Retirement Planning. Investment Management.

CONNECT

Address:

6904 Springvalley Drive Suite 301
Holland, OH 43528

Phone:

888-510-2362

Fax/Other:

888-510-2362

About Our Firm - Wurz Financial Services


What's Unique About Us?Wurz Financial Services

We work with people who want more than just a statement every month. Our clients want strategies that will help them make the right decisions at every stage of their journey.

When we first sit down with you we take a deep dive into where you are now, where you want to be five years from now, ten years from now, and beyond. We'll explore all your future needs and goals from basic necessities to goals and dreams like helping the grandkids with college and carefully evaluate your ability to meet those goals. Then, together, we'll sit down to design a strategy that feels good to you. We don't just tell you what to do. We'll work with you to create an organized and simplified plan that will give you confidence and peace of mind.

Do you want to hear from us every month? No problem. Once a quarter? Sure. Once a year? That's fine!

But we'll be watching over your portfolio and retirement plan full time. And we'll be there to answer your questions when the market does something unusual. We're committed to providing our clients with unparalleled, best-in-class service.

  • We'll stay in touch frequently.
  • We'll alert you when it's time to make a change.
  • We'll answer your calls.
  • We'll return your emails.

We've been the trusted guides in the journey to a comfortable retirement for our clients for over 30 years. And we're not going anywhere. As an independent firm, we'll put your interests first and we'll be there to answer your questions when you need help.

Do you want to explore becoming a Wurz Financial client?

Schedule a no obligation consultation and together let's find out if we're the right people for you to depend upon during your journey to a comfortable retirement. Our toll-free number is 888-510-2362. Or click on "contact us" at the top to send us a message.

Learn about our retirement planning process

Meet The Wurz Family

Wurz Financial Services

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck