Skylight Financial Group
3 Cincinnati Dayton Road, Olde West Chester, OH 45069
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Skylight Financial Group is a finance and insurance agency located at 3 Cincinnati Dayton Road in Olde West Chester, Ohio. Led by experienced financial advisor Rich, the institution offers comprehensive individualized planning to help clients achieve their long-term financial goals. Rich works closely with clients to develop strategies that encompass maximizing cash flow, building portfolios, managing taxes, protecting lifestyles, preparing for retirement, and leaving a legacy. He is dedicated to helping people with retirement planning and saving for college, and conducts regular meetings with clients for reviews.
Rich graduated from The College of Wooster with a BA in Business Economics and holds series 6 and 63 securities registrations. He is also an LUTC Graduate of The American College. Outside of work, Rich is a devoted husband and father, volunteering in his community and church.
Skylight's culture values teamwork, celebration, client service, and inclusivity. The institution recently welcomed Financial Planner Charles "Coop" Cooper, a member of the Million Dollar Round Table, as a Court of the Table qualifier. The institution's Toledo office hosts an annual Silent Auction to support The Victory Center, showcasing its commitment to giving back to the community.
Skylight Financial Group is a local firm of Massachusetts Mutual Life Insurance Company (MassMutual) and offers securities, investment advisory, and financial planning services through qualified registered representatives of MML Investors Services, LLC. Members of the institution uphold the highest standards of excellence and professionalism in their work.
Reviews
"There are many financial people who will tell you to invest in this or that, insurance plans, mutual funds, annuities. and so forth but they do not help you get to YOUR goal. Rich looks at the entire picture, from cashflow and investments, estate planning, college planning, retirement planning, protecting the family while achieving your goals, and more. In other words, a holistic approach to financial success rather than discrete points with gaps in your financial house."
People Also Viewed
-
Hoffman & Walker Co LPA7553 Warren - Sharon Rd, Brookfield Township, OH 44403, United States
-
American Asset Management Corp.5031 OH-305, Fowler, OH 44418, United States
-
Major Insurance & Tax Group5165 Smith Rd, Brook Park, OH 44142, United States
-
OneMain Financial15765 OH-170 Ste 4, Calcutta, OH 43920, United States
-
Financial AidBuilding A, Room A-1004, Clocktower Dr, Kirtland, OH 44094, United States
-
Global Financial Corporation5350 Transportation Blvd #17, Garfield Heights, OH 44125, United States
-
Tax Matters Inc122 W Main St SW, Sugarcreek, OH 44681, United States
-
A-1 Business Services42 1/2 Munroe Falls Ave, Munroe Falls, OH 44262, United States
-
Business Solutions240 N Market St, Shreve, OH 44676, United States
-
Tax-Pros10497 Main St, Mantua, OH 44255, United States
-
Financial Security Management972 Youngstown Kingsville Rd SE, Vienna, OH 44473, United States
-
Pathway Growth Partners, Llc300 Howard St # 1, Bridgeport, OH 43912, United States
-
U.S. Bancorp Investments - Financial Advisors: Toronto217 N 3rd St, Toronto, OH 43964, United States
-
Small Business Management, inc.390 Youngstown Kingsville Rd, Vienna Center, OH 44473, United States
-
Edward Jones - Financial Advisor: Ryan Wilson6441 S Main St, North Kingsville, OH 44068, United States
-
Druschel Financial Services5950 Silver Creek Rd, New Middletown, OH 44442, United States
-
Prudential | Bob Engle | Life Insurance & Financial Services308 Highland Avenue, Suite B, Washington Ch, OH 43160, United States
-
The Emery Agency Inc4479 Creekside Blvd, Vienna, OH 44473, United States
-
The Warneke Agency15655 OH-170, Calcutta, OH 43920, United States
-
AI Insight Inc.659 High St, Worthington, OH 43085, United States
-
JP Tax and Bookkeeping LLC261 S Hamilton Rd, Whitehall, OH 43213, United States
People also searched for
- Financial Advisor
- Audit & Consulting
- Cash Flow Generation
- Cash Flow Optimization
- College Savings
- Finance Advisor Ohio
- Financial Advisor Ohio
- Financial Growth
- Financial Planning Professional
- Financial Planning Services
- Financial Planning Solutions
- Financial Professional
- Financial Security
- Independent Broker Dealer
- Independent Financial Planning
- Insurance Agency
- Insurance Products
- Investment Advisory Services
- Investment Management
- Investments
- Long Term Wealth Preservation
- Massachusetts Mutual Life Insurance Company
- Mml Investors Services
- Portfolio Building
- Portfolio Diversification
- Registered Representative
- Retirement Planning
- Retirement Strategy
- Skylight Financial Group
- Tax Optimization Strategies
- Tax Planning
- Wealth Creation
- Wealth Management
- Wealth Management Firm
- Wealth Management Solutions
List of local businesses, places and services in Ohio
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos