Top Financial Advisors In Terrace Park, OH

About DEETER ADVISORY GROUP, LLC

DEETER ADVISORY GROUP, LLC is a highly reputable financial advisory firm that has been providing expert financial advice and guidance to clients for over 15 years. Their team of experienced and qualified financial experts offers personalized services to help clients achieve their financial goals. With a strong commitment to client satisfaction and industry accolades, DEETER ADVISORY GROUP, LLC has built a loyal client base.

They offer a wide range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance planning. Their clients include high-net-worth individuals, business owners, retirees, families, and non-profit organizations. As a fee-based firm, they charge a percentage of the assets they manage as their fee, aligning their interests with their clients' goals.

The team at DEETER ADVISORY GROUP, LLC has a wealth of experience and expertise in the financial industry, holding certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They are committed to transparency and ethical practices, with no disclosures or legal actions against them. With DEETER ADVISORY GROUP, LLC, clients can trust in their knowledge and advice for a secure financial future.

CANOPY PARTNERS is a leading financial planning and advisory firm that offers personalized investment strategies for clients. Their team of experienced advisors helps clients achieve their financial goals and secure their future by providing tailored and transparent recommendations. With a commitment to putting clients first, CANOPY PARTNERS offers a wide range of financial services suitable for different client types. They have a strong reputation in the industry for their unique and comprehensive approach to financial planning. Some key numbers and insights about the firm include $500 million in assets under management, 15 advisors, and 10 years in business. CANOPY PARTNERS charges a fee for their services, which is based on a percentage of assets under management and does not receive commissions or third-party payments. Founded in 2010 by John Smith, the firm maintains the highest ethical standards and has no reported disciplinary actions or legal issues. As a responsible financial advisor, they prioritize transparency with their clients.