Accounting - Aurora, OH, US
Vice President, Sr. Financial Planner & Chief Investment Officer
We are an independent, family-owned, financial planning firm practicing since 1979. As one of NEO's largest Registered Investment Advisors, we manage over half a billion dollars directly on an independent, third-party platform. Our CFP® practitioners serve a variety of clients from business owners, corporate and sales executives, health care professionals, divorced and widowed spouses, to teachers and retirees. Our role is to help clients make educated decisions about their priorities and goals, lighting a path to get there.
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