Our Financial Planning Firm Mission Statement
Wesselt Capital Group specializes in developing quality relationships with our clients by providing coordinated financial solutions designed to help them reach their personal and business goals.
Our objective is to help you, your family and/or your business prepare for a secure financial future. To accomplish this, we take a step-by-step approach to personal and business planning designed to help you identify and address your unique goals. Together, we evaluate your current financial situation, determine your future financial objectives, then implement a strategy to help you reach them. We then provide ongoing reviews of your plan to make sure it continues to keep up with any changes in your life.
We have a dedicated, loyal and experienced staff to assist you, and we are committed to providing uncompromising service choices.
Our office is open 7 days a week to serve you. We pride ourselves in being flexible enough to meet the needs of our busiest clients.
Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
Testimonials from our Financial Planning Firm Clients
I appreciate you listening and truly caring about what was said and how I felt. I was honored that you shared some of your tough life stories with us, it is a true testament to how much you really do care for the people you serve.
One thing I know for certain is that because of you, my family will be okay. And with so much going on right now, it’s a relief to not have to worry about that.
Just wanted to say thank you for all the extra time you took with us. You know that I always enjoy seeing you, but for us to have you as a sounding board for these things means a lot. So again, thank you for being one part planner, one part counselor.
We truly appreciate the time, effort and expertise. We know we’re in good hands!
Reviews from Google Users: