Senior Client Relations Manager at Whitaker-Myers Wealth Managers - Wooster, OH, US
Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach. We are Dave Ramsey's Smartvestor Pro's, which means our advisors have the heart of a teacher and a passion for helping you.Offering a wide range of investment services and alternatives, Whitaker-Myers Wealth Managers are committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, we work with clients to design investment portfolios to help meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, we will put you - and your needs - first!