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®

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®

Mrs. Joy E. Pascoe, CFP®
(937) 223-4024
110 N Main St Ste 1100
Dayton, OH
Firm
Morgan Stanley Smith Barney
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable



Data Provided by:
Mr. Michael P Moloney, CFP®
(937) 222-2055
1900 Kettering Tower
Dayton, OH
Firm
SS+D Financial, Inc.
Areas of Specialization
Business Succession Planning, Comprehensive Financial Planning, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Legal Advice

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:
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

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

Data Provided by:
Ms. Sangphet Hanvanich, CFP®
(937) 478-6957
2555 S. Dixie Drive, Suite 202
Kettering, OH
Firm
Hanvanich Financial LLC

Data Provided by:
Mr. John C. Girvin, CFP®
(937) 938-6162
2305 Far Hills Ave Ste 206
Dayton, OH
Firm
Artifex Financial Group

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