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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 |
Rick and the SFG team have been a tremendous blessing to our family. From the very beginning of our relationship two years ago, they’ve shown not only expertise, but genuine care in every interaction. Rick helped us navigate some very complex financial situations with thoughtful, customized guidance. One of our family members has significant special needs, and Rick didn’t just mention STABLE accounts—he walked us through how to fund them, how to structure the plan for long-term impact, and how to implement it in a way that ... read more
I CANNOT recommend the Scheeler group enough! There are plenty of choices for people to handle these very sensitive areas like retirement planning, investments and life savings.... this group continues to wow me year after year after year. Most advisers are happy to get your business and then you never hear from them again. Rick & his team are not only committed to me as a client, I can tell the entire team is committed to continuing to evolve & grow as their clients do for the long-term future.
Working with Scheeler Financial Group has been an exceptional experience. Their commitment to investing time, energy, and resources into supporting both their customers and vendors speaks volumes about the integrity and quality of their business model. I highly recommend partnering with this outstanding team!
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.
The level of service and care I receive from the team at Scheeler is unmatched. Their penchant for proactivity and communication is exactly what I wanted in a financial advisor and they bring that in spades. No more wondering what's going on with my money and they actively stay on top of what changes in my life and scenario so that they can lead me in the right direction at all times. They enable me to feel confident that my money is working for me!
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 on Monday at 8:30 a.m.