Murphy Wealth Management
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332 W US Hwy 30 # B
Valparaiso, IN 46385 - 219-510-5069
Hours
Chamber Rating
About
Murphy Wealth Management
At Murphy Wealth Management, we take a holistic approach to financial services. You are so much more than just your money. Your “Wealth-Health†extends into all facets of your life. It defines your ability to negotiate life’s transitions and to protect what matters most. This is why we consider ourselves more than just “financial advisorsâ€. We combine the analytics of a tax expert with the savvy of a seasoned financial adviser, and the experience of a licensed attorney to provide unique and personalized financial solutions.
Contact Info
- 219-510-5069
- [email protected]
Services
- Estate Planning
- Financial Medical Power of Attorney
- Life Insurance
- Long Term Care
- Medicare
- Retirement Planning
- Small Estate Affidavit (Indiana)
- Social Security
- Taxes
- Transfer on Death Deed
Questions & Answers
Q What is the phone number for Murphy Wealth Management?
A The phone number for Murphy Wealth Management is: 219-510-5069.
Q Where is Murphy Wealth Management located?
A Murphy Wealth Management is located at 332 W US Hwy 30 # B, Valparaiso, IN 46385
Q What is the internet address for Murphy Wealth Management?
A The website (URL) for Murphy Wealth Management is: https://www.mwmfinancial.tax/
Q What days are Murphy Wealth Management open?
A Murphy Wealth Management is open:
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Q How is Murphy Wealth Management rated?
A Murphy Wealth Management has a 5.0 Star Rating from 20 reviewers.
Hours
Ratings and Reviews
Murphy Wealth Management
Overall Rating
Overall Rating
( 20 Reviews )Zina Smart on Google
They went above and beyond to help me and they did not have to. They are great tax and financial advisors. The professionalism and patience they have is magnificent. If you need any help with financial and tax information, please give a shout out to them. Especially Amber. You won’t regret it. Number 1 top notch and thank you guys again.
Karen Tognetti on Google
Amber was very patient and thorough doing taxes for our family and trust.
Tabitha Jones on Google
Joe and Amber went the extra mile more than once to help us get things situated. They are not only an advocate in your corner but are also caring and compassionate. Highly recommend.
Brandy Mccarty on Google
O Noreika on Google
Can't say enough about Amber and Joe, am writing this to thank them and let other people know how they have helped me. Amber has been doing our taxes forever, through Joe had done some investing over the years, which have performed really well. After my husband passed away, I called and found that they had opened their new office in the credit union. Went to visit with concerns and was welcomed like family. They helped me through it all, tweaked my financial situation, after analyzing my needs and explaining what will benefit me. Also, told me something I did not know. I thought a will with beneficiaries keeps your home out of probate--not so. They helped me file a TOD, that now assures my heirs my home will not be tied up in probate. Could go on-and-on about this caring couple and the sincere "road less traveled" they take in helping people. With them at my side, I now have found financial tranquility and thank them so much for their friendship and all they have done for me.
Overall Rating
Overall Rating
( 20 Reviews )Write a Review
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