Our Services

  • Fee-Based Personalized Financial Planning, through Investment Advisor Representatives **
  • Full Service Securities Brokerage Services **
  • Individual Life**, Disability, and Long-Term Care Insurance
  • College Funding and Savings Plans **
  • Estate Planning **
  • Employer Sponsored Plan Review
  • Dedicated 404(c) Instruction

 

      ** Securities are offered through Voya Financial Advisors, Inc. Member  SIPC.
           5880 Sawmill Road, Suite 210 Dublin, Ohio 43017

 

*Services offered through our Strategic Alliance Partners

  • Individual and Business Property and Casualty Insurance, through Columbus Insurance Partners Agency*
  • Individual and Group Health Insurance, through direct brokerage services*

 

          

 

*Services offered through our Strategic Alliance Partners.  Strategic Partners are not affiliated with Voya Financial Advisors,