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Scheeler Financial Group
- Investment Service
- West Chester, OH
About this business
At Scheeler Financial Group it is our conviction that to provide exceptional service we must truly understand our clients. Communication is paramount to the way we approach our planning process. From the outset, our Client Onboarding Roadmap allows us to learn more about your goals and priorities, to understand your preferences for investing, and to consider any special circumstances you may have. The SFG advisory team will develop and discuss your planning strategy, one that is constantly monitored and actively reviewed wit... read more
Location details
9078 Union Centre Boulevard, Suite 202, West Chester, OH, 45069, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
We have been with Scheeler Financial Group for over five years, and very impressed with their professionalism, responsiveness, and integrity. From day one, we felt a strong alignment with their values and appreciate the genuine relationships built with Rick and the team. The breadth of their services, proactive approach, and consistent pursuit of new strategies show a deep commitment to client success. We have always felt supported and thankful to them for guidance in discussing and working toward our financial goals.
Rick Scheeler has been my financial advisor since the early 2000s, and I couldn’t ask for a better partner. He’s one of the finest people I know—personally and professionally. From day one, he’s brought integrity, compassion, and a deep sense of care to our financial conversations. Rick helped me through a painful divorce, guiding me with clarity and empathy. His support extended far beyond finances—he truly cared. I was equally moved by his strength when he faced a tragic loss in his own family. Watching him turn pain int... read more
“As a long-time client of Scheeler Financial Group, I’ve experienced consistent professionalism, fast responsiveness, and a strong alignment with my values. The team has provided clear communication, trustworthy guidance, and a full range of services to meet all my financial planning needs. I’m highly satisfied with the progress toward my goals and continue to value the relationship I’ve built with Rick and the team.” SFG allows me to be at ease with my financial status as I prepare for the "good" times of retirement. I have... read more
I have worked with Rick Scheeler for over 20 years. Early in our careers it was not uncommon to get a call from Rick late in the evening to discuss helping his clients. It was obvious from the start Rick was devoted to excellence. His wit, intelligence and pursuit of education are focused on building a most successful wealth management firm. It has been fun to watch Scheeler Financial Group grow.
For the past 6 years, I’ve had the privilege of working at Scheeler Financial Group. Working here has allowed me to combine my passion for helping others with my background in customer service to create meaningful experiences for clients. Every interaction is about more than just numbers. It's truly a client-first approach and family-like atmosphere. I'm proud to be a part of a team that helps to deliver thoughtful guidance and meaningful advice to our clients on a daily basis!
Frequently asked questions about Scheeler Financial Group
How is Scheeler Financial Group rated?
Scheeler Financial Group has a 5 star rating with 2 reviews.
When is Scheeler Financial Group open?
Scheeler Financial Group is closed now. It will open at 8:30 a.m.