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Home > Financial Planner Directory > Ohio > Maumee > Phillip E. Bollin, CFP®

Phillip E. Bollin, CFP®

Planner List SAVED PLANNERS (0)

Bollin Wealth Management

118 W Wayne St

Maumee, OH 43537-2151

Phone: (419) 878-3934

Fax: (800) 618-0212

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
Attending College
401(k)/403(b)/IRAs
Charitable & Planned Giving
Asset Allocation
Investment Management
Estate Planning
Employee Benefits
Insurance
Life Planning
Retirement
Starting a Family
Succession Planning
Sudden Wealth
Men's Finances
Special Needs
Women's Finances

How Planner Charges

Fee Only

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

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