Parsons Wealth Partners is a highly experienced financial services company based in Waterville, OH. With a team of seasoned professionals, they offer a personalized approach to managing wealth for a diverse range of clients, including business owners, corporate retirement plans, families, individuals, retirees, and women investors. Their expertise and knowledge are applied effectively to help clients pursue their financial goals and objectives, providing unique solutions tailored to their specific needs. As an independent firm, Parsons Wealth Partners is committed to delivering exceptional service and utilizing a depth of resources to maximize investment opportunities and nurture long-term wealth.
Established in 1962, Parsons Wealth Partners is affiliated with Raymond James, one of the largest and most respected independent financial services companies in the country. With a focus on protecting and growing clients' wealth, they offer a comprehensive range of services, including business planning, education planning, estate and charitable giving trust, financial planning, investment strategies, portfolio management, retirement planning, risk management, and sustainable investing. Their commitment to excellence and dedication to their clients' success make Parsons Wealth Partners a trusted partner in managing and preserving wealth for generations to come.
Generated from the website