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401k questions, we are here to answer them.

With the current downturn in the market we have been receiving a lot of questions from people about what to do with the money in their 401ks. 

We are here to help!

There are many 401k plans where we can directly help you with the management of your account.  We can work with you to tailor an investment strategy that fits you and your financial goals.


Here are just a few of the local employers where we can provide this service:

  • Trinity Health Systems (Commonspirit Health)
  • Cleveland Cliffs
  • Energy Harbor
  • Marathon
  • American Electric Power (AEP)
  • Office Depot
  • UPMC

Even if you don’t see your employer on this list, don’t hesitate to call. 


You can reach us at 740-264-4466.


Photo by Ave Calvar on Unsplash