Aaron Roush, CLU, ChFC, CFP - Wealth Management Advisor - Findlay, Ohio

Aaron Roush, CLU, ChFC, CFP - Wealth Management Advisor: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning and investment services, Aaron Roush, CLU, ChFC, CFP, stands as a dedicated and experienced professional. Located at 630 S Main St, Findlay, OH 45840, Mr. Roush operates with a commitment to providing personalized strategies designed to achieve long-term financial goals. His firm offers a tailored approach, recognizing that each client’s circumstances and aspirations are unique.

About Aaron Roush

Aaron Roush is a Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC). These credentials signify a rigorous education and adherence to ethical standards within the financial planning industry. He possesses a deep understanding of various financial instruments and strategies, allowing him to develop robust plans encompassing retirement planning, estate planning, investment management, and insurance needs. His experience spans a considerable period, affording him valuable insights into market fluctuations and evolving regulations. He prioritizes building strong, trusting relationships with his clients, fostering open communication and a collaborative approach to wealth management.

Location and Accessibility

The firm’s physical address is 630 S Main St, Findlay, OH 45840. Clients can easily locate the office, and it's important to note that the facility is designed with accessibility in mind. Specifically, there is a wheelchair accessible entrance and a wheelchair accessible parking lot, ensuring that individuals with mobility challenges can access the services readily. Furthermore, a wheelchair accessible restroom is available on-site. The location itself is in a central area of Findlay, providing convenience for many residents. Regular appointments are recommended to maximize the benefits of his services, allowing for dedicated time and thorough planning.

Specialties and Services

Mr. Roush’s core competencies lie in providing a wide array of financial planning services. These include:

• Investment Management: He assists clients in constructing and managing diversified investment portfolios aligned with their risk tolerance and financial objectives.
• Retirement Planning: A significant focus is placed on developing strategies for securing a comfortable retirement, including 401(k)s, IRAs, and Social Security optimization.
• Estate Planning: Mr. Roush helps clients navigate complex estate planning issues, including wills, trusts, and asset protection strategies.
• Insurance Planning: He evaluates insurance needs to protect clients and their families from unforeseen risks.
• Education Planning: Guidance is offered on saving for children’s education, including 529 plans and other investment vehicles.

His services are characterized by a holistic approach, integrating all aspects of a client’s financial life to create a cohesive and effective plan. He meticulously analyzes client goals, assesses current financial standing, and develops strategies to bridge the gap between where they are now and where they aspire to be.

Opinions and Reviews

Currently, this firm has 0 reviews on Google My Business. This indicates a relatively nascent online presence. However, the average opinion is 0/5, suggesting a need for more client testimonials and positive feedback. Encouraging clients to share their experiences would significantly contribute to building trust and credibility. It's advisable to actively seek reviews and respond thoughtfully to any feedback, both positive and negative.

Contact Information

To schedule an appointment or discuss your wealth management needs, please contact Aaron Roush at 94226137. While a dedicated website is currently unavailable, potential clients can find further information through online searches and by contacting the firm directly.