McCloy Financial Services

Over 40 years ago, Larry Waller established a financial planning firm built on the principle that financial planners first and foremost were trustworthy advocates of each of their client's financial futures. Waller Financial Planning Group has continued its successful growth on this principle, combining effective planning with long term investment strategies. Waller Financial also embraced Larry Waller's commitment to community philanthropy, with our clients designating over $60 million to community causes. Waller Financial provides advisory services to clients throughout Ohio and Florida, employing a team of financial specialists who are dedicated to each client's financial success.

Wells Fargo Advisors, based in Columbus, OH, is dedicated to helping clients achieve their financial goals through a comprehensive suite of investment options, including traditional and Roth IRAs, college savings plans, and various borrowing products. Their team of experienced financial advisors prioritizes a client-first approach, providing personalized strategies that encompass estate planning, retirement, and wealth management. In addition to investment services, Wells Fargo Advisors offers educational resources and insights on market trends to empower clients in navigating financial decisions. The firm emphasizes the importance of financial planning throughout different life events and provides tools to help clients recognize and protect themselves from potential scams. 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.