Ogden Wealth LLC - Maitland, Florida

Address: 260 Lookout Pl STE 106, Maitland, FL 32751.
Phone: 4076451639.
Website: ogdenwealthllc.com
Specialties: Financial planner, Financial consultant, Financial institution, Investment service.
Other points of interest: Identifies as women-owned, Online appointments, Onsite services, Language assistance, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Gender-neutral restroom, Restroom, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 26 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Ogden Wealth LLC

☎️4076451639

⏰ Open Hours of Ogden Wealth LLC

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Overview of Ogden Wealth LLC

Ogden Wealth LLC, a distinguished financial institution located at 260 Lookout Pl STE 106, Maitland, FL 32751, offers a comprehensive range of financial services including financial planning, consulting, and investment services. With a commitment to inclusivity, they proudly identify as a women-owned business, ensuring a diverse and supportive environment for all clients.

Contact Information

For those interested in connecting with Ogden Wealth, the office can be reached at Phone: 407-645-1639. Their client-friendly approach includes offering online appointments, ensuring convenience for those who prefer to manage their scheduling digitally. For those who might need assistance, they provide language assistance and maintain a fully wheelchair accessible facility, complete with a wheelchair accessible entrance, parking lot, restroom, and seating areas. This inclusivity extends to gender-neutral restroom options as well.

Services Offered

The services provided by Ogden Wealth LLC cater to a variety of financial needs:
- Financial Planning: Crafting tailored financial strategies to meet individual goals.
- Financial Consulting: Providing expert advice tailored to your unique financial situation.
- Investment Services: Offering investment solutions to help grow your wealth.

Why Choose Ogden Wealth Insights from Reviews

Based on the 26 reviews available on Google My Business, clients have consistently praised the high level of service and expertise at Ogden Wealth. An average opinion garners 5/5 stars, indicating a high level of satisfaction. Many reviews highlight the team's dedication to understanding clients' goals and the continuous, proactive approach to market trends, making clients feel confident in their decision-making processes.

One client noted, "The entire team made sure to go above and beyond by asking the right questions and learning my goals as an investor. This made me feel completely confident in their processes." This reflects the personalized attention and expertise that sets Ogden Wealth apart.

Appointments and Accessibility

Appointments are required and highly recommended to ensure personalized service. The office offers free parking and is easily accessible, making it convenient for clients with mobility needs. Their commitment to accessibility is evident in their fully equipped facilities tailored to accommodate visitors with various requirements.

Recommendation to Potential Clients

For anyone seeking reliable financial guidance and a personalized approach, Ogden Wealth LLC is an excellent choice. Their dedication to providing top-notch service, combined with their accessibility features, makes them stand out in the financial services industry. To schedule an appointment or learn more about their services, visit their website at ogdenwealthllc.com. Prepare to experience a financial consultation that truly understands your needs and aspirations.

👍 Reviews of Ogden Wealth LLC

Alex W.

5/5

The entire team made sure to go above and beyond by asking me the right questions and learn what my goals were as an investor and by doing so, I felt completely confident in all their decision making processes. While sometimes asking to make impulsive decisions based on market trends that I was personally seeing, Emily made sure to be super receptive of my opinions, and then provided me information that allowed me to grasp that although I listen to updates on my drives into work or read an article on the weekends, Ogden Wealth does this 24/7.

Amy N.

5/5

I'm really impressed with their service. Michelle and her team genuinely understand my financial goals and provide personalized advice that makes sense for me. They're the kind of team you can really rely on—always ready to clarify any doubts with patience and trustworthiness.

The staff at Ogden Wealth is approachable and professional. Everyone is so knowledgeable and responsive, quickly addressing any of my financial needs. I definitely recommend them.

To sum it up, they're more than just financial advisors; they've become like family, taking care of my finances with great attention and expertise.

isabelle M.

5/5

Ogden Wealth has been a life-saver for me. Michelle Ogden always makes sure that I know exactly what is happening with my money and answers any questions that I may have, no problem. Everything is easily accessible with the platform that they use. All the employees are so lovely and they have all taken really great care of me and my money goals since I’ve been a client of theirs. I would recommend them to anyone who is looking for a trustworthy financial company.

Dan H.

5/5

The obvious expertise, cutting edge technology and sound financial guidance is only part of the service provided. The Ogden Wealth team treats me like part of their family. Every time I walk in I’m greeted by everyone in the office. They stop whatever they’re doing to come out to say hello and give me a hug. Knowing me personally seems to be as high a priority as navigating my financial situation. Michelle, Hannah, Emily and Greg all truly care about me and my financial future. I’m extremely grateful for all of them!

Stephanie D.

5/5

I have nothing but wonderful things to say about the entire Ogden Wealth team! Emily sat with me, answered all my questions and made me feel so comfortable about my next financial steps. It’s so nice to have these trusted experts in my corner who partner alongside me to help reach my goals! Take the next steps with this team, you won’t regret it!

Dawn S.

5/5

Michelle has been instrumental in all my decisions around money. I love her Godly perspective and how she keeps me informed on my portfolio. Her technology is easy to use while still being fully accessible to me if I need to talk something through. It's so nice to have a trusted expert who knows my heart and understands my vision! Hannah is pretty awesome too!

Abigail L.

5/5

I love working with Ogden Wealth! I feel confident relying on their financial advice and they’re always super helpful and informative. Plus, having a value match puts my mind at peace. Thank you Emily and Hannah!

Tom A. M. M.

5/5

We love Ogden Wealth!! The staff is very professional, know their stuff with finances, and they take the time to know what you want to do with your money. A lot of firms will pigon hole you into their mold. Not Ogden Wealth! They take the time to get to know you and your goals, and will work with you to achieve them.