Martin McGillivary - Raymond James

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Dayton, OH area, James Stefanoff will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Fifth Third Private Bank has been dedicated to serving families for over a century, specializing in goal-based financial planning through their innovative Life360 process, which offers a comprehensive view of clients' financial situations. The bank provides a range of services, including wealth management, commercial banking, and small business solutions, ensuring that clients have access to the expertise they need for their financial journey. As a member of the FDIC and an Equal Housing Lender, Fifth Third Private Bank emphasizes the importance of informed investment decisions, advising clients to consult with tax professionals or legal advisors before making choices based on their financial information. With a commitment to transparency, they caution that investments carry risks, including potential loss of principal, and insurance products may vary by state. Generated from the website

Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you create the lifestyle you want. Our objective is to help provide a path, connecting you to the future you desire — whether you’re investing for financial growth, preparing to send kids to college, planning for your retirement, or working toward another goal. The experienced Investment Professionals at Fifth Third Securities will work hard on your behalf to help bridge the gap between where you are, and where you want to go. As your situation or objectives change, your Investment Professional is here for you to discuss ways to adapt your strategy.