Send to Printer  |  Back to Profile
Shon P. Anderson, CFP, CRPC

0 reviews
40 N Main Street,  Suite 2600,  Dayton, OH 45423
Phone: (937) 225-2614
Web: fa.ml.com...


Description
Investments:
  • Annuities
  • Bonds
  • CDs
  • Commodities
  • Government Securities
  • International Securities
  • IRAs
  • Municipal Securities

  • Mutual Funds
  • Precious Metals
  • Real Estate
  • Retirement Plans
  • Stocks
  • Tax-Exempt Securities
  • Services:
  • Banking
  • Brokerage Services
  • Financial Education Workshops
  • Insurance Brokerage Services

  • Loans or Financing
  • Mortgage Loans
  • Minimum Investment:
  • More than $100,000
  • Planning Types:
  • Asset & Portfolio Management
  • Debt Management
  • Educational Savings Plans
  • Estate Planning
  • Financial Planning
  • Inheritance Planning
  • Insurance Planning

  • Investment Planning
  • Retirement Account Rollover Plans
  • Retirement Planning
  • Tax Planning
  • Trust Services
  • Certifications:
  • Certified Financial Planner
  • Masters of Business Administration
  • Languages Spoken:
  • English
  • Hours:
    Monday   8:30am - 6:00pm
    Tuesday   8:30am - 6:00pm
    Wednesday   8:30am - 6:00pm
    Thursday   8:30am - 6:00pm
    Friday   8:30am - 6:00pm

    By Appointment Only



    ©2014 Cox Search, Inc. All rights reserved. Data provided in part by Localeze and Valpak.