Consolidated Financial
Finance · Ohio, United States · 51-200 Employees
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Overview
Headquarters
5850 Venture Dr Ste A, Dublin, Ohio, 430...Phone Number
(614) 932-0000Website
www.investconsolidated.comRevenue
$10.7 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Consolidated Financial
Consolidated Financial is a Registered Investment Advisor that offers Investment Management and Retirement Planning services for individual clients, as well as 401(k) and IRA-based Retirement Plan services for business clients. Established in 1998, the firm partners with custodians like Charles Schwab and operates in a fiduciary capacity, ensuring the highest standard of care for its clients. The company specializes in providing personalized financial advice to clients with complex financial needs, free from ties to specific investment products. As independent advisors, they prioritize acting in the best interests of their clients at all times.Explore more
Consolidated Financial Org Chart
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Consolidated Financial Tech Stack
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Consolidated Financial is a Registered Investment Advisor that offers Investment Management and Retirement Planning services for individual clients, as well as 401(k) and IRA-based Retirement Plan services for business clients. Established in 1998, the firm partners with custodians like Charles Schwab and operates in a fiduciary capacity, ensuring... Read More
