Martin McGillivary - Raymond James

Wray Wealth Management, located in Dayton, OH, is a trusted financial services company that offers personalized financial planning and investment solutions to a diverse range of clients. With a team of experienced professionals, they provide tailored strategies based on individual goals, time frames, and risk tolerance, ensuring that each client receives the right combination of services and guidance. Whether it's assisting business owners, helping retirees manage their wealth, or supporting sudden wealth situations, Wray Wealth Management is committed to helping clients achieve their financial objectives. Backed by the resources and expertise of Raymond James, one of the largest independent financial services companies in the country, Wray Wealth Management offers a depth of knowledge and ability to match the unique needs of their clients. With a focus on applying their expertise effectively, they strive to help clients make the most of every investment opportunity. Established in 1962, Raymond James has a long-standing reputation for excellence, making Wray Wealth Management a reliable choice for those seeking comprehensive financial planning and wealth management services.Generated from the website

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.

Riegel Financial, based in Ohio, offers a comprehensive approach to financial planning, investment strategies, and tax services, utilizing a team approach to guide clients through their financial journeys. By partnering with Raymond James, they provide tailored insights and access to a diverse range of investment options, ensuring clients have a complete understanding of their financial landscape. The firm is dedicated not only to empowering individuals with clarity around their finances but also to fostering community well-being through active engagement and support of local initiatives. Riegel Financial positions itself as a partner in success, assisting retirees, business owners, and working professionals in navigating key life transitions and achieving their unique financial goals. Generated from the website