Cincinnati, OH

Phone:

  • 513-923-2100

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

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Flipbooks

You can review interesting Flipbooks on my site.

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Wealth Management, Investment & Financial Planning

 

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.

We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth management. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource.  Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

There is no better compliment than a referral from a satisfied client!  Please let us know how we can help someone you know.

 

Gary L Roell, CFP®           Justin D McColaugh, AIF®
Co-Founder / Financial Consultant           Co-Founder / Financial Consultant
 
 

Securities offered through Sigma Financial Corporation, LLC. Member FINRA and SIPC. Investment advisory services offered through SPC, a registered investment advisor.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck