Our dedicated process of getting to know you is at the core of our business. We strongly emphasize understanding our client’s interests, goals, values, and concerns before providing any plan or recommendations. That is because we believe in a personal approach to doing business and recognize that everyone’s path and strategy will be different.
It's crucial to understand your financial goals. According to the Strategic Business Insights MacroMonitor 2020-2021 Report, those who continued to follow a financial plan have an average total net worth 2.7 times greater than those who don't have a plan.
Being independent allows us to partner with many well-known, reputable financial companies, which offers more freedom and flexibility on solutions for you. As your financial coach, we provide solutions, but you can choose the route you want to take based on your financial goals.
Accel Wealth Management has embraced utilizing different technologies and forms of communication to help our clients. We tailor your experience based on what works for you.
We partner with The Accel Group, an insurance agency with many insurance coverages available depending on your needs. One amazing aspect of our partnership is that our clients can receive a discount on their bundled home and auto insurance.
No cash or non-cash compensation was provided for consideration in any of the awards received.