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Business Profile

Estate Planning and Management

Eastwind Capital Wealth Management
BBB Accredited BusinessA+Rated by BBB
Visit Website(614) 888-2230Write a Review

About

Overview

Eastwind Capital Wealth Management

921 Eastwind Dr Ste 101

Westerville, OH 43081-5302

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BBB Accreditation & Rating

Eastwind Capital Wealth Management is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

BBB Accredited Since: 7/22/1997

Years in Business: 35

Products and Services

wealth management, Estate Planning, Legacy Planning, Retirement Planning, Risk Management, Tax Protection

Business Details

Local BBB:
BBB of Central Ohio
BBB File Opened:
4/10/1997
Business Started:
7/1/1991
Alternate Names:
Estate Planning Professionals
Eastwind Capital, LLC
Business Management:
Mr. David B Lennox, Company Contact
Mr. P. Michael Valley, President
Ms. Sharon Staley, Company Contact

Additional Contact Information

Principal Contacts
Mr. P. Michael Valley, President
Customer Contacts
Mr. P. Michael Valley, President
Fax numbers
Primary Fax: (614) 888-3611
Additional Phone Numbers
Other Phone: (800) 434-9481
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

Additional Information

Other Resources
Ohio Department of Insurance
50 W. Town St. Third Floor - Suite 300
Columbus OH 43215
Phone Number: 800-686-1526
http://www.insurance.ohio.gov
Business Categories
Estate Planning and Management, Financial Planning Consultants, Insurance Services Office, Wealth Management

Latest Reviews

  • Anne M

    "The client follow up by REMOVEDand REMOVED was great, in a world of bad service they made me feel special." ... Read full review

  • Peter R

    "I truly feel I had the best experience with this company. I had no clue what was in my portfolio until I met Michael the owner and he sat me down and explained everything to me." ... Read full review

View all Reviews

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