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Roger E. Southward, CFP®

Southward Financial Services, LLC

9165 Winston Rd
Pickerington, OH 43147-9342
Phone: (614) 864-0759
Fax: (614) 864-0759

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Retirement
  • Long-term Care

 

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.