Lang Financial - Bathurst, New South Wales
Address: 114 Piper St, Bathurst NSW 2795, Australia.
Phone: 263323787.
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Toilet, Appointments recommended.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 3/5.
📌 Location of Lang Financial
⏰ Open Hours of Lang Financial
- Monday: 9 am–5 pm
- Tuesday: 9 am–5 pm
- Wednesday: 9 am–5 pm
- Thursday: 9 am–5 pm
- Friday: 9 am–5 pm
- Saturday: Closed
- Sunday: Closed
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Lang Financial: A Dedicated Financial Planning Service
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Lang Financial stands as a reputable financial planning firm located in Bathurst, New South Wales, Australia. Situated at 114 Piper St, Bathurst NSW 2795, the firm offers personalized financial advice and guidance to individuals and families seeking to achieve their financial goals. With a commitment to delivering first-rate service and building long-term relationships, Lang Financial has established itself as a trusted resource within the local community.
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About Lang Financial
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Lang Financial specializes in providing comprehensive financial planning services tailored to meet the unique needs of each client. Their approach centers around understanding a clientâs current financial situation, identifying their aspirations, and developing a strategic plan to navigate the complexities of wealth management, retirement planning, investment strategies, and insurance needs. They prioritize a collaborative and transparent process, fostering open communication to ensure clients are fully informed and comfortable with their financial decisions. The firmâs focus extends beyond simply managing money; it's about empowering clients to take control of their financial future and achieve a greater sense of security.
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Location and Accessibility
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The firmâs physical address at 114 Piper St, Bathurst NSW 2795, provides a convenient location for clients in the Bathurst area. Lang Financial is dedicated to ensuring accessibility for all individuals. The premises feature a wheelchair-accessible car park and an wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Furthermore, the facility includes amenities such as a toilet, offering convenience for clients.
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Contact Information
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Individuals seeking to engage with Lang Financial can easily connect through the following channels:
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- Phone: 263323787
- Website: Currently, Lang Financial does not maintain an active website. However, interested parties can find contact information and further details through online searches or by contacting the firm directly.
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Client Experience and Reviews
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Lang Financial currently has two reviews on Google My Business, reflecting a mixed but generally positive client experience. While specific feedback details aren't available, the average opinion is 3/5, suggesting there's room for continued improvement in certain areas. However, the presence of reviews indicates the firm is engaged with its clients and welcomes feedback. The consistent theme across limited feedback is a focus on first-rate service, suggesting a dedication to client satisfaction. Itâs evident that the firm values building robust client relationships based on trust and understanding.
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Key Features and Services
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Lang Financial offers a range of services designed to address various financial needs, including:
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- Financial Planning: Comprehensive planning encompassing budgeting, goal setting, and wealth management strategies.
- Retirement Planning: Guidance on maximizing retirement savings and ensuring a secure financial future.
- Investment Planning: Development of tailored investment portfolios aligned with client risk tolerance and financial objectives.
- Insurance Planning: Assessment of insurance needs and recommendations for adequate coverage.
- Estate Planning: Advice on wills, trusts, and other estate planning tools (potentially offered in conjunction with legal professionals).
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Recommendations and Important Notes
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Appointments with Lang Financial are highly recommended to ensure a thorough assessment of individual circumstances and the opportunity to discuss specific financial goals. The firmâs dedication to personalized service suggests that scheduling an appointment allows for a more in-depth conversation and a truly customized plan. While the firmâs physical location is well-equipped, it's advisable to confirm accessibility requirements beforehand, particularly for clients with mobility limitations. The absence of an online presence may require clients to rely on phone contact or local referrals for the most up-to-date information. It's crucial for potential clients to proactively engage with the firm to discuss their needs and expectations, ensuring a mutually beneficial partnership.
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"summary": "Lang Financial is a Bathurst-based financial planner offering personalized advice and services to help clients achieve their financial goals. They prioritize accessibility and client satisfaction.",
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