Accounting Financial Advising & Planning
$50,000 to $199,999
Oct. 1998 - Ongoing

4.5

Quality: 5.0

Schedule: 4.5

Cost: 5.0

Willing to Refer: 4.5

"They are managing our money into the black."

Apr 29, 2022

Employee, Manufacturing Company

Anonymous

Manufacturing
Glasgow, Kentucky
5,001-10,000 Employees
Survey Response

Wealth Enhancement Group is helping a manufacturing company develop an effective financial strategy. They perform market research, secure stocks and bonds, and prepare financial documents, among other things.

From establishing progressive savings accounts to providing strategic advice on products and services, Wealth Enhancement Group has consistently managed the client's money into the black. Aside from that, their team is available on messaging apps and conducts virtual meetings to update the client.

BACKGROUND

Briefly describe what your company does and your role there.

Manufacturing

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

Work one on one and develop a financial strategy that works

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools
Securing stocks and bonds and establishing progressive savings accounts
Moving money from accounts per industry and federal regulations
Performing market research to stay current with financial trends
Preparing financial documents, such as income projections and investment reports
Maintaining compliance with all rules and regulations in the financial industry
Identifying and pursuing potential clients to maintain a strong client base

How many people does your company work with?

2-5

How did you find this provider?

Online search

Why did you choose to work with them?

Close to my geographic location
Great culture fit
Good value for cost

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

They are managing our money into the black.

How does your team communicate with this service provider?

Virtual Meetings
Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

Limited options for local assesors

RATINGS

4.5

Wealth Enhancement Group

All the specialists you need, all in one place.

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