Wealth Enhancement Group
- 106 W Utica St Suite A Oswego New York 13126 United States
- Profile
Wealth Enhancement Group, while primarily recognized as a financial consulting firm, also provides vital Social Services to individuals and families within the Oswego, NY, community. Their comprehensive approach includes services designed to support the financial well-being of clients from diverse socioeconomic backgrounds, including underserved populations. Through personalized financial education, retirement readiness programs, and income planning, they help clients gain stability and long-term security.
In the Social Services sphere, Wealth Enhancement Group often collaborates with nonprofit organizations and community outreach programs to promote financial literacy and economic inclusion. Their advisors understand that financial health is a critical component of overall well-being, particularly for vulnerable populations. As part of their commitment to public service, they offer educational workshops, pro bono financial planning, and support for individuals going through major life transitions such as job loss, divorce, or medical hardship.
The group’s culturally sensitive approach ensures that services are accessible and tailored to meet the unique needs of every client. Backed by a team of credentialed professionals, Wealth Enhancement Group blends compassion with expertise to empower clients and build stronger, more financially resilient communities.
Key Social Services Offered:
– Financial literacy workshops for individuals and families
– Pro bono financial planning for underserved populations
– Retirement and income planning education
– Financial coaching for life transitions (divorce, loss of job, etc.)
– Community outreach and financial wellness events
– Partnerships with local nonprofits and social service agencies
– Tailored financial support for seniors and vulnerable populations
– Advocacy and education on improving financial inclusion
- Comments
Contact Info
- 106 W Utica St Suite A, Oswego, New York, 13126, United States
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Phone: (315) 800-5804
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