Richard Wurz Financial, located in Holland, OH, specializes in financial planning and investment management for lawyers and real estate professionals. With a team dedicated to serving pre-retirees, they offer comprehensive guidance for retirement planning and investment management services.
As independent financial advisors, Richard Wurz Financial focuses on optimizing personal wealth through tailored financial strategies, emphasizing low costs and operating in the best interests of their clients. They also assist in setting up and managing retirement plans such as 401(k)s and SEP IRAs for law firms and businesses to maximize wealth.
For law firm owners and real estate professionals, Richard Wurz Financial offers a personalized approach to empower clients in achieving their financial goals. Their proven track record in strategic wealth growth, tax efficiency, retirement planning, and investment management sets clients on a path towards sustained wealth and success.
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