Broker Check

Downtown Office

101 N Main St, Suite B (rear)
Bluffton, OH 45817

Learning Center

We periodically post white papers, research articles, and news of interest in the learning center.   Feel free to browse these articles and enhance your financial education!  Our 'Resources' tab includes a host of articles, videos, and other items that are published and kept up-to-date.   If there are topics you would like us to cover, please contact us!