In addition to providing you with information on our firm and the services we provide, this website has been designed to become a helpful resource tool to you, our valued clients and potential clients. Our dedication to superior client service has brought us here as we endeavor to continue to provide the highest quality professional service and guidance.
As you browse our site, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section).
As you browse our site, you will see that we have highlighted background information on our firm and the services we provide. We have also included useful resources such as informative articles (in our Newsletters section) and interactive financial calculators (in our Financial Tools section).
Services
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing. The sooner you understand.
Teresa attended The Ohio State University and has been in the financial services industry for more than 10 years. Brian has spent the last 7 years involved in the investment services & financial planning world. His initial experience. Dave has been in the financial services industry since the year 2000 with a demonstrated history of helping clients.
We are a full-service financial & investment firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help work towards them by our providing tailored financial information.
A detailed planning process is the best way to establish financial confidence. Once we get to know you we can begin to develop a dynamic investment & financial plan that will address your immediate needs and goals while adjusting for changes in your professional and social life down the road. We are in it together for the long haul.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Reviews (10)
Dylan Walsh
Jun 02, 2021
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Ariana Pappan
May 31, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
Great group to work with. Highly recommend for someone looking to grow their wealth & get their financial planning in order. I’m a business owner so having someone handle these things is a huge help and leaves me with more time to focus on my business.
Great group to work with. Highly recommend for someone looking to grow their wealth & get their financial planning in order. I’m a business owner so having someone handle these things is a huge help and leaves me with more time to focus on my business.
Brylan Real Estate
May 29, 2021
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Joe Rex
May 28, 2021
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Darrell Stanyard
May 22, 2021
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Bari Task
May 20, 2021
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Jane Grimm
May 19, 2021
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Ej Coleman
May 13, 2021
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Brian and his team have been managing my portfolio for about 6 years now and the level of service and attention to my needs/financial goals have always been met or exceeded expectations. Brian does a great job of understanding financial goals and helping you come up with a strategy/roadmap to achieve them. Brian and his team have helped me reach some short term personal financial goals of mine, while also helping me set up my long term planning/retirement. I am looking forward to continuing to work with Brian for many years to come.
Shayla Mitrik
May 11, 2021
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Elias Pappan
May 10, 2021
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