Financial Advisors in Xenia

Integrity... Says it all about Ken Stone and his staff. He is there to serve his clients and helps you make wise financial decisions, not just your investments!

I have my financial planning with Bob Westfall and he does a superb job of keeping track of my finances, suggesting and making changes when needed, and shows genuine personal interest in helping.

If this is who I think it is, the financial advisor's name is actually Bill Wood. He is a person of incredible integrity and I'd trust him with anything. Knows his stuff.

very accessible; agents are fully trained; calls you each year to set up appointment but welcomes walk-ins; normally have the same agent each year.