Edward Jones - Financial Advisor: Douglas A Bickert, ChFC

White Oak Partners, based in Westerville, OH, is a leading multifamily investment manager specializing in institutional-quality real estate. With a focus on maximizing value for stakeholders, the company targets communities that offer attractive risk-adjusted returns through a disciplined approach to market research and risk management. With an experienced management team averaging 25 years in the industry, White Oak Partners emphasizes effective risk management and quick deal execution. Their investment strategy is rooted in a deep understanding of local market dynamics, allowing them to identify opportunities across various resilient markets in the United States. Generated from the website

Ga Gummer & Assoc Inc is a professional services firm based in Westerville, OH, specializing in providing a range of consulting and advisory services to clients in various industries. With a focus on delivering tailored solutions and strategic insights, the company assists businesses in optimizing their operations and achieving their goals through personalized consulting services. Generated from their business information

Merit Advisors is a financial services firm based in Westerville, OH, offering tailored and trusted financial strategies to help individuals scale the retirement mountain and achieve their financial goals. With a focus on estate planning, retirement planning, tax planning, and social security, their team of experts assists clients in creating customized financial plans that reflect their unique needs and aspirations. Through a three-step process of exploration, evaluation, and creation, Merit Advisors helps individuals determine their retirement goals, assess their financial situation, and implement strategies to ensure a comfortable and secure retirement. Additionally, they offer informational seminars to educate clients on retirement income strategies and wealth management. With a commitment to helping individuals work towards their dreams, Merit Advisors provides personalized financial guidance and support throughout the retirement journey.Generated from the website