Heather Rohrs's Colleagues at Masterpiece Financial Services
Heather Rohrs's Contact Details
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Toledo, Ohio Area
Masterpiece Financial Services
Heather Rohrs's Company Details
Welcome to Masterpiece Financial Services, a fee-based financial planning, tax preparation, and investment advisory firm headquartered in Maumee, OH. Our mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client.We believe strong relationships are built on honest communications, transparent processes, deep expertise, and a long-term commitment to clients' success.Values: Heart – our practice is about the dreams and aspirations of our clientsIntegrity – our world is about money management which embodies reliability, strong moral principles and the quality of being honest and forthright Excellence – we must constantly measure how to get better; to build, refine and enhance our value propositionRespect – We pride ourselves on effective communication with a willingness to receive feedback with an open mindCommitment –We are solution-driven by working hard and smart; a trait of sincere and steadfast fixity of purposeSecurities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPCwww.finra.org and www.sipc.orgAdvisory services offered through J.W. Cole Advisors, Inc. (JWCA)J.W. Cole Financial, Inc. and Masterpiece Financial Services are unaffiliated entities.Advisors must be properly registered in the state where you live in order to conductsecurities related business with you. A response to your request for information might bedelayed in order to assure our compliance with this regulation. No information provided onthis site is intended as a solicitation to buy or sell any security. The investments and servicesmentioned may not be available in every state. No security will be offered or sold to anyperson, in any state in which such offer, solicitation, purchase, or sale would be unlawfulunder securities laws of such jurisdictions. All information is based on material believed tobe true but not guaranteed and is subject to change. Additionally, the Advisor does notverify the content of and is not responsible for the opinions of any other users' posts ontheir social media site, all opinions are those of the Advisor and do not necessarily reflectthose of JWC/JWCA.