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Granville / Ohio / United States
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For over 15 years, Sharon Phelps has been helping to provide the best financial solutions for any given situation in the greater Granville, OH area. With a multitude of certifications and designations, to include holding her CFP, MBA, and CPA, Sharon is uniquely qualified to help guide you through planning your financial future. As a financial adviser, Sharon provides comprehensive financial planning including retirement planning, life insurance, investment planning, and more as your full-service financial planner. Call Thrivent Financial - Sharon Phelps today to schedule a consultation for your future! By Appointment Only on Thursday and Friday.
You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
As an Ameriprise Private Wealth advisor, I believe thataffluence is about more than just money. Its a way for you to live the lifeyouve always imagined and to accomplish the things youve dreamed about. Ialso believe that wealth brings responsibility and complexity. Just as youveworked hard to reach a level of affluence and comfort in your life, you nowneed to manage and protect all that youve achieved. I have experience helping clients like you deal with the complexities ofwealth. I work closely with you to explore the full range of opportunities yourwealth can bring and advise you on the best strategies for harnessing itspotential throughout your life. Depending on your particular situation, I offerfinancial solutions that can help you: Provide for future generations Give to causes you care about Preserve your wealth so that you can maintain your lifestyle throughout retirement This level of attention and experience is somethingyou can only get from a, knowledgeable, experienced advisor who specializes infulfilling the needs of wealthy clients like you. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
Granville / Ohio / United States
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Our bank has been rated as the #1 Community Bank in central Ohio by Columbus Business First. We focus on commercial and personal banking. Whether you need a small business loan, or would like to refinance your mortgage, our team of experts can personally walk you through the process to help you manage your finances. We know that confidence and ease are important when choosing a bank to fit your needs. When you bank with us youll enjoy free checking, mobile banking, and online bill pay. We can even help you invest for your retirement through our retirement and estate planning services. So whether you are looking to get a home equity line of credit, need to find a partner for your commercial business, or want to think about investing into your 401k our bank can assist you. Check out our website or visit us today!
Granville / Ohio / United States
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While financial assets certainly are a blessing, the time and resources it takes to properly manage them can interfere with the many enjoyments they can bring. Our financial services are here to assist you with the complex tasks of investment management and financial planning so you can focus on other important aspects of your life. With years of experience and vast investment resources at our disposal, were positioned to guide you in your investment decisions with the goal of making a difference in your life today and throughout your tomorrows. Visit our website or give us a call at (740) 587-3975 today to see what we can do for you!