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Michael P. Moloney, CFP®

SS+D Financial, LLC

1900 Kettering Tower
40 N Main St
Dayton, OH 45423
Phone: (937) 222-2055

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

Specialties
  • Charitable & Planned Giving
  • Business Taxes
  • Estate Planning
  • Limited Partnerships
  • Insurance
  • Life Planning
  • Retirement
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households

 

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.