We are an independent financial services firm located in Smithville, Ohio. Our current client base is primarily Wayne and Medina counties, but we have been privileged to work with select families across the United States. We work hard to help organize and simplify our clients financial lives and to help clients make sound financial decisions over their lifetime.
We desire long term rewarding relationships and want to be our clients primary source of financial information when issues arise. With five registered advisors and four support staff members, we have the flexibility to offer a broad range of financial services while maintaining the personal touch of our small town community.
We desire long term rewarding relationships and want to be our clients primary source of financial information when issues arise. With five registered advisors and four support staff members, we have the flexibility to offer a broad range of financial services while maintaining the personal touch of our small town community.
Services
Chances are, when you think of Ramsier Financial Services, the 'name and face' that you associate with us is your own Advisor. And while one person may be your primary point of contact, there is a network of people, systems and processes that make sure each client is appropriately supported by our entire financial team.
Doug joined Ramsier Financial Services in the spring of 2008 and in 2013, became Co-Owner of Ramsier Financial Services with Tim Ramsier & Brent Steiner. Caleb joined Ramsier Financial Services in January of 2015. In addition to advising clients and preparing financial plans, he oversees the office's operational and investment processes.
These relationships are built from day one - with a goal of openness and understanding of what you need and what we can offer. New clients or existing clients - those seeking advice on a new service, we follow a four-step process that is easy to follow.
Based on the information from the first meeting, we often choose to send out a letter to the client which outlines what we understood your goals and objectives to be and outline which services we will provide to address those needs.When a client elects to move forward with one of our services, additional information may be collected in order for us to properly analyze the given situation.
Based on the information from the first meeting, we often choose to send out a letter to the client which outlines what we understood your goals and objectives to be and outline which services we will provide to address those needs.When a client elects to move forward with one of our services, additional information may be collected in order for us to properly analyze the given situation.
At Ramsier Financial Services, Inc., we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.
Many of our clients are age 50 and older. By this age many investors have accumulated assets from many different sources, but most do not have a written investment plan or what we would call an Investment Policy Statement. Written plans act as a blueprint for future dollars added to the plans or can assist with liquidations as needed.
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