Contact Us

Our clients are like close family... we are always available and look for ways to connect and guide.  Stop in, call us, or send an email to connect.  We would love to hear from you!

2230 North Limestone Street
Springfield, OH 45503

Phone: 937.390.8750
Fax: 937.390.8755
Toll-Free: 888.390.8753

Map and directions

PLEASE NOTE: We cannot accept via email any orders for the purchase or sale of stocks, bonds or mutual funds or to request distributions from any account or investment vehicle. Please do not send any personal information, account numbers or other sensitive data.

Sender Name


Phone Number