Investment Advisor in Findlay, Ohio

Ohio

Strategic Investment Advisors

(no reviews)

000-000-0000

1100 E Main Cross St #157 Findlay OH 45840

Business Description

Strategic Investment Advisors is an established regional wealth management firm with 3 locations in NorthWest Ohio. We provide wealth management and retirement plan services driven by personalized attention tailored to your needs. 'Our clients are successful people who have achieved success and seek professional guidance to establish an integrated plan for solving their financial challenges and enhancing their financial situation. Often, their experience and needs require solutions that go beyond traditional investment consulting. Our ongoing process begins by understanding the unique circumstances of our clients to then coordinate solutions with them, their advisors, and our network of experts. 'Our firm was formed in 2005 with the merger of the wealth management practices of Mark Klopfenstein and Scott Hohman. Today Mark and Scott continue to serve as the companys leaders with advisory experience dating back to 1992.

Main Investment Advisor Photo For Strategic Investment Advisors - Findlay, OH

Mission Statement

To provide Findlay quality Financial Planner assistance as a Investment Advisor, Financial Planning, Financial Consultant and Retirement Planning.

Strategic Investment Advisors meeting your Financial Planner needs since 2005.

Reviews

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At SIA we believe a successful client experience is best achieved with coordinated effort focused on your most important financial goals and needs. To accomplish this, a wealth management plan should go beyond an investment portfolio to incorporate solutions for all phases of your financial life.

Services

Content Is Currently Under Construction.

Service Locations

Investment Advisor Findlay - Financial Planning Findlay - Financial Consultant Findlay
Retirement Planning Findlay - Investment Consulting Findlay - Wealth Management Findlay

Serving Area:

Findlay

County

Hancock

Serving Zip Code:

45840

Latitude

41.0420376