Cardinal Financial Advisers, LLC is a leading financial services company based in Columbus, OH. They specialize in providing high-quality financial planning, investment advisory services, and business and estate planning services to individuals and small business owners. With a mission to assist clients in crystallizing their goals and objectives, Cardinal Financial Advisers works with integrity, candor, and creativity to deliver outstanding service and commitment to their profession and clients.
With a six-step process that involves reviewing, analyzing, developing, coordinating, implementing, and monitoring, Cardinal Financial Advisers helps clients cut through the clutter and develop tailored solutions. Their team of experienced partners, including Steven D. Meier and Juliana Damopoulos, are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. As registered investment adviser representatives with Eagle Strategies LLC, they also provide advisory services to clients residing in specific states.
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