Tags
- Insurance Company
- Financial Service
Description
As a Schwab Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you.
I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more
And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, and helping you take ownership of your finances.
The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 513-361-8614 or email me at: chris.ward@schwab.com.
Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value
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