The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Miamisburg is here for you, serving the Greater Dayton area, including Kettering, Centerville, Bellbrook, Springboro and Troy. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy,... Read More about Edelman Financial Engines

I am a dedicated financial planner who considers my clients like family. I have a passion for helping people achieve their financial and retirement goals. I pride myself on making complex financial ideas easily understandable to help my clients feel comfortable. Outside of work, I enjoy playing golf and pickleball, spending quality time with my family, and cheering for Ohio... Read More about Justin Kattau - Edelman Financial Engines

I’m a financial planner who specializes in retirement income strategies and planning for financial goals. I have a passion for helping my clients and their families achieve a brighter financial future. In my spare time, I’m usually spending time with my family or attending sporting events in the area. EFE may request that clients share their experiences. No compensation is... Read More about David Bailey - Edelman Financial Engines

Everhart Advisors is a financial advisory firm specializing in corporate retirement plan consulting and wealth management for individuals and families. Our firm is founded on a commitment to integrity, passion, and a focus on delivering the best possible outcomes for our clients, with offices in Columbus and Dayton, Ohio, and Fort Myers, Florida.

Banking shouldn’t be hard and at Wright-Patt Credit Union (WPCU), we make it easy. With Member Center locations in Southwest and Central Ohio, 40,000+ of lower-to-no-fee ATMs, thousands of Shared Branching locations nationwide and an award winning mobile app, we give you all the conveniences you expect from a traditional bank. But, here’s what sets us apart--our personal service and... Read More about Wright-Patt Credit Union

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Rick Pate will take the time to understand you and your goals, as well as those changing... Read More about Rick Pate - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Jennifer Lee Fox will take the time to understand you and your goals, as well as those... Read More about Jennifer Lee Fox - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Sydney Dixon will take the time to understand you and your goals, as well as those changing... Read More about Sydney Dixon - Associate Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Kateryna Kariniemi will take the time to understand you and your goals, as well as those changing... Read More about Kateryna Kariniemi - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, JC Collins will take the time to understand you and your goals, as well as those changing... Read More about JC Collins - Branch Manager, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Tyler Dayhoff will take the time to understand you and your goals, as well as those changing... Read More about Tyler Dayhoff - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Karl Kessler will take the time to understand you and your goals, as well as those changing... Read More about Karl Kessler - Branch Manager, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Cassondra L Salazar will take the time to understand you and your goals, as well as those... Read More about Cassondra L Salazar - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Charles R. Southard will take the time to understand you and your goals, as well as those... Read More about Charles R. Southard - Financial Advisor, Ameriprise Financial Services, LLC

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Miamisburg, OH area, Jeff Reis will take the time to understand you and your goals, as well as those changing... Read More about Jeff Reis - Financial Advisor, Ameriprise Financial Services, LLC

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