Financial Services - Top 5 Companies Dayton OH

Financial Services - Top 5 Companies in Dayton, OH. Find phone numbers, addresses and information about Financial Services - Top 5 Companies 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

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

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:
Todd N. Nuss, CFP®
(937) 223-4038
110 N. Main St.
Dayton, OH
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning

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. James D. Rickey, CFP®
(937) 220-4915
40 N Main St Ste 1800
Dayton, OH
Firm
SS+D Financial, LLC

Data Provided by:
Ms. Sandra K. Pierce, CFP®
(937) 223-0600
120 W 3rd St Ste 300
Dayton, OH
Firm
Parker Carlson & Johnson
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

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



Data Provided by:
Mr. Jerel R. Noggle, CFP®
(937) 660-8314
2305 Far Hills Ave Ste 206
Dayton, OH
Firm
Artifex Financial Group
Areas of Specialization
Budget Development, Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: Not Applicable

Profession: Not Applicable

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