Sustar Financial Group

Sustar Financial Group

  • 4379 Cleveland Rd
  • Wooster, Ohio
  • 44691

Description

Jason was born, raised, and now resides in Wooster with his wife and their four children. He was a Board Member of the Wayne County Pregnancy Care Center for over 3 years, and is also the athletic director at his local church, Heartland Christian Center, organizing and participating in the various sports activities. Some of his favorite hobbies are running, playing football, softball, and basketball. He loves coaching and attending his kids sporting events, and most importantly, relaxing and spending time with his family.

Sustar Financial Group . Many financial firms attempt to be everything to everyone - sometimes causing expensive planning deficiencies. While we can, and do, work with younger age clients, Sustar Financial Group focuses primarily on the needs of those age 50 and over and their specific financial problems and opportunities. Sustar Financial Group has been assisting pre-retirees and retirees with their wealth protection planning for over 38 years.

Where we often create a lot of value is that we not only may be able to develop improved investment strategies, but due to our background, training and experience in finance as well as tax preparation, we can help determine that the tax efficient strategies and the estate planning strategies are in tune with the investment strategies. Some people we meet with have no professional relationships at all while others have well established ones.

Fact sheet

Company founded
1974

Products & services

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