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Home > Financial Planner Directory > Ohio > Columbus > Ted K. Saneholtz, CFP®, CPA, ChFC
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Ted K. Saneholtz, CFP®, CPA, ChFC

Summit Financial Strategies, Inc.

7965 N High St
Ste 350
Columbus, OH 43235
Phone: (614) 885-1115
Fax: (614) 885-1495

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Household Income Minimum: $150,000
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care

 

How Planner Charges
N/A

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