Asset Management Consultants, Inc.
An Independent Firm
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Professionally Speaking
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***WE ARE MOVING***
We're pleased to announce that effective November 23, 2009, our office will move to:
575 Copeland Mill Road, Suite 1A
Westerville, OH 43081-8977
Phone (614) 895-2990 Toll Free (877) 262-0110 Fax (614) 794-1885
Our new location is just South of St. Ann's Hospital. Even though we are not moving far we are excited about our new location. It will give us ample room for growth and a more comfortable environment for our financial advisors, associates, and most importantly, clients. Map to our new location.
OUR APPROACH
Our firm uses the financial planning approach to guide our clients and structure an investment program designed to help them achieve their financial goals. Based on a comprehensive review of a client’s objectives, we prepare personalized financial analysis for individuals, businesses or non-profit organizations and assist in the implementation of appropriate investment strategies.
We believe in putting our clients first in order to build long-term relationships that allow us to understand their desires and dreams. This benefits the client by allowing us to get applicable information that may reveal hidden investment opportunities and then targeting and incorporating those opportunities into their total financial situation.
We specialize in helping our clients plan for retirement. As they transition into retirement, we are there to guide them through the specific decisions that need to be made, ultimately striving to preserve wealth and increase spendable income throughout their retirement years. Much of our work centers around in-depth retirement planning for the sophisticated investor.
Other areas of personal financial planning include investment planning, estate planning, educational planning and insurance analysis.
Your Rights as a Client:
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Click here to read the Raymond James Client Bill of Rights |
623-H Park Meadow Rd
Westerville, OH 43081-2876
Phone: 614-895-2990
Fax: 614-794-1885
Toll-Free: 877-262-0110
Contact Us
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© 2009 Raymond James Financial Services, Inc., member FINRA / SIPC Privacy Notice