worked with Ron Hodge and Alex Allen to set up and manage a retirement account through Raymond James. They gave me knowledgeable, practical expertise that helped me set up the right plan for my goals and values. They care about their clients and it shows. No pressure, personalized service, and just very good people. Highly recommend!