Contact Us

If you would like to know more about beginning a personal wealth journey with us, please contact us today to schedule your free consultation appointment. Additional information can also be found at our Frequently Asked Questions page.

Best wishes for a successful wealth planning journey. Please let us know if we can be of help to you. For a free consultation, call us at 419-636-4001 or 260-319-4969.

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516 East High Street
Bryan, Ohio 43506
419-636-4001

211 East Maumee Street, Suite 101
Angola, Indiana 46703
260-319-4969