[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

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

John G. Vertal, III, CFP®, CPA/PFS

Planner List SAVED PLANNERS (0)

Spencer Investments, Inc.

1001 Jaycox Rd

Ste 2

Avon, OH 44011-1311

Phone: (440) 937-9301

Fax: (440) 937-9302

Saved in Saved Planners

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

Combination Fee/Commission

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

Terms of Use | Glossary | Provide Feedback