Primary Financial is a financial cooperative owned by the nation’s corporate credit unions who in turn are owned by the majority of all 4,800+ credit unions nationally. Because of the inherent relationship we have with credit unions, no CD broker, underwriter or rate service can work with as many credit unions as Primary Financial. If a financial institution wants to raise CDs from credit unions or be in the credit union market, you need to create a relationship with Primary Financial.

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Through careful listening and diligent fund management, we provide individuals and families expert, objective financial advice to build wealth and help ensure their future financial freedom and security. At Keeler & Nadler, we listen more than we talk. We listen to your hopes, your dreams, and your concerns to help you sketch out a vision for your ideal future. We give direction and meaning to your financial decisions, educating where necessary, all in an effort to help make your vision a reality. The decisions you make today can have a lasting impact on your family and community for generations to come. Our goal is to help you plan, invest, protect and live with purpose. Call us today for a free consultation and take the first step towards reaching your vision.

Advanced Asset Management Advisors (AAMA) is an independent, fee-based investing firm that builds and maintains portfolios through fundamental market pricing and sector valuation. Established to provide clients with high-quality and fully supported investment options, AAMA pairs its disciplined investment strategy with a partnership service experience—built around senior stakeholder accessibility and transparency. AAMA is uniquely positioned to support consistently positive investment experiences. Through selective distribution channels, a deeply experienced investment team—with more than 120 years of combined portfolio management experience, and a long-standing ‘quality-over-quantity' focus, AAMA provides high levels of care to each client it serves.

Underwriting applications, client interactions, helping clients with all their needs by servicing their accounts and requests.

KEIDAN FINANCIAL CONSULTANTS, LLC is a financial services company based out of 400 SOUTH FIFTH STREET, COLUMBUS, Ohio, United States.

We are excited to announce that as of February 1st, 2021, Trinity Financial Advisors, LLC has officially become a part of The Mather Group, LLC ("TMG").

Provides analytical support, executes research assignments, and reviews, proofs and edits various written communications using AI and other data platforms, such as OMAC (OFiN).

We build retirement plans our clients can understand. Our clients have worked hard. We create financial strategies to turn their retirement hopes into a reality.

Investment advisory and management for individuals of personal and retirement accounts; assist clients with retirement independence analysis.

-Researched equity/bond markets, rebalanced 50+ portfolios, analyzed securities forportfolio model, attended client meetings and networking events-Extensively used ThinkOrSwim, Schwab Advisor Center, Black Diamond, Office, CRMsoftware

We are a fee-only financial planning firm based in Columbus, Ohio, and serving clients throughout the United States. We specialize in providing objective financial planning to help clients build, protect, and manage their assets through life's transitions. We work only for you, so you can have financial peace of mind.