About Wheeler Financial Planning Roseville
Reviews for Wheeler Financial Planning Roseville
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Wheeler Financial Planning Roseville provides knowledgeable and resourceful guidance in many areas of financial life, including life insurance and retirement planning. The service is described as responsive, kind, respectful, and patient, moving at a comfortable pace for each client. They are good at listening to individual goals and questions, providing many options and additional resources without pressure. Clients appreciate help in understanding the big picture and breaking finances into manageable, lifelong plans. The planner is prompt in responding to questions, organizes discussions neatly into summaries, and provides helpful follow-up. Expertise in retirement budgeting and long-range planning is highlighted, always keeping the client's best interests in mind. The business is noted for being personable, not part of a large corporate conglomerate, and genuinely caring about clients. Many reviewers state they will happily and highly recommend Wheeler Financial Planning Roseville.
This review is long overdue! I've been working with Wheeler Financial Planning Roseville for about a couple of years. He's very knowledgable and resourceful within the many areas of financial life including life insurance. I always appreciate James' guidance and insights as I think about retirement. Honestly, he make this process enjoyable which is not always easy to do. Thanks for all that you do and helping us with our retirement goals!
James is very knowledgeable and was really good at listening to my questions about my financial goals and then providing many options and additional resources to help our family! I did not feel pressured and I understood the logic behind the decisions I ended up making.Financial planning can be daunting! James helped me understand the big picture of my overall finances and helped me break it down into bite-size tasks that are not just a temporary solution, but a lifelong plan.James is so kind, respectful, and patient! He moved at a pace that was comfortable to me and organized everything we discussed neatly into a summary email. He also followed up later in the week! He is prompt at responding to any additional questions!I will happily recommend anyone to Wheeler Financial Planning Roseville!
5 Star service! Highly recommend James. He is responsive and cares about your individual goals and concerns. He helped us long range plan our retirement after we purchased our 2nd local business in Roseville and was available to guide us with follow up questions and concerns. His knowledge of retirement budgeting is second to none and he always kept our best interest and goals in mind. Wheeler Financial Planning Roseville is great, highly recommend!