John Hancock Financial Inc

Vantage Point Financial Services LLC is a financial services firm located in Centerville, Ohio, and is a branch office of Cetera Advisors LLC. Led by Mark M. Black, CFP, the firm aims to improve the lives of its clients by providing objective financial advice and exceptional service across various services including investment management, retirement strategies, and estate planning. With a mission to empower clients and their families, Vantage Point specializes in helping individuals navigate their financial journeys through tailored solutions for college planning, insurance, and tax strategies. The firm emphasizes a collaborative approach to financial decision-making, focusing on understanding clients' unique goals and values. Generated from the website

Elizabeth Ph.D. Li CFP is a professional financial planning firm based in Dayton, OH. Specializing in comprehensive financial strategies, the company offers personalized services to help clients achieve their financial goals. With a focus on education and empowerment, Elizabeth Ph.D. Li CFP provides expert guidance on investments, retirement planning, and wealth management. Clients can expect tailored solutions and a commitment to financial well-being from this reputable firm. Generated from their business information