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Serenity Wealth Management, Sean O'Connor - Salem Lakes, Wisconsin

👍 Reviews 📌 Map ℹ️ Information ⏰ Hours

Address: 23042 75th St, Salem Lakes, WI 53168.
Phone: 2623823290.
Website: serenitywmwi.com
Specialties: Financial planner, Financial advisor, Financial consultant, Investment service.
Other points of interest: Online appointments, Onsite services, Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Wheelchair accessible seating, Restroom, Appointment required, Appointments recommended, Free parking lot, On-site parking.
Opinions: This company has 3 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Serenity Wealth Management, Sean O'Connor

Serenity Wealth Management, Sean O'Connor 23042 75th St, Salem Lakes, WI 53168
☎️2623823290

⏰ Open Hours of Serenity Wealth Management, Sean O'Connor

  • Monday: 8 AM–6 PM
  • Tuesday: 8 AM–6 PM
  • Wednesday: 8 AM–6 PM
  • Thursday: 8 AM–6 PM
  • Friday: 8 AM–6 PM
  • Saturday: 8 AM–1 PM
  • Sunday: 8 AM–1 PM

Serenity Wealth Management, Sean O'Connor

Serenity Wealth Management, led by Sean O'Connor, is a reputable financial services company located at 23042 75th St, Salem Lakes, WI 53168. The company specializes in providing comprehensive financial planning, advisory, and consulting services to help clients achieve their financial goals. With a focus on investments, they offer a range of services tailored to individual needs.

Specialties

  • Financial planner
  • Financial advisor
  • Financial consultant
  • Investment service

Other Points of Interest

  • Online appointments
  • Onsite services
  • Wheelchair accessible entrance
  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Wheelchair accessible seating
  • Restroom
  • Appointment required
  • Appointments recommended
  • Free parking lot
  • On-site parking

To contact Serenity Wealth Management, you can reach out via phone at 2623823290 or visit their website at serenitywmwi.com. The company has received 3 reviews on Google My Business, with an average rating of 5/5.

👍 Reviews of Serenity Wealth Management, Sean O'Connor

Serenity Wealth Management, Sean O'Connor - Salem Lakes, Wisconsin
Craig M.
5/5

I've been working with Sean over the last 4 years and highly recommend others to do the same. He has helped me with financial planning, budgeting, and my taxes. Sean is a true professional with how he carries himself and conducts business and what I appreciate most is how he simplifies what I feel is an overwhelming topic to a level in which it is easily understood. He has created a unique and personalized experience for me based on my specific wants and needs and has put me in a position to have met and continue to meet all of my short term and long term goals. I look forward to continuing to work with Sean for many more years to come.

Serenity Wealth Management, Sean O'Connor - Salem Lakes, Wisconsin
Paul B.
5/5

My spouse and I were fortunate to have met Sean at our daughter's wedding. Since then, his efficiency, attention to detail, punctuality, accessibility, and personal integrity have not only enhanced our portfolio but earned our trust and complete confidence in his expertise and discretion.

Serenity Wealth Management, Sean O'Connor - Salem Lakes, Wisconsin
Danielle D.
5/5

My husband and I had an informative meeting with Sean. We found him to be not only knowledgeable, but also a professional of integrity. Definitely someone we would contact again for financial guidance,

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