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647 Park Meadow Rd., Ste C, Westerville, OH 43081

(614) 895-2584
mark.havanec@ceteraadvisors.com
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Worthington Ohio

FINANCIAL ADVISOR IN WORTHINGTON, OHIO

Preparing for your financial future starts with the right partner — and State Street Advisers is here to help you move forward with clarity and confidence. As dedicated financial advisors in Worthington, Ohio, we create customized strategies tailored to your goals, lifestyle, and long-term vision. Whether you're planning for retirement, growing your investment portfolio, or managing your wealth, we’ll guide you in making informed, confident financial decisions.

Cetera Advisors LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

Secure Your Financial Future with Financial Planning in Worthington, Ohio

Strategic financial planning in Worthington, Ohio built to protect your assets, optimize growth, and create long term financial stability.

If you are looking for comprehensive financial planning in Worthington, Ohio, you need a structured strategy that adapts to every stage of life. Whether you are building wealth, managing a growing portfolio, or preparing for retirement, we create customized financial plans designed to align your investments, tax strategies, and long term objectives into one coordinated framework.

Worthington families and professionals benefit from disciplined planning that accounts for evolving income levels, market conditions, and estate considerations. Our process brings clarity to your numbers so you can move forward with confidence.

Comprehensive Financial Planning Services in Worthington, Ohio

Our financial planning services include:

  • Retirement accumulation and income distribution strategies
  • Investment portfolio construction and risk management
  • Tax efficient financial structuring
  • Estate planning coordination with legal professionals
  • Insurance and asset protection analysis
  • Education and legacy planning strategies
  • Small business and succession planning


Each plan is engineered to improve efficiency, manage volatility, and position you for sustained financial growth.


Partner with a Trusted Financial Advisor in Worthington, Ohio

Selecting the right financial advisor in Worthington, Ohio can significantly influence your long term success. We provide ongoing guidance and strategic oversight so your financial decisions remain aligned with your evolving goals.

As your financial advisor, you receive:

  • Continuous portfolio monitoring and rebalancing
  • Risk management during market fluctuations
  • Structured retirement income planning
  • Tax conscious financial coordination
  • Regular performance reviews and strategic updates

We begin with a comprehensive financial assessment, analyzing assets, liabilities, income streams, and long term objectives. From there, we implement a tailored strategy designed to protect and grow your wealth.

Planning with Confidence and Clarity


Financial planning is not a one time event. It is an ongoing discipline that evolves as your life and the economic landscape change. With professional financial planning in Worthington, Ohio, you gain a proactive strategy focused on preservation, growth, and legacy planning.

If you are ready to work with an experienced financial advisor in Worthington, Ohio, schedule a consultation and take control of your financial future with structure, confidence, and purpose.

Financial Services in Worthington Ohio

  • Financial Planning in Worthington Ohio
  • Investment Planning in Worthington Ohio
  • Retirement Income Planning in Worthington Ohio
  • Estate Planning in Worthington Ohio
  • Wealth Management in Worthington Ohio
  • Education Planning in Worthington Ohio
  • Tax-Efficient Investment Planning in Worthington Ohio
  • Business Succession Planning in Worthington Ohio
  • Insurance Planning in Worthington Ohio

Your Financial Future Deserves a Trusted Local Partner

Work with a financial advisor in Worthington, Ohio who truly takes the time to understand your personal financial story and long-term aspirations. Our team builds clear, customized strategies that help you grow, protect, and enjoy your wealth at every stage of life. Explore our process and our history to see how we’ve guided Worthington families and professionals toward lasting financial confidence.

Our Process

Our Process

Worthington, Ohio Financial Consulting


Our aim is to get to know and understand your needs, wants, and long-term goals.With that in mind, we use the following process to help you make the best investment choices to meet your goals. Contact State Street Advisers for financial services consulting in Worthington, Ohio. 

 

We discuss what your financial goals are and what you are looking for in a Financial Adviser.
In order to collect your current financial information you complete an in-depth questionnaire. We gather your financial goals, needs and ambitions. These important factors must be taken into consideration while developing your financial plan.
What kind of investor are you? Conservative, Moderate, or Aggressive. We then help you measure your risk tolerance.
Equipped with that knowledge, we assemble available investment strategies that will help you meet your financial goals. We provide recommendations on products that are based on your risk tolerance. Once a decision has been made on the options you would like to utilize, we set up your unique personal portfolio.

 

Once you begin investing in your future, market fluctuations, and changing investment choices make it necessary to monitor and manage your portfolio. We keep you informed of any new investment choices that could optimize your portfolio.
If you would like financial services consulting in Worthington, Ohio, then be sure to call State Street Advisers today!

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Our History

Our History

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. Get financial and investment consulting in Worthington, Ohio today.

 

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

 

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

 

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

 

We invite you to check out all the material on our website. If something prompts a question, please send us a quick email or call our office. We look forward to speaking with you! We are proud to serve Worthington, Ohio with financial, wealth management and investment services. 

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