Equitable Advisors: Jason Harris, Financial Advisor
(567) 440-7227
3450 West Central Ave, Suite 240, Toledo, Ohio, 43606
Business hours
| Monday | 8:00am to 6:00pm |
| Tuesday | 8:00am to 6:00pm |
| Wednesday | 8:00am to 6:00pm |
| Thursday | 8:00am to 6:00pm |
| Friday | 8:00am to 6:00pm |
Note: By appointment only.
About us
Client Centered
Whether you run a business, have a family or just need wealth management guidance for yourself, we can help design a strategy that can adapt to your changing needs and the evolving life you live.
Analysis of needs and goals
Asset allocation strategies
Manager selection
Retirement income
Investment strategies
Ongoing monitoring of the market in relation to your investments
Ongoing education
Tax management strategies*
Long-term capital appreciation
Wealth structuring
Trust strategies*
Education savings programs
Wealth transfers.
| Tags | financial advisor, financial planner, 401k, retirement, exit planners, pension, financial consultant, retirement advisor, wealth advisor, estate planning |
| Services | Certified Exit Planner, Financial Advisor |