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Investment Consulting in Findlay, Ohio
Strategic Investment Advisors
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.
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.
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.
Serving Area:
Findlay
County
Hancock
Serving Zip Code:
45840
Latitude
41.0420376
Longitude
-83.6276853
Year Established
2005
Payments Accepted
Specialties:
Investment Advisor
Financial Planning
Financial Consultant
Retirement Planning
Investment Consulting
Wealth Management
Investments
Financial Services
Investment Advisors
Investment Fiduciary
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Popular Tags
Investment Advisor Financial Planning Consultant Retirement Consulting Wealth Management Investments Services Advisors Fiduciary
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Contact Information
Direct Email Contact
Mailing Address
1100 E Main Cross St #157
Findlay, OH 45840
Telephone/Fax
000-000-0000
Website
Other Website
Email Contact
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Strategic Investment Advisors in Findlay, OH has a higher trust score for Investment Consulting than: