Best Financial Advisors in Westerville, OH

This means that even though we are based out of Westerville, Ohio (and enjoy being a large part of the community) we have fully embraced technology without losing that very important individual touch. For those wishing to stay at home because of COVID concerns and for our clients out of town/state, we now have the ability to operate over teleconference (Zoom). In most cases, every part of the process, from meeting you and identifying your goals to signing documents, can be done entirely online. We have enjoyed embracing this option and find many of our clients have too! That being said, we are still in our office every day and our doors are completely open to clients for traditional engagements. Whether to have an appointment at our table or just to stop by and shake our (sanitized) hands, we love that we can offer our clients both options.

As an RN for 10 years, I learned to stabilize the patient, assess and follow a plan of action to get them as healthy as possible. Sometimes they were unable to reach their healthiest goals, but we could improve their quality of life. Others, we were able to cure the disease or injury and live a full healthy lifestyle. When working in heart surgery, everyone on the team had their role and worked together with a common goal of healing that patient. This correlates so well to what we do today in stabilizing the financial situation for the family; assess their goals, budget and assets. We are not always able to get them to their loftiest goals, but we are focused on helping to improve their quality of life. Our Stark Financial team can work together to help fix their financial injury and help to get them on track towards their goals. This background based in servant vs sales will echo across the company as we continue to grow with more advisors. Having experience with captive agencies that focus more on growth of transactions have helped me be vigilant in my desire to bring a common-sense transparency that focuses on the long-term relationship. We will grow organically with leaders that share our vision to help those that want and appreciate the experience, guidance and service we provide

Invest for the futurePut more money away for retirement through most small-business plans than they might otherwise be able to save though an individual retirement account (IRA)Realize tax deferred growth of investmentsBe more content 9and therefore more motivated) with a benefits package that includes a company retirement planTake advantage of the knowledge and experience of the financial professional associated with your plan. We believe in establishing a win-win objective. The first step is letting us know what your real needs and goals are.

EmployerParticipants Contribute to their own accounts. Employer contributions (including match), if any, are deductible as a business expense. Flexible program designs to suit employer needsAnnual nondiscrimination testing is not required for some safe harbor 401(k) plans ParticipantsHigh Contribution LimitsLoans may be available