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CFP, Jr. Financial Advisor, Divorce Coach,
Divorced Assets
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Post-Divorce Matters
SPECIALTIES
- Financial Planning
- IRA
- Retirement planning
- Wealth Protection
LOCATION
6636 Longshore St
Dublin
Ohio
43017
United States
Dublin
Ohio
43017
United States
STATES SERVED:
All 50 States, OH
Virtual Appointments Available
Financial Advisor,
21st Century Financial
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Disability insurance, Employee 401K Programs, Investing, Life Insurance, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because of the genuine connection we create. Women are generally more honest, more open to sharing who they are and Read more...
SPECIALTIES
- Financial Planning
- IRA
- Money Mindsets
- Retirement planning
- Socially Conscious Investing
- Special Needs Planning
- Tax Mitigation
- Wealth Protection
LOCATION
1900 Polaris Pkwy #450
Columbus
Ohio
43240
United States
Columbus
Ohio
43240
United States
STATES SERVED:
All 50 States
Virtual Appointments Available
Great Lakes Division President,
Primary Residential Mortgage Inc.
WHY I LOVE WORKING WITH WOMEN
I have always believed in working with the underserved markets in my industry. Our greatest value is to support our partners through education and lending Read more...
SPECIALTIES
- Lending Programs
LOCATION
347 W Milltown Rd
Wooster
Ohio
44691
United States
Wooster
Ohio
44691
United States
CPA,
Thrive Wealth Pros
OVERVIEW OF SERVICES
401K Planning, Estate Plans, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
The main reason I enjoy working with women is that I am one! As all you other women know, we are very different from men Read more...
SPECIALTIES
- Business Cash Flow Analysis
- Business Coaching
- Business Financials
- Business Growth
- Business Planning
- Business Succession Planning
- IRA
- Personal Tax Planning
- Self Directed IRA
- Small Business Tax
- Tax Mitigation
- Tax Preparation
- Trust Planning
- Wealth Protection
LOCATION
7672 Montgomery Rd
Cincinnati
Ohio
45236
United States
Cincinnati
Ohio
45236
United States
STATES SERVED:
All 50 States
Virtual Appointments Available