Financial Plan Advisors

Located in Xenia, OH, Raymond James Financial Services is a dedicated financial company that offers tailored wealth management services, investment banking, asset management, and capital market solutions. Serving a diverse clientele, including individuals, businesses, and municipalities, they provide comprehensive financial planning, portfolio advisory strategies, investment research, and specialized assistance to help clients achieve their specific financial objectives. With a focus on meticulous risk management and personalized attention, Raymond James excels in guiding clients through intricate financial scenarios with expertise honed over many years. Their global presence is complemented by a community-centered approach, ensuring that clients receive thoughtful, objective-driven solutions that prioritize the growth, protection, and efficient transfer of their financial assets. Generated using this brand's available information

Gallagher Pool Wealth Management strives to offer robust wealth solutions to accommodate each client’s asset management needs based on risk tolerance, tax classification and time horizon. We rely on the value of asset allocation, the power of advice, fee-based guidance, and ongoing advice and oversight to determine a prudent investment allocation for each client.

David Rike is a trusted and experienced CPA in Dayton, OH, with over 30 years of expertise in handling complex tax issues. His professional team provides personalized accounting services for both individuals and corporations, including tax assistance, audit defense, and fully automated payroll services. With a focus on delivering a professional experience with a personal touch, David Rike has earned the trust of hundreds of clients over the decades. Clients appreciate his guidance and expertise in navigating tax situations, ensuring tax burdens are removed and successful returns are filed. Whether it's individuals planning for retirement or businesses seeking reliable financial management, David Rike and his associates are dedicated to providing top-notch services.Generated from the website