Consolidated Financial, based in Dublin, OH, is a Registered Investment Advisor specializing in Investment Management and Retirement Planning services for both individual and business clients. Since 1998, the firm has partnered with reputable custodians like Charles Schwab, operating in a Fiduciary Capacity to ensure the best interests of their clients are always prioritized.
As an independent Registered Investment Advisor, Consolidated Financial offers personalized financial advice tailored to clients with diverse financial needs. With a commitment to acting in the highest standard of care, the firm is not tied to any specific family of funds or investment products, providing unbiased recommendations to help clients achieve their financial goals.
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