Voted Best Financial Advisors by The Delaware Gazette
One of the most important financial decisions you can make is to seek the advice of a trusted, qualified advisor.
Family Financial of Central Ohio
Securities Offered Through Emerson Equity LLC
Member FINRA, SIPC
only in states in which Emerson Equity LLC is registered or operating pursuant to exemption from registration. Emerson Equity LLC and Family Financial of Central Ohio are not affiliated.
Values are the guide to Family Financial of Central Ohio. From strategic planning to day-to-day decision making to the manner in which we treat our customers.
We will be recognized as having professional standards. Our employees will posses knowledge and skill for the benefit of our customers.
Real Value to Our Customers
We are here to satisfy our customers. By providing quality products, services, advice and sustainable value, we will strive to create solutions to meet their individual needs.
The highest levels of honesty and fairness characterize all of our dealings. We develop trust by maintaining the highest ethical practices.
We are committed to providing unbiased advice and prudent strategies for investing. Our services are always tailored to your unique needs.
Our clients depend on us to choose the right companies with excellent strengths. We earn this faith by choosing carriers that historically maintain uncompromising claims paying ability, a healthy earning stream and investment performance results, consistent with a prudent investment management philosophy.
Advisors | Financial Planning for the Future
Create a standardize practice for financial planning.
Investors | The Power of a Healthy Life Portfolio
You may be thinking, "I'm doing well, but could I be doing great?"
Financial Needs Analysis
401k Rollover Advice Assistance
IRA's / Traditional Roth
Individual Stocks and Bonds
Mutual Funds & ETF's (Exchange Traded Funds)
Managed Money / Wrap Accounts
Gold / Silver / Commodities / REIT's
Life Insurance (Term & Permanent)
Long Term Care Insurance
Money Market Savings
401k Retirement Pension Services
Group Life Insurance
Group Long Term Care Insurance
Group Disability Insurance
Key Man Insurance
Group Health Insurance
Greg has been involved in the Financial services business since 1997 and his work history shows employment at firms like John Hancock, Edward Jones and JP Morgan Chase Bank. After 5-years at JP Morgan Chase, he opened his own investment advisory business in Delaware, Ohio called Family Financial of Central Ohio in June 2010.
Bill always had a passion for investments and retirement planning. He has always enjoyed helping his friends and his customers with their investments needs.
Bill enjoyed working with Greg at JP Morgan Chase Bank, and admired his strategic planning as well as his honest approach to retirement wealth/management.