Edward Jones - Financial Advisor: Brad Glenn

Financial Pathways

Financial Pathways is a certified financial planning firm that provides expert advice on financial matters throughout the entire financial journey. Our team of financial planners is dedicated to helping clients achieve their financial goals and objectives. We offer comprehensive financial planning, retirement planning, investment advice and/or management, financial advice for women, younger people, student loan analysis and college planning. Our goal is to help our clients make sound financial decisions that will put them on a path to success. Our advisors have a wealth of experience and knowledge in financial planning. They are committed to delivering personalized advice that is tailored to each individual’s specific needs. We understand that every person’s financial situation is unique, and so we strive to provide tailored solutions that are tailored to each individual’s goals and objectives. Our advisors are also highly-trained and certified in financial planning, so they can provide the most up-to-date information and guidance.

CTB Financial Services

At CTB Financial Services, we provide our customers with a unique set of capabilities and services to help them make their best financial decisions. Our expertise in Modern Portfolio Theory, income and estate taxes, and personal financial strategies is unmatched. We also focus on educating our customers and building relationships with them through face-to-face meetings. As a privately owned, independent investment advisory firm, our investment reach is global and sophisticated, giving us the edge when it comes to making smart decisions about your money. We are committed to providing quality financial advice and personal customer service. With over three decades of tax, estate planning, and investment experience, we are confident that we can help you reach your financial goals.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

Stewardship

Investment, Insurance, Home Loan, and Real Estate  Advisors serving you with wisdom and love. As life progresses, we find ourselves looking to buy a house, weighing different insurance policies, and trying to build wealth for the future. Those things are tough to do correctly when we do not have the proper information. Unfortunately, everybody has seen the consequences of, or experienced themselves, poor financial decision without proper education and guidance: A mortgage with excessive fees or a rate that is not competitive; improper insurance coverage; terrible customer service; poor investment advice; paying too much taxes; just to name a few. These are all financial injustices, and they can easily flood into the rest of our life carrying relationships and marriages downstream with them. When I read about and witnessed these financial injustices, I felt sick. Even now, as I write this and think about these things, my stomach churns. It makes me angry, and I want to stop it wherever I can. It is that passion that is the driving force behind Stewardship.

Oxford Financial Partners

At Oxford Financial Partners, we offer financial planning services to clients throughout the US. From people who are just beginning to plan for retirement to those who are already in retirement and need to make sure their assets are reliable for the long-term, our team of experienced advisors can help you reach your goals. No matter where you are in your retirement journey, we have the tools and knowledge to help make sure you have a secure financial future. We have offices in both Cincinnati and Denver to better serve our clients, who range from 20 different states. We always prioritize our clients’ financial success, offering personalized advice and investment advice tailored to your individual needs. Our team won’t treat you like a number but strive to build a lasting relationship with each one of our clients. We understand how important it is to make sure your finances are in order, so that you can focus on enjoying your retirement years. So, if you are looking for a trusted partner to help guide you towards financial success, look no further than Oxford Financial Partners. Get in touch with us today to get started on making your retirement dreams a reality.

Long Run Financial, Ltd

At Long Run Financial, Ltd, we strive to empower individuals and families through an affordable and simplified approach to managing their finances. Our mission is to provide comprehensive financial services that are tailored to fit the unique needs of each person or family. We take away the confusion of saving, spending, and investing, by presenting our services in a clear and concise manner. We offer a range of services, from helping with basic budgeting and debt elimination, to providing long-term financial planning and investment advice. Our experienced team understands the importance of creating a personalized plan in order to reach one’s financial goals, and works hard to ensure that everyone remains informed and on track.

Outlook Wealth Advisors

Making sound financial decisions as you enter retirement can be a daunting task. But for over 25 years, Outlook Wealth Advisors has been helping pre-retirees and retirees plan for their dream retirement. Our team of Certified Public Accountants and Certified Financial Planners® uses a holistic, fiduciary process to create personalized financial plans and comprehensive strategies. Our goal is to provide our clients with the confidence to live the retirement life they've always envisioned. Our approach to retirement planning includes income strategies, investment management, and tax mitigation solutions, as well as healthcare and long-term care strategies and estate planning. We believe that these strategies should work together in harmony and not be viewed as standalone solutions. We have a long-term view that encompasses the entire life of the client, rather than taking a short-term, transactional approach. At Outlook Wealth Advisors, we understand and respect that our clients have worked hard to earn the right to enjoy their retirement years. We will work closely with them to protect their assets and provide reasonable growth, so they can pass on their legacy to the next generation.

Independent Financial Planner

Independent Financial Planner offers a wide range of services to help individuals and businesses plan for their financial future. We provide unbiased investment advice, financial education, retirement plans, portfolio management, college planning, annuities, life insurance, long term care insurance, tax free investments and more. Our team of experienced professionals are dedicated to providing clients with the best advice possible – no minimums, no selling, no pressure – always with the client’s needs in mind first. We offer a full range of services, complete choice and access to a variety of investment options including stocks, bonds, mutual funds, exchange traded funds, CDs and real estate investment trusts. Additionally, we work with our clients to develop budgets and cash management strategies tailored to their individual needs. We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.

ACG Investment Management

ACG Investment Management LLC is a financial services provider committed to maximizing returns and safeguarding capital for its clients. Founded by Greg Silberman, the firm offers comprehensive investment advice, utilizing elements of behavioral finance to create a unique strategy that blends fundamentals, technicals, and sentiments. They serve a wide array of customers, from individuals to families to institutions, and all receive personalized guidance from an experienced team.We take pride in the quality of our services, and aim to ensure that your needs are met quickly and efficiently. Our experienced team of professionals is here for you, so don't hesitate to get in touch today.