CALIFORNIA CONSUMER

Our firm is located in Perrysburg, Ohio to provide confidential financial planning services and investment management to clients in Northwest Ohio and Southeast Michigan. We service clients from Perrysburg, Toledo, Oregon, Northwood, Millbury, Walbridge, Curtice, Elmore, Tiffin, Oak Harbor, Monroe, Temperance and many other local areas. Our office is located minutes from these locations which makes personal, face-to-face meetings convenient for our clients... We believe in thinking "out of the box" and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction... Our firm's main priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our..

Primary location: Perrysburg United States