Specialties
We are committed to helping successful individuals, retirees, and business owners identify and achieve their financial and lifestyle goals.To assist our clients, we offer a diverse array of financial professionals to create customized financial strategies. We provide our clients with the assistance needed to address both simple and complex financial matters with knowledge and confidence. In addition, we keep our clients at the forefront of the changes in tax laws and financial products. Our clients enjoy a trusting and comfortable atmosphere where they can be a part of planning their future. Please note our other locations at: Atrium Two, 221 East 4th Street, Suite #405 Cincinnati, OH 45202 219 1st Avenue SW Hickory, NC 28602 18 Regency Plaza, Suite 2 Glen Mills, PA 19342 111 South Huron Street Suite A Toledo, OH 43604