Fundacion Finance LLC
213 Potomac Drive, Findlay, OH 45840
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Fundacion Finance LLC, located at 213 Potomac Drive in Findlay, Ohio, is a finance institution that has built its long-term success on always prioritizing the interests of its clients. Our highly qualified and experienced staff provide independent advice on a range of financial services including pensions, inheritance tax, investments, business protection, and wealth planning. We specialize in stable investment options such as bonds and commodities, as well as offering opportunities to invest in mutual funds and Initial Public Offerings (IPOs) at a relatively low cost.
At Fundacion Finance, we believe in providing impartial financial advice to help individuals and businesses achieve their financial goals. Our team of independent financial advisers will work with you to create financial plans that align with your short, medium, and long-term objectives. Whether you are looking to grow, preserve, or pass on your wealth, we are dedicated to helping you achieve your financial ambitions through lasting relationships and holistic financial planning.
Our specialist business financial advisers and consultants are committed to helping businesses build stronger and more robust financial foundations. We understand that the financial objectives of a business are often intertwined with the goals of the owner, so we take a holistic approach to our services to address both sets of objectives.
Fundacion Finance operates as an External Asset Manager, with agreements in place with globally acclaimed custodian banks. This model allows us to provide independent advice on multiple custodian banks, offering a wider range of solutions to our clients. Our personalized relationship management approach ensures that our asset managers and relationship managers take the time to understand each client's individual requirements in order to provide tailored investment banking options.
As a global consultancy, Fundacion Finance works with ambitious change makers to define the future. We collaborate with our clients to achieve extraordinary results, outperform the competition, and redefine industries.
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