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William C. Kay, CFP®, AAMS®

Edward Jones

7504 Slate Ridge Blvd
Reynoldsburg, OH 43068
Phone: (614) 856-0856
Fax: (877) 833-7643

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Household Income Minimum: $0
Investable Asset Minimum: $250,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • 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.