Emerald Financial Advisor LLC

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Kensington Wealth Partners is a financial planning firm in Columbus, Ohio. They offer a variety of financial services, including retirement planning, income planning, investment planning, estate planning, education funding planning, business owner planning, and charitable planning strategies. The firm is committed to providing clients with the best possible financial advice and service. They offer a personalized approach to financial planning and work with clients to develop a plan that meets their specific needs and goals. The firm also offers a variety of educational resources to help clients learn more about financial planning and make informed decisions about their finances.

Welcome to Gloeckner Financial Group Founded by Gwen Gloeckner more than 15 years ago, Gloeckner Financial Group is a fee-based, independent financial services firm that is committed to helping individuals align their life priorities with their financial goals. We work hand-in-hand with you to simplify your financial life and guide you through the steps necessary to pursue your dreams. We build a relationship with you that is grounded in values, trust, and open communication. We understand that no two clients are identical, so we develop strategies designed specifically for you that takes into consideration the unique aspects of your life. We recognize that our clients' lives are more fulfilled when their wealth achieves purposes that are important to them; whether assuring their own comfortable retirement, providing assistance to family or supporting charitable causes. We work hand-in-hand with each client to simplify their financial life and guide them through the steps necessary to realize their dreams and goals. We believe in the importance of developing a relationship that is built around common values, trust, and honest communication. We know that part of our obligation is to create a financial roadmap designed specifically fro each client that recognizes and incorporates the unique aspects of their life because we understand that no two clients or families are identical. If you share these characteristics, beliefs and values; we would welcome the opportunity to assist and support you in the pursuit of your life goals.