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Summit Financial Strategies
Distance: 2.4 Mi110 Northwoods Blvd # 2
43235 Columbus -
John E Sestina & Co
Distance: 2.7 Mi1161 Bethel Rd Ste 201
43220 Columbus -
jbv's Competitive Edge
Distance: 5.3 Mi50 North St Apt 11
43202-2087 Columbus -
Waller Financial Planning Grp
Distance: 5.3 Mi941 Chatham Ln Ste 212
43221 Columbus -
The Wealth Advantage Group
Distance: 5.0 Mi5005 Horizons Dr Ste 100
43220-5293 Columbus
Website Links
Description
It is the people behind the door that make an organization. In the next few pages you will meet who we are and whom we affiliate ourselves with to provide the level of services we offer to you. When you become our client, our goal is to: - Put you first at all times. - Abide and adhere to the highest standard of ethical behavior and fiduciary responsibility. - To monitor and review those business partners we utilize to provide custodial and other services for your benefit. - Consistently add-value to our relationship by striving to deliver outstanding performance and services, while keeping costs as low as possible. - Maintain highly effective controls to protect your assets and confidential information. - Adapt, evolve, and continuously improve, because you do, and you should expect this same level of excellence from us.