Overview

We are a North Central Ohio firm with a fee based and planning focus. We have successfully integrated other practices into our firm with a high level of service resulting in a 95% retention rate. Due to growth of scale, we are looking to bring on other partners or create an avenue for adviser's to retire out of with confidence. We would be open to a variety of potential partnerships to facilitate our growth.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred
Resources
Loading...