3 Best Financial Services in Dayton, OH

“Russell Total Wealth and Wellness is a registered Financial planner. Rob Russell is the firm's President, CEO, and Investment Advisor Representative. The Russell Total Wealth and Wellness team is ready to assist you with your questions. They enjoy visiting with their clients at social events throughout the year. They love showing appreciation, recognizing new clients, and having fun together. Throughout the year, they host a variety of opportunities for you to connect with them and learn about issues related to wealth and wellness. They are committed to delivering value that exceeds their fee, and their objective is to offer a comprehensive plan that simplifies your financial life. To accomplish this, they utilize an advanced process incorporating academically proven tools and techniques, enabling you to coordinate all aspects of your financial life.”

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“Anderson Financial Strategies, LLC mission is to provide their clients with the highest quality financial expertize and rapidly responsive service through an honest relationship. Shon P. Anderson is the president and chief wealth strategist for the firm. As President and Chief Wealth Strategist, he delivers premium expertize to clients to serve their financial strategy needs. Shon P. Anderson started his financial career in 2003. He is a two-time graduate of Wright State University, completing a bachelor's degree in financial services and an M.B.A. degree in finance. He has earned the distinguished designations of CERTIFIED FINANCIAL PLANNER (CFP) and Chartered Financial Analyst (CFA). Whether you're looking for help managing your company's retirement plan, handling your investment portfolios with responsiveness, or seeking personalized financial planning, their experienced wealth specialists are here to assist you. They aim to bring clarity and confidence to your business, family, and long-term legacy. They blend leading-edge technology and professional human advice to provide a premium experience. Using modern tools allows them to spend more time with their clients.”

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“Gudorf Financial Group, LLC is an independent financial planner. Danny Gudorf is the founder and CEO of the firm. The firm focus on retirement and tax planning for people over age 50. At Gudorf Financial Group, LLC, the team understands that navigating the complex world of retirement planning can be overwhelming. As your dedicated financial planner in Dayton, Ohio, they aim to provide expert guidance, personalized strategies, and unwavering support to achieve your financial goals. With their team of certified financial professionals and a comprehensive range of services, they are committed to being your trusted partner on the path to financial success. They firmly believe that effective financial planning should be as unique as you are. Their experienced financial planners take the time to understand your circumstances, aspirations, and challenges deeply. When managing your financial future, you deserve nothing less than the expertize of certified professionals. Their team of financial planners brings a wealth of knowledge and experience. They understand that financial planning is a dynamic process that requires continuous attention and adjustment. Their commitment to you extends beyond the initial plan development.”

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