Gallagher Insurance, Risk Management & Consulting

Visible Progress is a trusted advisor and consulting firm based in Westerville, OH, specializing in helping community banks enhance their profitability, market share, and customer satisfaction. They offer strategic sessions and expertise to improve operational efficiency, create customer satisfaction growth plans, and position financial institutions as leaders in their respective markets. With a focus on relationship building skills and a defined process, Visible Progress empowers banks to differentiate themselves and succeed in the competitive industry. Their team of experts helps lay out customized plans, align processes and systems with strategies, and provide training to enhance team members' confidence in their relationship building abilities, ultimately leading to increased success and customer loyalty.Generated from the website

Partnership Financial is a Columbus-based financial planning firm that offers fee-only services to clients in Ohio and throughout the United States. With a dedicated team of experts, they provide comprehensive solutions in tax planning, investments, estate planning, retirement planning, and more. Driven by their mission to deliver exceptional financial guidance, Partnership Financial stands out from the competition by offering personalized strategies tailored to each client's unique needs and goals. Their commitment to transparency and client-centric approach sets them apart in the industry.Generated from the website

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.