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Announcing our new Southwestern Ohio Division!

Dayton, OH

Photo of Dayton, OH

Get In Touch

Phone: (937) 438-8000 Fax: (937) 438-5885
10050 Innovation Drive
Suite 140
Dayton, OH 45342
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Located in the heart of the Miami Valley at Austin Landing, the Dayton office serves individuals, families and business owners.

Our Dayton team is very proud of its involvement throughout the community, including the Alzheimer's Association of Dayton (sponsor of Longest Day), Dayton Children's Hospital (donation of wagons and blankets), Miamisburg Police Department (donation of Build-a-Bear stuffed animals for kids in need), and packing meals for Haiti.

Areas of Expertise:

  • Wealth Management
  • Life Transitions
  • Retirement Plan Services

Meet the Dayton, OH Team

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