Designed to address every aspect of your financial life in retirement.
When it comes to your financial future, experience matters. Here’s why Axberg Wealth Management stands apart:
Axberg Wealth Management offers clients a comprehensive suite of financial services, including tax planning, insurance solutions, financial and retirement planning, wealth preservation strategies, legacy planning, and educational funding. By combining these capabilities, Axberg is able to take a holistic approach to addressing all aspects of our clients’ financial lives. This integrated approach helps ensure that each element of a client’s financial plan is aligned and working together effectively. Axberg’s team of experienced professionals collaborates closely with clients to develop customized plans tailored to their unique needs and goals. This level of personalization is intended to simplify clients’ financial lives and provide them with greater confidence.
Pam P2024-07-24 Paul has helped me map my financial plan for retirement, as well as recently transition to retirement. I appreciate the tools he uses to track and analyze my portfolio as well as tools used to assess my level of comfort with risk in the investment world. He and his crew are always available and a pleasure to do business with. sue martino2024-07-06 Paul and the group are wonderful and he treats us like family Rod Flack2024-07-04 Very,very knowledgeable people. They initiate contact and take care of business. Questions are always answered and explanations provided. We wish we would have transferred to Axberg Wealth Management years ago. This firm looks after you and your assets. This is such a friendly atmosphere that a business visit seems like the old, “ front porch sit down”. Thank you guys so much. Robert Lee2024-07-04 Paul & his staff are professional & personable. Whether tax prep, investment or sharing personal info....Paul listens, suggests & explains in understandable terms. I have witnessed Paul's compassion twd his clients, as well as the company's generosity through their 'client appreciation' dinners & awards events. Joy Sheets2024-07-04 Paul is very knowledgeable, trusting and friendly. He has always been very responsive when I have concerns, has solutions, and puts my mind at ease. Barbara Barksdale2024-07-04 I have been with Paul 15 plus years. He is always available and has given me excellent advice. He shows his gratitude to his clients as well with wonderful get togethers. Kathy Harris2024-07-03 We have been with Paul many years and he has guided us through this maze of financial craziness. We always welcome his suggestions and his staff is outstanding. Please try and give Paul and his staff a try. You won’t regret it. Gay Kohl2023-12-12 Paul presents his information in a concise and understandable manner. It is a one stop shop for you finances. He goes into detail and turns over every stone to make sure you're comfortable with your portfolio. A very open personable approach as to how much we want him to handle. Lynn Marie Avery2023-07-19 Paul is always accessible and helpful. He explains things well. I would definitely recommend this office for all your financial needs. Beverly Randall2023-01-04 Great Co for my investment Money.Convenient location in SCW
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With over 150 years of combined experience, our team brings together expertise in wealth management, tax planning, and legacy planning to provide you with comprehensive financial guidance.
Paul D. Axberg is an investment advisor representative of, and securities and advisory services are offered through, USA Financial Securities, Member FINRA/SIPC. A Registered Investment Advisor located at 6020 E. Fulton St., Ada, MI 49301. Axberg Wealth Management is not affiliated with USA Financial Securities.
Paul Axberg is authorized to transact securities related business and investment advisory services only in states where he is properly registered. For investment products and services these states include: AZ,CA,CO,DC,FL,HI,ID,IL,KY,MI,MN,NC,NE,NJ,NY,OH,UT,VA
WA;WI.
For investment advisory services these states include: AZ,CA,CO,CT,FL,HI,ID,IL,MI,MN,NE,NJ,OH,UT,VA,WA,WI
Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.
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