X O Financial Group
418 Bounty Way, Avon Lake, OH 44012
Location & Phone number
About the Business
X O Financial Group is a leading finance institution located at 418 Bounty Way in Avon Lake, Ohio, United States. We provide a wide range of financial services including wealth management, investment planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you reach your financial objectives.
Reviews
"I absolutely recommend Roger Ramirez if you're looking for a fiduciary to help manage your financial goals. He not only helped several of my family members with their retirement funds and deferred comps, but helped my husband and I with a plan for our financial future when we sold our business. And on top of being a true wizard in his industry, he's an all-around-great-guy"
"I recently changed jobs and have an employee 401k. I've been debating what to do with it and how to maximize my investments. I met with Roger Ramirez this week and he took the time to explain the fee structure of the plan I was in and then offered suggestions on how I could lower those fees. He also listened as we talked about my goals. He offered suggestions on investments for my new employer's retirement plan as well as investments for an additional rollover plan. I would highly recommend Roger and XO Financial as a caring and professional investment advisor."
"Roger is fantastic! Very helpful and knowledgeable. Highly recommend him for your 401K and financial needs"
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