Gateway Financial, LLC
About the Business
Gateway Financial, LLC is a finance institution located at 9821 Olde 8 Road, Northfield, Ohio, United States. We are a fee-only, full-time fiduciary, and wholly independent firm dedicated to helping you navigate the complexities of financial success. Whether you have investments to manage, a 401(k) from your employer, or need assistance in creating a comprehensive financial plan, our team is here to streamline your finances, reduce taxes in retirement, plan for income, and help you understand your investments.
Please note that all investing involves risk, and no investment strategy can guarantee a profit or protect against loss. Gateway Financial, LLC is registered as an Investment Advisor with the State of Ohio and in other jurisdictions where exempted. Our information is provided "AS IS" and without warranties of any kind. We do not provide investment, tax, accounting, or legal advice, and our website should not be relied upon for transacting securities or other investments.
At Gateway Financial, LLC, we prioritize your financial well-being and aim to provide you with the guidance and support you need to achieve your goals. Contact us today to learn more about how we can help you secure your financial future.
Photos
Location & Phone number
9821 Olde 8 Rd M, Northfield, OH 44067, United States
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
Reviews
"Always professional and easy to communicate and get in contact with would recommend"
"I would like to HIGHLY recommend Gateway Financial Services for their professionalism and for providing solutions that best fit my needs. Todd sits down and LISTENS and asks questions so he understands what my financial needs are. His follow-up is amazing!!!!"
"Gateway is a business of integrity and professional conduct. I would give them 6 stars!"
"Have always gotten professional service with attention to detail. Todd is always available and just a phone call a way. A big thumbs up."
"Very pleased with the service we receive as clients of Gateway Financial LLC. It was such an easy transition and am so confident that we are in great hands."
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