Investment Bank/Securities Brokerage - Dublin, Ohio, US
Fee-Only Fiduciary and Registered Investment Advisor. Professional Asset Management with Customized Financial Advice. We are not affiliated with any social media website. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. No compensation has been exchanged for any testimonials, endorsements, and/or recognitions. Information that appears on our social media accounts should not be construed as a solicitation or offer to sell securities or provide investment, tax, legal, or consulting services over the internet and should not be acted upon without obtaining specific advice from a qualified professional. Any third-party links shared on our social media accounts are not intended to imply that we, or our employees, endorse, sponsor, promote, and/or are affiliated with the owners of or participants on those sites or endorse any information contained on those sites unless expressly stated otherwise. We have no control over how third-party websites use the information you share. Additional information, including management fees and expenses, is provided on our Form ADV Part 2, available upon request or at the SEC’s Investment Advisor Public Disclosure site.
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