Franz Wealth Management Group - Lakewood Ranch, Florida

Franz Wealth Management Group: A Comprehensive Overview

For individuals and families seeking expert financial planning and tailored investment services, Franz Wealth Management Group presents a potentially valuable resource. Located at 6311 Atrium Dr #100b, Lakewood Ranch, FL 34202, United States, this firm offers a professional approach to managing assets and achieving long-term financial goals. Contacting them at 9414134517 or visiting their website at fa.ml.com is recommended for further information.

Specialties of Franz Wealth Management Group primarily revolve around providing comprehensive financial planning strategies. These strategies are designed to address a wide range of client needs, including retirement planning, estate planning, education funding, and tax optimization. Their investment services encompass a diverse portfolio of options, aiming to align investments with individual risk tolerances and financial objectives. The firm leverages the resources of Merrill Lynch, a well-established and globally recognized financial institution, which provides Franz Wealth Management Group with access to extensive research, market insights, and sophisticated investment tools.

Location and Accessibility: The firm’s physical location in Lakewood Ranch, Florida, offers convenience for residents of the area. Notably, Franz Wealth Management Group prioritizes accessibility for all clients. The office features:

• A wheelchair-accessible car park
• A wheelchair-accessible entrance
• A wheelchair-accessible toilet
• Standard toilets

These features demonstrate a commitment to inclusivity and ensuring that all clients can comfortably access their services. Appointments are strongly recommended to facilitate a personalized consultation and allow the team to thoroughly understand each client’s specific circumstances.

Current Reputation and Reviews: Currently, Franz Wealth Management Group has 0 reviews on Google My Business. This indicates a limited public record of client feedback at this time. The average opinion is 0/5, signifying a lack of readily available positive reviews. However, it's important to acknowledge that a lack of reviews does not necessarily reflect the quality of the services provided; it simply suggests a recent establishment or a nascent online presence. Potential clients should exercise due diligence in researching the firm and seeking references or testimonials directly.

Key Features and Services Offered:

• Financial Planning: Development of personalized financial plans tailored to individual goals and timelines.
• Investment Management: Portfolio construction and ongoing management designed to meet specific risk and return objectives.
• Retirement Planning: Strategies for maximizing retirement savings and income.
• Estate Planning: Assistance with wills, trusts, and other estate planning documents.
• Education Funding: Planning for college expenses and other educational costs.
• Tax Planning: Strategies to minimize tax liabilities.

Additional Information: Franz Wealth Management Group operates as a branch of Merrill Lynch, benefiting from the stability and resources of a larger organization. This affiliation provides clients with access to a broad range of investment products and services. Clients should carefully review the fee structure and understand the terms and conditions associated with any investment recommendations. Given the lack of current reviews, prospective clients are encouraged to conduct thorough research and seek independent verification of the firm’s credentials and performance. Contacting the firm directly to schedule an appointment and discuss individual needs is highly advisable. The firm’s commitment to accessibility underscores their dedication to serving a diverse clientele. It's worth noting that while the firm focuses on personalized service, leveraging the resources of Merrill Lynch offers a significant advantage in terms of access to market data and research.

Recommendations for Prospective Clients:

• Schedule an Appointment: Contact the firm to arrange a consultation and discuss your financial goals.
• Verify Credentials: Confirm the qualifications and experience of the financial advisors.
• Understand Fees: Obtain a clear understanding of all fees and expenses associated with their services.
• Request References: Seek references from current or former clients.
• Research Merrill Lynch: Familiarize yourself with the reputation and resources of Merrill Lynch, as Franz Wealth Management Group is affiliated with the firm.

In conclusion, Franz Wealth Management Group, operating under the umbrella of Merrill Lynch, offers financial planning and investment services within the Lakewood Ranch area. While currently lacking substantial online reviews, their commitment to accessibility and affiliation with a reputable institution present potential advantages for clients seeking comprehensive financial guidance. Due diligence and direct communication with the firm are strongly recommended before engaging their services.