OneAscent Wealth Management - Birmingham, Alabama
Address: 23 Inverness Center Pkwy Suite A, Birmingham, AL 35242, United States.
Phone: 2053139142.
Website: oneascentwealth.com
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of OneAscent Wealth Management
⏰ Open Hours of OneAscent Wealth Management
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
OneAscent Wealth Management: Your Trusted Financial Partner in Birmingham, AL
OneAscent Wealth Management, located at 23 Inverness Center Pkwy Suite A, Birmingham, AL 35242, United States, is a renowned financial services firm dedicated to helping individuals and businesses achieve their financial goals. With a phone number of 2053139142 and a website at oneascentwealth.com, they offer a wide range of services including financial planning, consulting, and investment solutions.
Specialties: Financial planner, Financial consultant, Investment service.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business. Average opinion: 5/5.
OneAscent Wealth Management takes a personalized approach to financial planning, working closely with each client to understand their unique needs and objectives. Their team of experienced professionals is committed to providing tailored solutions that align with their clients' financial goals and values.
The firm's exceptional customer service sets them apart from competitors. They prioritize open communication and transparency, ensuring that clients are well-informed and comfortable throughout the financial planning process. OneAscent Wealth Management's dedication to building long-term relationships with their clients is evident in their client-centric approach.
In addition to their expertise in financial planning and consulting, OneAscent Wealth Management offers investment services designed to help clients grow and preserve their wealth. They work with a diverse range of investment vehicles and strategies to create portfolios that suit each client's risk tolerance and financial objectives.
To make their services accessible to all, OneAscent Wealth Management provides wheelchair-accessible facilities, including a parking lot, entrance, and toilet. While appointments are recommended, they strive to accommodate clients' needs as best as possible.
With an impressive average opinion rating of 5/5 based on 2 reviews, OneAscent Wealth Management has made a strong impression on their clients. Their commitment to excellence, personalized service, and investment expertise have earned them a reputation as one of the top financial services firms in Birmingham, AL.
👍 Reviews of OneAscent Wealth Management
