Team

Caleb Frankart

Financial Advisor

419-785-4525 [email protected]

I have been working in financial services for the past 10 years and love helping people save and …

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Jason Demland CFP®

CERTIFIED FINANCIAL PLANNER™ |

(419) 785-4525 [email protected]

I could have probably been a teacher. Or a rock-star. Rock-star would have been good too. My Path To …

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Jason Bernal CFP®

FOUNDER | CERTIFIED FINANCIAL PLANNER™

(419) 785-4525 [email protected]

I began my career in the financial services industry while attending the University of Toledo. After graduating, I …

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FREE CONSULTATIONS - THEY NEVER HURT!

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We offer free consultation meetings before you get invested in our company. We would love for you to come in to meet us and hear more about what we do day-to-day and how we can take care of you and your finances.

Jason Demland Caleb Frankart