Shirley Park

Semi Retired at Financial Management Group, In - Sharonville, OH, US

Shirley Park's Colleagues at Financial Management Group, In
Zafar Khan

Financial Management Consultant

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Carol Chase

Consultant - Consultant

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Joel Musser

Wealth Advisor, Principal

Contact Joel Musser

Micah Peterson

Associate Wealth Advisor

Contact Micah Peterson

Rob Lemmons

Principal & Director of Financial Planning

Contact Rob Lemmons

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Shirley Park's Contact Details
HQ
513-984-6696
Location
Company
Financial Management Group, In
Shirley Park's Company Details
Financial Management Group, In logo, Financial Management Group, In contact details

Financial Management Group, In

Sharonville, OH, US • 20 - 49 Employees
Financial Services

What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, kids, retirement, healthcare and other important priorities. It's about life planning and gaining more comfort with your long-term financial security.As stated in our registration with the SEC, our team of 16 professionals serve 528 client households with approximately $812 million of assets under management as of December 31, 2021. Furthermore, we are please to announce that we have joined forces with Howell Financial Advisors and have added a second Total Wealth Planning office in Carmel, IN.

Comprehensive Financial Planning Investment Advisory Executive Compensation Small Business Owner Financial Services Financial Advisory Services
Details about Financial Management Group, In
Frequently Asked Questions about Shirley Park
Shirley Park currently works for financial management.
Shirley Park's role at financial management is Semi Retired.
Shirley Park's email address is ***@twpteam.com. To view Shirley Park's full email address, please signup to ConnectPlex.
Shirley Park works in the financial services industry.
Shirley Park's colleagues at Financial Management Group, In are Zafar Khan, Carol Chase, Joel Musser, Micah Peterson, Dominic Privitera, Marc Wambaugh, Rob Lemmons and others.
Shirley Park's phone number is 513-984-6696
See more information about Shirley Park