Insurance Agent & Financial Adviser **
Today's investment climate offers unprecedented opportunities. Our financial adviser ** will help clients take advantage of those opportunities by providing them with three key tools: * A clear understanding of their financial goals * A well-defined financial plan for achieving those goals * Ongoing advice to help adjust their financial plan when their needs change
Please use our Web site as a resource, and do not hesitate to contact us for additional information or to schedule a meeting. We are conveniently located just off of 675 at the corner of Alex-Bell and 48. We serve Dayton Ohio, Beavercreek, Springboro, Middletown, Lebanon, Centerville, Oakwood, Kettering, Brookville, Cincinnati Ohio, and surrounding areas.
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