SC3F Wealth Management Group - Charleston, Illinois

Okay, here’s a comprehensive overview of SC3F Wealth Management Group, presented in a formal and approachable style:

Introduction to SC3F Wealth Management Group

For individuals and families seeking comprehensive and personalized financial guidance, SC3F Wealth Management Group stands as a reliable and established resource. Located in Charleston, Illinois, at 6009 Park Dr, Charleston, IL 61920, SC3F offers a range of investment services and is staffed by experienced financial consultants dedicated to helping clients achieve their long-term financial goals. They pride themselves on building strong, trusting relationships with their clientele. Contact them directly at Phone: 2173459500 to discuss your specific needs. You can also learn more on their website: Website: sc3fwmg.com.

Services and Specialties

SC3F specializes in providing tailored financial solutions. Their core offerings encompass a broad spectrum of services, including:

• Investment Management: They assist clients in constructing and managing investment portfolios designed to align with their risk tolerance and financial objectives.
• Financial Planning: SC3F assists clients in creating detailed financial plans, covering retirement planning, education funding, estate planning, and more.
• Consultative Advice: Their team provides proactive and insightful advice, helping clients navigate complex financial decisions.

Location and Accessibility

The group’s physical address is 6009 Park Dr, Charleston, IL 61920. SC3F demonstrates a commitment to inclusivity by offering a wheelchair accessible entrance and wheelchair accessible parking lot, ensuring accessibility for all clients. This dedication to accessibility underscores their focus on providing a comfortable and convenient experience.

Client Feedback and Reputation

SC3F Wealth Management Group maintains a strong presence on Google My Business, with a total of 8 reviews averaging a respectable 4.5/5. This positive feedback suggests a commitment to client satisfaction and a professional approach. It's evident that clients appreciate the team’s responsiveness and dedication to providing beneficial advice. The consistent positive response indicates a focus on building lasting relationships based on trust and competence.

Key Takeaways & Recommendations

SC3F Wealth Management Group presents itself as a professional and client-focused firm. They combine experience with a commitment to accessibility and seem to prioritize building strong, collaborative relationships with their clients. The positive online reviews provide further reassurance of their dedication to providing valuable financial guidance. Investing with SC3F appears to be a considered choice for those seeking a stable and knowledgeable financial partner.

For anyone exploring wealth management options, we strongly recommend visiting the SC3F Wealth Management Group website at sc3fwmg.com to schedule a consultation and discuss how their services can help you reach your financial aspirations. Don't hesitate to reach out – their team is ready to assist you.

👍 Reviews of SC3F Wealth Management Group

Tom H.

5/5

Gail and I have had accounts with Wells Fargo and SC3F for years and are very pleased. Gary & Briana make time to answer questions or meet with us and are always very professional and offer advice to our benefit.

Kristin B.

5/5

We have been clients for over 15 years. Throughout the years, the name has changed but the service has not. We continue to recommend friends and family to the office. The staff is always easy to get in touch with and will do whatever they can to make sure that you are taken care of, in a timely manner. If you are looking for assistance with your financial future; I highly recommend SC3F.

David G.

1/5

One of the representatives I contacted would not follow up with me after multiple attempts and she was rather rude and unprofessional. I would NOT recommend using the financial advisors here.

Rob P.

5/5

I have always had great experiences with the reps and gotten prompt service and are always willing to answer my questions.

Rodolfo M.

5/5

The SC3F team has always given me great advice; highly recommended.

smorse3333

5/5

Jennifer S.

5/5

Zach W.

5/5