Our lives are full of moments and milestones and so many of those milestones come with questions that can shape your financial future:
“We’re expecting a baby soon. How do we start saving for college?”
“I would like to retire in five years. Am I on track for my retirement?”
“I’ve just started a new job. What do I do with my 401(k) from my previous employer?”
And so many more.
For your milestones, and your questions, we’re here for you.
We design personalized investment strategies to help grow and protect your wealth. You can count on a high level of service throughout the financial planning process and beyond. To set up an appointment, call us at 419-294-2351 or 740-383-5889. We look forward to hearing from you!
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Located at: 100 North Sandusky Avenue, Upper Sandusky OH 43351 – Phone: 419-294-2351
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
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This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com 
