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,