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        Taking Care of You and Your Money

        General Info
        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.
        BBB Rating
        A+
        BBB Rating and Accreditation information may be delayed up to a week.
        BBB Accredited businesses follow the BBB Standards for Trust 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.
        Extra Phones

        Fax: (937) 644-8646

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

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        Details

        Phone: (937) 644-1661

        Address: 1040 N Maple St, Marysville, OH 43040

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