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TOP 30 Tax strategy development in Wooster, OH
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Skylight Financial Group
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.
Flowtivity, LLC
Flowtivity, LLC is an accounting and finance institution located at 667 Wildwood Drive in Wooster, Ohio, United States. Our experienced consultants work closely with your team to develop a strategy that will help you focus and take action towards achieving your financial goals. Many firms face challenges in growing and staying relevant in today's competitive market. At Flowtivity, we understand the importance of creating a solid plan and putting in the necessary work to ensure your firm's success. Our team will help you identify the right areas to focus on and provide guidance to help you navigate through any obstacles that may come your way.
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