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Posts Categorized: Testimonials

“We share and utilize the 100 plus years of experience that we collectively have versus the 10, 15, or 20 years of experience that the individual has.”

Jason Eliason, CFP®, ChFC®, CFA® Partner at Waller Financial Planning Group

“People want to pass on not only their valuables, which is easy to do, but also their values.”

Charles Kerwood III, CFP®, ChFC®, AEP® Partner at Waller Financial Planning Group

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Columbus, Ohio Office

941 Chatham Lane, Suite 212, Columbus, Ohio 43221

PHONE (614) 457-7026 FAX (614) 457-0911

Naples, Florida Office

801 Laurel Oak Drive, Suite 710, Naples, Florida 34108

PHONE (239) 325-8505 FAX (239) 325-8506

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Waller Financial Planning Group

  • Home
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  • Contact Us
  • ADV Part 3