CARING RELATIONSHIPS begin here

To help you understand how we might partner with you to help organize your finances and plan for retirement, we offer a no-obligation, Complimentary Conversation.

In this informal discussion, we discuss your situation and goals and consider if we are a good fit to help you create your financial plan together.

Schedule your Complimentary Conversation today to see if the Kingsdale Financial Planning Process might be right for you.

Kingsdale Wealth Management Partners of Raymond James
Please click here to schedule a meeting
3178 Kingsdale Ctr
Upper Arlington, OH 43221-2000
kingsdalewealthmanagement@raymondjames.com

Direct: 614.442.2355
Office: 614.442.2340