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PinnacleSource Financial Solutions

PinnacleSource Financial Solutions in Findlay, OH
637 Trenton Avenue, Findlay, OH 458402640
(419) 424-5740

Contacts

Street address:
637 Trenton Avenue

City / suburb:
Findlay

County:
Hancock

State:
Ohio

ZIP code:
458402640

Phone:
(419) 424-5740 (Primary Phone)

GPS Longitude:
-83.6607513427734

GPS Latitude:
41.0587387084961

Business description

Integrated Financial Planning and Coaching

As the preeminent provider of retirement distribution strategies in the Findlay area, Tom uses integrated financial planning to specialize in retirement distribution planning, Roth IRAs and conversions, rollovers for qualified plans, and the emerging arena of Multi-Generational IRAs. Tom has a sincere passion for assisting people to make sound decisions for their retirement and financial future. He will help you design your financial plan to maximize your retirement nest egg. As an independent advisor, Tom holds affiliation with several independent marketing organizations which affords him access to all advisor management funds, alternative investments, and an extensive variety of other products.

General information

Business data
Estimated number of employees: 2 to 4
Annual sales estimate: 0
City / suburb: Findlay, OH
County: Hancock
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More details about this business

According to our records, this business is located at 637 Trenton Avenue in Findlay (in Hancock County), Ohio 458402640, the location GPS coordinates are: 41.0587387084961 (latitude), -83.6607513427734 (longitude). PinnacleSource Financial Solutions is categorized under Financial Consultants. Current estimates show that the unit has a sales volume of $$100,001 to $500,000 and staff of approximately 2 to 4 people. You can contact the company by phone at (419) 424-5740.
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