Megan Roberts's Contact Details

Megan Roberts's Company Details

W3 Financial Group, LLC

Akron, Ohio, United States • 39 Employees
Investment Management

Financial Life Planning | Investment Management | Retirement Planning | Business Succession PlanningIf you have the ability to live a life of choice, free from financial fear, uncertainty, an doubt without jeopardizing tomorrow'​ legacy, then you are truly wealthy. We specialize in the process it takes to get there. We are an integrated team of financial specialists with decades of experience at helping people prepare for and successfully retire. Our number one priority is frequent communication. We realize that uncertainty is one of the biggest stressors we face in life. Although there is much uncertainty in the world that is unavoidable, we believe that by educating and communicating with our clients, we can reduce the uncertainty they have about how and why their money if invested. We have found that meeting on a regular basis to discuss our clients'​ wealth is the key to reducing money related stress. If they are on vacation somewhere and see on the news that things are happening in the financial markets, they are much less stressed if they recently have had a thorough review of their investments. We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times.Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Third-party posts do not reflect the views of ValMark Securities or W3 and have not been approved prior to posting.