Our goal is to help you, our valued clients, meet your financial objectives. We take the trust you place in us very seriously.  We treat your money as if it were our own. Our firm strives to protect and increase your investment. We work hard to be good stewards of your money, and to earn the trust you've placed in us. We believe in making a difference in people's lives! We believe that the techniques taught by Dave Ramsey, financial counselor and radio personality, are helpful in reaching your financial goals.
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More Business Info

Taking Care of You and Your Money

BBB Rating
A+
BBB Rating and Accreditation information may be delayed up to a week.
BBB Accredited businesses follow the BBB Code of Business Practices and pay a fee for accreditation review and monitoring. Accreditation is not a BBB endorsement or evaluation of the business’ product quality or competency in performing services.

BBB Rating and Accreditation information may be delayed up to a week.
Hours
Regular Hours
Mon - Fri:
Sat - SunClosed
Extra Phones

Fax: 937-644-8646

Payment method
check
Categories
Investments, Insurance Agents Resumes, Investment Management, Investment Securities