All business is about building relationships and connecting with consumers who are looking for a solution to a want or need, but the financial services industry is perhaps where a personal touch is most critical to long-term success. Implementing a marketing process to establish brand awareness, initiate customer engagement, and establish a lasting culture of trust between advisor and client is paramount in the industry.
Wheeler Financial, founded in 2007, has been building long-term relationships with clients and making a positive difference in their lives since its beginning. Seeking an updated brand, Wheeler Financial reached out to Junction Creative Solutions to assist with the process. Jay Wheeler, President, Wheeler Financial, Financial Advisor with Raymond James said, “Success for Wheeler has been founded on our ability to provide value, be transparent, and build relationships. We always want our clients to come to Wheeler not just for a comprehensive investment strategy but to develop a plan to compliment the lifestyle they want to achieve.” Wheeler recently released a newly branded website to give current and prospective clients “A look inside Wheeler Financial.”
Junction Creative Solutions (Junction) is an award winning, results driven, hybrid marketing agency adept in building small digital projects as well as fully executed, customizable platforms. Julie Gareleck, Founder and CEO says, “We believe in creating websites that tell stories that highlight our clients’ capabilities and reputation that ultimately attract potential customers to take an action.” Junction’s implementation team worked closely with Wheeler to design a website that reflected Wheeler’s commitment to trust, authenticity, and desire to emphasize the “human side” of investing and financial management. “We are proud to have been selected to work with a client that shares our culture and commitment to establishing a business on trust and authenticity and delivering the best in customer service,” said Gareleck. Junction has completed several other projects for Wheeler Financial, including a brand and marketing strategy, blog and social media content development, and marketing collateral design.
About Wheeler Financial
In the words of Wheeler Financial, “Life’s an Adventure, Plan accordingly.” The professional financial planners at Wheeler Financial serve as their clients’ partner to assist in managing the financial complexities of life. Wheeler takes great pride in approaching financial planning holistically, in order to develop a plan for each client that aligns with their goals and aspirations now and in the future. Founded in 2007, they are carrying on a legacy of delivering a transparent and friendly approach to wealth management and are often referred to as the “Approachable Advisors”, providing real value to people looking for trusted partners to help with their overall financial situation.
About Junction Creative Solutions
Junction Creative Solutions (Junction) combines the intellectual capital of a consulting firm with the creative execution of an advertising agency to create effective and measurable strategies and solutions. The solutions align with specific business goals and objectives and provide consistency from strategic planning through execution. As a result, clients are able to maximize opportunities to react, adapt, and thrive — ultimately creating more sustainable and competitive businesses. Junction’s award-winning portfolio boasts successful strategies and agency solutions for SMBs and Fortune 1000 companies.
Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wheeler Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC.
Contact- Office: (302) 543-5585 | 2961 Centerville Road Suite 150 Wilmington, DE 19808