Broker Check

Investment Planning

We will provide you with a basic understanding of the various investment options available to you. You will be able to make informed decisions regarding your investment choices while working toward financial independence. Together we will choose optimal investments that utilize your goals, time horizon, priorities, and risk tolerance.


  • Bonds 
  • Common stock
  • Educational IRA 
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Brokerage Account
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • 401(k)
  • 403(b)
  • Profit Sharing


"In investing, what is comfortable is rarely profitable." - Robert Arnott



Invesment Planning Service Areas

State Street Advisors in pleased to be able to serve the entire Central Ohio area with our expert financial planning services. If you are in any of these areas, then please be sure to give us a call today! We would love to hear from you! (614) 895-2584. Series 6, 7, 24, 63 securities registrations.

 

Have A Question?







Thank you! Oops!

Recommended Content

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.