Financial Planning & Investment Services

Less Stress. More Enjoyment.

Wyse Financial Group: Investment Services and Financial Planning in Archbold, Ohio

WYSE FINANCIAL GROUP | ARCHBOLD, OHIO

We are a full-service financial planning and investment firm. We create plans that give confidence and clarity to clients, to help them achieve financial security.

About Shari Wyse from Money Concepts Int'l on Vimeo.

Who We Are

We help simplify your finances and develop action steps to reach your goals.

Our clients are people just like you, who may just be getting established in their careers and want guidance to increase their wealth, or who may be getting ready to retire and want to make sure they are well prepared.

We want to really get to know our clients as individuals, so we can help them achieve their life goals.

We’re not your typical financial advisory firm. We're a team committed to providing you with the tools you need to succeed, the freedom to chase your goals, and the support to back you up.

Planning

We create plans that give confidence and clarity to clients to help them achieve financial security and personal happiness.

Let's Start Your Plan

• Wyse Financial Group: Investment Services and Financial Planning in Defiance, Ohio

Investing

We bring experience with 401(k) rollovers, Traditional and Roth IRAs, annuities, mutual funds, and many other financial products.

Which Option Is Right For You?

• Wyse Financial Group: Defiance, Ohio - Wealth Management and Financial Planning

Community

Learn about our involvement in the local communities we support, and check out upcoming events in Northwest Ohio.

Our Local Communities

Wyse Financial Group: Your Partner in Wealth Management and Financial Planning

What We Do

We want two things for everyone: freedom & happiness. We help people first define their life goals, then empower them to achieve those goals.

Learn more about what to expect when you connect with us.