122 E State St, Athens, Ohio, 45701
(800) 468-5345
Financial Advisors for You
Finance & Insurance > Financial Planning & Investments
Managing wealth with an eye toward the future demands vigilance and skill in todays global economy. Over the years, Ive worked with clients and their other professional advisors including attorneys and accountants to create comprehensive wealth management plans designed to make the best use of their wealth today and help ensure its endurance for future generations. And Ill do the same for you. I can offer you an array of personalized services, support and guidance that can help make a positive difference in the pursuit of your financial goals.
Monday:
8:00am
to 5:00pm
Tuesday:
8:00am
to 5:00pm
Wednesday:
8:00am
to 5:00pm
Thursday:
8:00am
to 5:00pm
Friday:
Closed
Saturday:
Closed
Sunday:
8:00am
to 5:00pm
Languages: English
Products: 401k Plans, Individual Retirement Accounts, Stocks, Money Market Funds, Annuities, SEP Individual Retirement Accounts, Mutual Funds, Bonds, 403(B) Plans, Hedge Funds, Roth Individual Retirement Accounts, Real Estate Investments, Investments, Money Market Accounts, IRAs, Income Funds, Money Markets, Qualified Retirement Plans, Defined Benefit, Open End Mutual Funds, Growth Funds, 403 B, Closed End Mutual Funds, Defined Contribution, Non-Qualified Retirement Plans
Services: Commodity Trading Consultants & Advisors, Trust Management, Financial Consultants, Credit Reports, Retirement Planning, Competitive Analysis, Financial Advisors, Employee Benefit Plans, Savings Plans, Asset Management, Estate Planning, Investment Banking, Investment Research, Financial Assistants, Market Analysis, Financial Analysis, 1035 Exchanges, Litigation Support, Asset & Portfolio Management, Insurance Premiums, Investment Planning, IRA Rollovers, Debt Management, Mergers & Acquisitions, Financial Planning, Financial Management, Tax Planning, Investment Services, Retirement & Investment Planning, Fee Based Financial Planning, Brokerage Services, Financial Planners
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