We are a team of experienced, trustworthy financial planning professionals in Ohio dedicated to a common goal – helping you achieve financial independence. We serve as your partner in creating a comprehensive financial plan to guide you on a path toward a more secure future. We specialize in developing strategies for individuals, families, business and farm owners by providing streamlined strategies to complex challenges.
Our mission is to guide individuals, families, business owners and farm owners on a path toward financial security throughout Ohio. To do so, we provide honest, trustworthy, objective recommendations that are at all times in the best interests of our clients. Put simply, we serve as your trusted partner in helping you achieve your goals.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Secure Path Advisory Group and Cambridge are not affiliated.
This communication is strictly intended for individuals residing in AL, CA, CO, DE, FL, IL, IN, KY, LA, MI, NV, NJ, NC, OH, OK, PA, SC, TX, VA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced. FINRA/SIPC
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