CONNECT

Address:

7359 International Dr. Ste A
Holland, OH 43528

Phone:

419 861-1682

Fax/Other:

419 861-3201

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 


  • Tax management 
  • Investment management
  • Retirement strategies 
  • Estate planning
  • Insurance and annuity products


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck