Saved to Favorites

(419) 874-3458CallVisit WebsiteVisit WebsiteMap & DirectionsDirections308 Louisiana AvePerrysburg, OH 43551

More Info

General Info
Not all financial advisors are created equal. As an independent advisor, I am not required to only review proprietary products. I have virtually the whole investment world at my fingertips.
Email
Extra Phones

MobilePhone: (419) 944-9636

Services/Products
I consider myself to be a retirement artist. Clients provide me with information on their accumulated assets and I provide them with a picture of what their retirement will look like. We then establish and annually monitor a strategy to maximize a successful retirement. We will utilize a portfolio of  stocks, bonds, mutual funds appropriate to the clients risk tolerance..
Accreditation

LPL Financial

Categories

Details

Phone: (419) 874-3458

Address: 308 Louisiana Ave, Perrysburg, OH 43551

Website: Main Website

People Also Viewed