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TOP 30 Financial planning for high net worth individuals in Dublin, OH
4 results found
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Michael Hairston - Associate Financial Advisor, Ameriprise Financial Services, LLC
Michael Hairston is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 6241 Riverside Drive in Dublin, Ohio, United States. Michael holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, estate planning, investment strategies, and retirement planning. With his comprehensive knowledge and commitment to ethical practices, Michael provides personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Whether you are looking for guidance on investment opportunities, insurance products, or financial planning for domestic partnerships, Michael Hairston is dedicated to helping you achieve your financial goals.
Nathan Daugherty - Financial Advisor, Ameriprise Financial Services, LLC
Nathan Daugherty - Financial Advisor at Ameriprise Financial Services, LLC, located at 5860 Venture Drive in Dublin, Ohio, United States, offers a wide range of financial services and expertise. Nathan Daugherty holds various certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With comprehensive knowledge and experience in asset management, retirement planning, estate planning, investment strategies, and more, Nathan Daugherty is dedicated to providing personalized financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Nathan Daugherty at Ameriprise Financial Services, LLC for expert financial services tailored to your specific needs and goals.
Ken McMahon - Financial Advisor, Ameriprise Financial Services, LLC
Ken McMahon - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 6515 Longshore Loop, Dublin, Ohio, United States. Ken McMahon holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Ken McMahon's expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Ken McMahon is dedicated to helping clients make informed decisions and achieve their financial goals through a holistic approach to wealth management.
Kovacs Colon & Associates
Kovacs Colon & Associates is a law firm located at 7155 Corazon Drive in Dublin, Ohio, United States. Specializing in business and tax law, the firm is led by principal Mr. Kovacs-Colón, who has extensive experience in representing closely held businesses, high net worth individuals, and professional service organizations. The firm offers services such as business entity selection, formation, governance, mergers and acquisitions, ERISA, employee benefits, and executive compensation. Mr. Kovacs-Colón has a strong background in financial product regulations, qualified and non-qualified deferred compensation programs, welfare benefit programs, tax-exempt organizations, and estate planning. He has represented clients in Federal Court and provided valuable counseling on a variety of business and tax-related matters. The firm's objective is to maximize the flexibility of businesses to achieve operational objectives while minimizing taxation, ultimately fueling financial growth for both the business and its stakeholders. With a focus on providing sophisticated qualified plan and fringe benefit plans, Kovacs Colon & Associates helps clients reach their financial goals and protect their assets. Francis Kovacs-Colón, the firm's principal, is a highly qualified attorney with a Bachelor's degree from Ohio State University, a Juris Doctor from Capital University Law School, and an LL.M. from Capital University Law School. He is fluent in Spanish and a member of various legal associations. His practice extends to a wide range of legal areas, including executive compensation, welfare benefit programs, tax-exempt organizations, and estate planning.
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