Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Ohio > Columbus > Thomas C B Davison, CFP®
Find the Certified Financial Planner™
Who's right for you.

Thomas C B Davison, CFP®

Summit Financial Strategies, Inc.

7965 N High St
Suite 350
Columbus, OH 43235-8446
Phone: (614) 885-1115
Fax: (614) 885-1495

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $100,000
Investable Asset Minimum: $300,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Job Loss
  • Retirement
  • Sudden Wealth
  • Men's Finances
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

Considerations: Corporate Executives; Planning for Retirement; Small Business Owners; Medical Professionals

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