Angel Investor Dayton OH

Angel Investor in Dayton, OH. Find phone numbers, addresses and information about Angel Investor in Dayton.

Douglas Kinsey
Artifex Financial Group, LLC
(937) 660-8311
2305 Far Hills Avenue
Oakwood, OH
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, Insurance Related Issues, including Annuities, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, AIF, AIFA, CDFA, CFP®

Tyrone Phillippi
LifePlan Financial Group, Inc.
(937) 438-8000
10050 Innovation Drive
Dayton, OH
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CSA

Mr. Alan E. Pritchett, CFP®
(937) 298-7567
2800 Far Hills Ave
Dayton, OH
Firm
Chase Investment Services
Areas of Specialization
Asset Allocation, Banking, Comprehensive Financial Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided by:
Mr. Garry A. Greene, CFP®
(937) 228-1701
111 W 1st St Ste 602
Dayton, OH
Firm
Raymond James Financial Servic
Areas of Specialization
Asset Allocation, Charitable Giving, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Investment Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. James G. Mayeux, CFP®
(937) 223-4056
110 N Main St Ste 1100
Dayton, OH
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, General Financial Planning, Government and Military, Healthcare Planning, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Medical/Dental Professionals

Data Provided by:
Allen Osgood
Financial Freedom, LLC
(937) 458-3661
2661 Commons Boulevard
Beavercreek, OH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Dan Hypes
LifePlan Financial Group, Inc.
(937) 438-8000
10050 Innovation Drive
Dayton, OH
Expertises
Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Women's Financial Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Edwin P. Morrow Iii, CFP®
(937) 285-5343
10 W. Second St.
Dayton, OH
Firm
KeyBank

Data Provided by:
Mr. Dennis A. Riesley, CFP®
(937) 226-2302
6 N MAIN ST
DAYTON, OH
Firm
PNC Investments
Areas of Specialization
Asset Allocation, Investment Management, Retirement Planning
Key Considerations
Average Net Worth: $100,001 - $250,000

Average Income: $50,001 - $100,000



Data Provided by:
Ms. Suzanne E. Pate, CFP®
(937) 229-3726
300 College Park
Dayton, OH
Firm
University of Dayton

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