Sandy CFP

Portfolio Manager at Johnson Investment Counsel - White Oak, OH, US

Sandy CFP's Contact Details
HQ
800-541-0170
Location
Company
Johnson Investment Counsel
Sandy CFP's Company Details

Johnson Investment Counsel

White Oak, OH, US • 100 - 249 Employees
Investment Bank/Securities Brokerage

Johnson Investment Counsel is one of the nation's largest independent RIAs, currently serving clients in 49 states. As a fee-only wealth management firm, we proudly embrace our fiduciary duty to our clients—meaning we have a legal obligation to put your interests above our own. Through Johnson Private Client Group, Johnson Trust Company, and Johnson Asset Management, we serve individuals, corporations, retirement plans, foundations, and endowments.Johnson Investment Counsel, Inc. was founded in 1965 under the principle that clients are our top priority. Our dedication to service stems from our passion to provide sophisticated solutions to our clients, partnering with them to develop long-lasting relationships that span generations. As an independent company, the owners of our firm are also employees. Instead of focusing on the expectations of external shareholders, you are working with people who have a vested interest in your success.

Wealth Management Retirement Planning Income Tax Planning Estate Planning Investment Management Goal-Based Planning Insurance Analysis Asset Management Investment Bank/Securities Brokerage Management Investment Open-ended
Details about Johnson Investment Counsel
Frequently Asked Questions about Sandy CFP
Sandy CFP currently works for Johnson Investment Counsel.
Sandy CFP's role at Johnson Investment Counsel is Portfolio Manager.
Sandy CFP's email address is ***@johnsoninv.com. To view Sandy CFP's full email address, please signup to ConnectPlex.
Sandy CFP works in the Investment Management industry.
Sandy CFP's colleagues at Johnson Investment Counsel are Michael CFA, James Berendt, Tina Carpenter, Deanna Richter, Nick Jones, Rachael Coates, Ann Grimaldi and others.
Sandy CFP's phone number is 800-541-0170
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