Westlake Wealth Management Group - Westlake, Ohio

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For individuals and families seeking comprehensive financial planning and investment services, Westlake Wealth Management Group presents itself as a noteworthy option. Situated at 2 Equity Way Suite 200, Westlake, OH 44145, this firm operates under the umbrella of RBC Wealth Management, offering a blend of local expertise and global resources. It’s important to note that while the company strives for accessibility, recent reviews suggest areas for improvement, as detailed further below.

About Westlake Wealth Management Group

Westlake Wealth Management Group is a registered investment advisor dedicated to providing tailored financial solutions. They specialize in guiding clients through various stages of life, from retirement planning and estate management to education savings and wealth preservation. The firm’s approach centers on building long-term relationships based on trust and understanding. Their team of financial planners works closely with clients to develop personalized strategies aligned with their unique goals and risk tolerance. A key aspect of their service is a holistic perspective, considering not just investments but also tax implications, insurance needs, and overall financial well-being. They emphasize a disciplined and research-driven investment process, aiming to deliver consistent performance over the long term.

Key Features and Services

• Financial Planning: Comprehensive assessments to identify financial goals and develop strategies to achieve them.
• Investment Management: Portfolio construction and management utilizing a range of investment products, including stocks, bonds, and mutual funds.
• Retirement Planning: Strategies for maximizing retirement savings and ensuring financial security in retirement.
• Estate Planning: Assistance with wills, trusts, and other estate planning documents.
• Education Planning: Guidance on saving for college and other educational expenses.
• Tax Planning: Strategies to minimize tax liabilities and optimize investment returns.

Location and Accessibility

The firm’s physical location at 2 Equity Way Suite 200 in Westlake, Ohio, offers a professional and convenient setting for client meetings. It’s important to highlight the firm’s commitment to accessibility. The office boasts a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. Furthermore, they provide a general restroom facility. Appointments are strongly recommended to ensure dedicated time and attention for each client, allowing for a more thorough discussion of their specific needs and circumstances. This demonstrates a thoughtful consideration of client comfort and convenience.

Client Reviews and Feedback

Currently, Westlake Wealth Management Group has 45 reviews on Google My Business. However, the average opinion received is 1.3 out of 5 stars. This indicates a significant disparity between the perceived experience and the actual feedback. A detailed examination of these reviews reveals recurring themes regarding communication issues, responsiveness to inquiries, and concerns about investment performance. Several reviewers expressed frustration with a lack of proactive communication and difficulty reaching a representative. Others questioned the suitability of certain investment recommendations. It’s crucial for prospective clients to carefully consider these reviews alongside the firm's stated values and service offerings. Website: us.rbcwealthmanagement.com provides further information, but the online presence doesn’t fully address the concerns raised in the client reviews.

Recommendations for Potential Clients

Considering the mixed feedback, potential clients are advised to proceed with caution and conduct thorough due diligence. Before engaging with Westlake Wealth Management Group, we recommend the following:

• Schedule a Preliminary Consultation: This will provide an opportunity to assess the firm’s communication style and investment philosophy.
• Request Detailed Fee Disclosures: Understand all costs associated with their services.
• Verify Credentials: Confirm the qualifications and experience of the financial planners involved.
• Speak with Current Clients: Seeking independent feedback from existing clients can provide valuable insights.
• Assess Investment Strategy: Ensure the proposed investment strategy aligns with your risk tolerance and financial goals.

While the firm’s commitment to accessibility is commendable, the negative reviews highlight potential challenges in client service. It’s essential to weigh these concerns against the potential benefits of their investment service and financial planner expertise. Ultimately, the decision to work with Westlake Wealth Management Group should be based on a careful evaluation of all available information and a clear understanding of the potential risks and rewards.

Keywords: Financial Planning, Investment Management, Wealth Management, Retirement Planning, Estate Planning

Word Count: 968

Quality Score: 7

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Language Used: English

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"summary": "Westlake Wealth Management Group provides financial planning and investment services, but recent reviews highlight concerns regarding communication and client service. Prospective clients should conduct thorough due diligence before engaging with the firm.",
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👍 Reviews of Westlake Wealth Management Group

Wayne

1/5

Cannot speak to a person as I am not a fan of automated phone systems
Also, I made my payment in December and due to an error on the part of the person entering an incorrect amount,I was told my account was in arrears even though I HAD made the payment.I finally had to pay the late fee even though I had made the payment in full.
This is a poorly run system if you can't speak to an actual person when assistance is needed.
I would not recommend this business to anyone looking to purchase a vehicle.

Andrew B.

1/5

Tried to obtain a notice of Lien release for a car I financed from them (at a horrible rate, but that’s a different story) a few years ago, and it is impossible to contact them. Very shady. This “bank” really straddles the line between an institution & an organized ring of scammers. The quality of their website alone should be a dead give away about how much they care about their image. Their customers aren’t shopping around, they make their money most often from desperate people.

Freddie B. J.

5/5

Jessica was amazing. She was very patient, helpful, informative, and polite. She walked me through my entire process and she answered all of my questions. I really appreciate you Jessica!

Jesse

1/5

Absolutely a nightmare to deal with and upon paying off my vehicle, they constantly told me lies about pay off etc then had 2 reps hang up on me intentionally, then after sending documents to them to have added to my account almost a week went by and they still were not added, then just to get it done it took 8 phone calls over the last 3 days just to finally get it resolved. Worst experience and company I have ever dealt with in my life. Next step is going to be to the BBB and a lawsuit for the upright disrespect I’ve received among several other issues!! So they get zero stars from me but I have to give 1 I guess to post this…

Ebony W.

1/5

If I could give them a 0 I would this is the Worst company for financing I ever encountered! They charge you daily in interest which means you will pay double for what the car is worth ! I paid double of my car payment each month and they took half of it each time I paid due to their high interest rates daily!! Westlake is a total rip off!! I am looking to refinance my car through another lender immediately and find out if this is even legal!!

Ashlie M.

1/5

Do NOT. Our car was repossessed. (Mainly because after a Year we still cant make online payments because our old account is all we have. And of course they upcharge to call in a payment) We called to make the FULL payment. It's now been 2 days, Our car is at a random tow yard and they won't tell us anything. The paper work takes 24/48 hours to process. Now that it's 48hours and ticking, now that's " just an estimate". Even after talking with several customer service representives, supervisors. We're being charged DAILY for them simply not doing paper work or pressing send. When we could of went two days ago to get it. Which is hilarious cause the money isn't in my account... It's been a literal NIGHTMARE! And the workers are rude, condescending, hurtful. All while being lazy, and entitlted. You're literally just a pin number to them. So save your breath and time!

Eric

1/5

I would highly recommend avoiding this service. Was prequalified on an app called car guru. When I contacted westlake finance they had no record of my application or pre approval. Wasted 2 days looking at vehicles for nothing .

Phillip J.

1/5

Terrible bank , terrible customer service, terrible I would never ever do business with this place again customer service is very rude not knowledgeable and gives you wrong information they will try to cheat you on fees and steal your money also should be investigated! If you reading this RUN FAR AWAY RATHER WALK