Alluvial Private Wealth (Marion)
107 North Main Street, Marion, OH 43302
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About the Business
Alluvial Private Wealth in Marion, Ohio, is a finance institution that is expanding with the opening of a new office in Northeast Ohio/Cleveland. Led by Randy Bliss, CFP®, our team of specialists is committed to serving individuals, high-net-worth families, businesses, and non-profit organizations. We offer services such as retirement planning, investment management, and special needs planning. With decades of experience and a focus on personalized service, we strive to help our clients achieve financial success. As a Registered Representative of Sanctuary Securities Inc. and Investment Advisor Representative of Sanctuary Advisors, LLC, we are dedicated to providing top-notch financial planning services. Visit us at 107 North Main Street to meet our team and learn more about how we can assist you with your financial goals.
Reviews
"I couldn’t be happier with my decision to invest with Lars and Lisa at Alluvial. They have made me feel so included and important and never pressure me to do anything. Coming from someone who doesn’t know a lot about investing, Lars and Lisa both provided me with so much education and always make sure I understand what they were telling me. I’ve had nothing but great experiences with this company and will continue to stay with them. Definitely recommend!"
"I appreciate Alluvial for their personal touch to doing business and client engagement. The advisors take their time to educate myself and my family on investing options as well as answer questions for positioning our portfolio. My parents have worked with the wealth management of Alluvial for years. Although they have only been managing our portfolio for a short amount of time, I have grown to understand why my parents have trusted Alluvial and their investing strategies."
"Lars is such an outstanding, creative, financial mind. His wealth management style would be well-suited for all clients. I am also a high school economics teacher and Lars has come in several times to talk to my classes about preparing financially after high school or college in order to be successful. My students were fascinated with all of the tools and knowledge that he brought to the classroom. Highly recommended."
"Alluvial Private Wealth is a great group of people who are experts at managing my investments. They are passionate about growing my capital and nourishing it to help meet my personal goals. They are also fantastic members of the community and enrich the region with their volunteering and philanthropic efforts as well."
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