Michael Perez, CFP®, CKA®, CAP®
Private Wealth Adviser, Certified Kingdom Adviser
A private wealth advisory practice of Ameriprise Financial Services, LLC
Jim Ward, Financial Advisor
Making Sense of Investing
Buckeye Lake, OH
Logan Financial Group offers personalized planning for the financial goals of individuals and small, medium and large businesses.
Calloway Robertson, CFP®, Senior Financial Advisor
Robertson & Nolan Group
Wealth Management and Goals Based Planning
Accounting and tax services for individuals and small businesses
River Tree Wealth Management is an Ohio-based, leading financial planning firm providing ideas, investments, and insurance personally tailored to affluent families, business owners, and decision makers nationwide.
Financial Planning and Wealth Management