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

Why a CFP® Matters?

CFP® certification is recognized as the highest standard in personal financial planning. CFP’s are bound by a code of ethics and have a fiduciary duty to their clients. CFP’s adhere to a detailed financial planning process which guides clients by identifying goals and creating a plan to accomplish those goals.

CFP® Board Code of Ethics

CFP® Website

 

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