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Christmas without Cash Vandalia OH

Welcome to the Holidays on the Net Local Pages. Here you can find local information about Christmas without Cash in Vandalia, OH. We have compiled a list of businesses and services around Vandalia, including Financial Planners that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Financial Planning in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Allen Osgood
Financial Freedom, LLC
(937) 458-3661
2661 Commons Boulevard
Beavercreek, OH
Expertises
Ongoing Investment Management, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Estate & Generational Planning Issues, Helping Clients Identify & Achieve Goals, High Net Worth Client Needs
Certifications
NAPFA Registered Financial Advisor, CFP®, MBA

Dan Hypes
LifePlan Financial Group, Inc.
(937) 438-8000
10050 Innovation Drive
Dayton, OH
Expertises
Helping Clients Identify & Achieve Goals, Financial Issues Between Generations, Women's Financial Planning Issues, Ongoing Investment Management
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Michael A. Thein, CFP®
(937) 264-4000
8535 N Dixie Dr Ste A
Dayton, OH
Firm
Thein Financial Group
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Dana L. Schock, CFP®
(937) 276-2149
4500 Wadsworth Rd
Dayton, OH
Firm
Schock & Poores CPAs, Inc.

Data Provided By:
Mr. William J Schretter, CFP®
(937) 280-4977
6450 Poe Ave Ste 115
Dayton, OH
Firm
Raymond James Financial Services, Inc.
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Self-Employed Business Owners

Data Provided By:
Douglas Kinsey
Artifex Financial Group, LLC
(937) 660-8311
2305 Far Hills Avenue
Oakwood, OH
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Tax Planning, Insurance Related Issues, including Annuities, Advising Employee Benefit Plan Participants
Certifications
NAPFA Registered Financial Advisor, AIF, AIFA, CDFA, CFP®

Tyrone Phillippi
LifePlan Financial Group, Inc.
(937) 438-8000
10050 Innovation Drive
Dayton, OH
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Advising Employee Benefit Plan Participants, Financial Issues Between Generations, Retirement Planning & Distribution Rules, Planning Issues for Business Owners
Certifications
NAPFA Registered Financial Advisor, CFP®, CSA

Mr. Dustin B. Beam, CFP®
(937) 387-6490
8569 N Dixie Dr
Dayton, OH
Firm
Pathways Wealth Management
Areas of Specialization
Asset Allocation, Education Planning, General Financial Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: Not Applicable

Average Income: Not Applicable

Profession: Not Applicable

Data Provided By:
Mr. Stephen T. Hester, CFP®
(937) 274-2000
1530 Needmore Rd
Dayton, OH
Firm
Ameriprise Financial

Data Provided By:
Mr. Michael G. Griesmeyer, CFP®
(937) 877-1280
811 Juniper Ct.
Tipp CIty, OH
Firm
Wealth Management Group, Inc.
Areas of Specialization
Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

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