Westerville

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Financial Planner 1
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Melody Brady Headshot
Financial Advisor Financial Planner
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Melody Brady, MBA, CFP®

Wealth CFO, Forefront
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, College Savings, Disability insurance, Estate Plans, Healthy Money Conversations, Investing, Life Insurance, Long-Term Care
WHY I LOVE WORKING WITH WOMEN
I love working with women because I'm tired of watching smart women get talked down to. My clients are senior engineers, executives, and high earners Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • College Financial Prep
  • Family Legacy Planning
  • Financial Planning
  • IRA
  • Personal Tax Planning
  • Retirement planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
240 South State Street
Westerville
Ohio
43081
United States
SERVING:
All 50 States
Virtual Appointments Available
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