Wurz Financial Services

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Description

  • For three generations, we have been improving people's lives through the power of planning. We believe that careful planning leads to courageous living. Our mission is to inspire people to think bigger, chase their dreams and lead lives of courage. We do this by helping people to create a comprehensive long-term strategy for financial stability and well-being that will support their deepest desires and most treasured goals. We then build and monitor an investment portfolio for our clients that aligns with their long-term strategy. We maintain a close, long term relationship with our clients to walk with them through good and difficult times and empower them to make informed financial decisions that will lead to successful outcomes. We're committed to meeting with our clients annually to evaluate and update their financial strategy as needed. We make sure everything we do honors the unique financial needs of our clients, from our commitment to the highest degree of professional guidance, to the way we engage with our clients and community. We believe in providing world class personal service. In a digital age that has become robotic and impersonal, we still do business the good old fashioned wayface to face. Our services include investment planning, retirement planning, social security planning, estate planning, life insurance planning, college savings, health insurance and small business services. To enable our clients to meet their goals, we offer products and services from a wide range of companies. As an independent firm, we have the flexibility and freedom to provide an unbiased approach. Securities offered through Fortune Financial Services, Inc., member FINRA / SIPC. Wurz Financial Services and Fortune Financial Services, Inc. are separate entities.
  • location

    Headquarters:200 West Pike Street Suite 100, Covington, Kentucky, United States

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  • Wurz Financial Services phone

    Phone Number: +1 419-867-0542

  • Wurz Financial Services website

    Website: https://www.wurzfinancialservices.com

  • Wurz Financial Services employees

    Employees:5

  • Wurz Financial Services revenue

    Revenue:$0 - 1M

  • Wurz Financial Services legal name

    Legal Name:Wurz Financial Services

  • Wurz Financial Services's Social Media

    Wurz Financial Services linkedin
  • done Is this data correct?
  • |  NAICS Code: 524210  |

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Person level website identification

Co-Owner And Wealth Planner for Wurz Financial Services

Darren Wurz

Co-Owner And Wealth Planner

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Darren Wurz

Co-Owner And Wealth Planner

Frequently Asked Questions regarding Wurz Financial Services

  • Where are Wurz Financial Services's Headquarters?

    Wurz Financial Services's Headquarters are in 200 West Pike Street Suite 100,Covington,Kentucky,United States

  • What is Wurz Financial Services's phone number?

    Wurz Financial Services's phone number is +1 419-867-0542

  • What is Wurz Financial Services's official website?

    Wurz Financial Services's official website is https://www.wurzfinancialservices.com

  • What is Wurz Financial Services's Revenue?

    Wurz Financial Services's revenue is $0 - 1M

  • What is Wurz Financial Services's NAICS code?

    Wurz Financial Services's NAICS code is 524210

  • How many employees are working in Wurz Financial Services

    Wurz Financial Services has 5 employees

  • What is Wurz Financial Services's Industry?

    Wurz Financial Services is in the industry of Financial Services

  • Who is Wurz Financial Services's Co-Owner And Wealth Planner?

    Wurz Financial Services's Co-Owner And Wealth Planner is Darren Wurz

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