Smart Professional Services LLC

Yarger Wealth Strategies is a Westerville-based wealth management firm that offers comprehensive and personalized financial solutions to high-end clients. With a team of experienced professionals and a commitment to exceptional client experiences, they strive to empower remarkable living through their concierge-level wealth management services. As a fiduciary, Yarger Wealth Strategies is dedicated to acting in the best interest of their clients and upholding the highest industry standards. Their suite of services includes retirement planning, investment solutions, portfolio management, risk management, and more, tailored to the unique needs of high-net-worth individuals and corporations. With over six decades of experience, they have established themselves as trusted advisors in the field of wealth management.Generated from the website

Merit Advisors LLC is a financial services firm based in Westerville, OH, offering tailored and trusted financial strategies to help individuals scale the retirement mountain and achieve their financial goals. With a focus on estate planning, retirement planning, tax planning, and social security, their team of experts provides personalized financial plans to guide clients on their journey towards a secure and prosperous retirement. Through a three-step process of exploration, evaluation, and creation, Merit Advisors LLC helps clients understand their financial situation, determine their retirement needs, and implement a strategy that aligns with their goals. They also offer informational seminars to educate individuals on retirement income strategies and wealth management. With a commitment to helping clients work towards their dreams, Merit Advisors LLC is dedicated to providing comprehensive financial guidance and support.Generated from the website