Services
Standard Financial Planning, Tax Planning Considerations, Investment Strategy & Portfolio Guidance, Risk Management & Insurance Planning
Bollin Wealth Management, LLC Verified by Uberall
Listed In: Financial Planning
Bollin Wealth Management is a fee-only, fiduciary financial planning firm dedicated to helping individuals, families, and businesses achieve their financial and retirement dreams through a disciplined, engineering-based planning process. Rather than selling products, they deliver unbiased advice,… Bollin Wealth Management is a fee-only, fiduciary financial planning firm dedicated to helping individuals, families, and businesses achieve their financial and retirement dreams through a disciplined, engineering-based planning process. Rather than selling products, they deliver unbiased advice, focusing on comprehensive wealth management including investment strategy, risk management, cost minimization, and long-term goal achievement. Their services include standard and retainer financial planning, and total wealth management, all guided by Certified Financial Planner™ standards. As an independent firm, Bollin Wealth is committed to transparency and putting clients' best interests first. Read more
Bollin Wealth Management, LLC
842 West South Boundary Street, Perrysburg, OH
842 West South Boundary Street, Perrysburg, OH