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Home > Financial Planner Directory > Ohio > Avon > John G. Vertal, III, CFP®, CPA/PFS
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John G. Vertal, III, CFP®, CPA/PFS

Spencer Investments, Inc.

1001 Jaycox Rd
Ste 2
Avon, OH 44011-1311
Phone: (440) 937-9301
Fax: (440) 937-9302

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Business Taxes
  • Career Change
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Insurance
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.