The Lake Group - Ameriprise Financial Services

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.

Artifex Financial Group is a fee-only financial planning and wealth management firm located in Dayton, OH. We serve individuals and business owners in the greater Dayton area. Our team of experienced financial advisors can help you create a comprehensive financial plan that meets your unique needs and goals. We offer a wide range of financial services, including investments, insurance, retirement planning, tax planning, and college planning. We are committed to providing our clients with the highest level of service and support. We believe that your interests always come first. See our affiliate offices at 5325 Deerfield Blvd. Mason, OH 45040, 1201 Dublin Road Columbus, OH 43215, 700 N. San Vicente Blvd. 7th Floor Los Angeles, CA 90069.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.