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State DirectoryInvestment Advisory Service in Xenia, OH
1. James Investment Research Inc
1349 Fairground Rd, Xenia, OH 45385
From Business: James Investment Research was founded in 1972 by Dr. Frank James. James Investment manages balanced, all-equity, fixed income, and small cap portfolios.
6. Montgomery Insurance & Investments
114 S Detroit St, Xenia, OH 45385
From Business: Established in 1956 by Robert T. Montgomery, Montgomery Insurance & Investments has grown to one of the largest insurance and financial services firms in Greene County. The…
7. Edward Jones - Financial Advisor: Kraig A Hagler
561 W 2nd St, Xenia, OH 45385
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
8. Stephan and Associates Wealth Management
354 N Detroit St, Xenia, OH 45385
Wheelchair accessible
12. Pinnacle Financial Strategies
3171 Beaver Vu Dr,Suite A, Dayton, OH 45434
13. Smith Moses & Co
2149 N Fairfield Rd Ste B, Beavercreek, OH 45431
14. Carpe, Ryan P
506 S High St, Yellow Springs, OH 45387
From Business: Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a…
15. High, Brandon L
2430 Dayton Xenia Rd, Beavercreek, OH 45434
From Business: Edward Jones offers a personal approach to investing with 18,000 financial advisors ready to support your retirement, education savings and insurance needs. Schedule an…
23. Fifth Third Securities - Joseph Nadeau
1095 E Dayton Yellow Springs Rd, Fairborn, OH 45324
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
24. Scottrade - Online Trading & Stock
2260 N Fairfield Rd Ste G, Beavercreek, OH 45431
From Business: Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions. --Beavercreek stock,…
25. Fifth Third Securities - Steven Dudley
2280 N Fairfield Rd, Beavercreek, OH 45431
From Business: Fifth Third Securities brings you personalized service combined with comprehensive financial services to help preserve and grow your assets, protect your family, and help you…
27. Rodriguez Financial Strategies
4031 Colonel Glenn Hwy Ste 107, Beavercreek Township, OH 45431
28. Buckingham Financial Group
6856 Loop Rd, Dayton, OH 45459
29. Spicer Wealth Management
2655 Commons Boulevard Suite 110, Beavercreek, OH 45431
From Business: At Spicer Wealth Management, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to…