SS+D Financial

CONNECT

Address:

Dayton Office: 1900 Kettering Tower
Dayton, OH 45423
West Chester Office: 9100 West Chester Towne Centre Drive Suite 210
West Chester, OH 45069

Phone:

(937) 220-4915

Fax/Other:

(937) 222-6554

Client Access

SS+D Financial clients can access online account information by clicking the links below.

 

 

Other Links:

Sebaly Shillito + Dyer, A Legal Professional Association General website for overview of SS+D Financial's law firm.

Dimensional Fund Advisors General website for overview of mutual fund used by SS+D Financial in many of our accounts. Dimensional funds provides asset class, diversified risk based funds with no-load fees!

Fidelity - Client website for accessing documents such as online statements, trade confirmations, tax forms, prospectuses, and annual reports.  

Schwab Client website for accessing documents such as online statements, trade confirmations, tax forms, prospectuses, and annual reports. 

TD Ameritrade Client website for accessing documents such as online statements, trade confirmations, tax forms, prospectuses, and annual reports. 

 

 

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Check the background of this financial professional on FINRA's BrokerCheck