Financial Services

Best Life Financial Group
Description

Financial Planning/Investments.

We help you live your Best Life in the 2nd half of life!

BLYC Member
Michael J. Perez
Phone
614-505-0865
Edward Jones
Listing Title
Description

Jim Ward, Financial Advisor
Making Sense of Investing

BLYC Member
Jim Ward
Phone
740-527-0889
Address
4455 Walnut Road, Suite C
Buckeye Lake, OH
43008
Logan Financial Group
Listing Title
Description

Logan Financial Group offers personalized planning for the financial goals of individuals and small, medium and large businesses.

BLYC Member
Jody Passen
Phone
614-442-0214
Address
3100 Tremont Rd Ste 210
Columbus, OH
43221
Merrill Lynch Wealth Management – Robertson & Nolan Group
Description

Calloway Robertson, CFP®, Senior Financial Advisor
Robertson & Nolan Group
Wealth Management and Goals Based Planning

BLYC Member
T. Calloway Robertson, III
Phone
614-825-0362
Address
8890 Lyra Drive, 5th Floor
Columbus, Ohio
43240
Perks Pusateri & Company CPAs
Description

Accounting and tax services for individuals and small businesses

BLYC Member
Grant S. Perks
Phone
614-392-7800
Address
137-B Commerce Park Drive
Westerville, OH
43082
Thrivent Financial
Listing Title
Description

Financial Planning and Wealth Management

BLYC Member
Jeff Ritter
Phone
614-626-2778