Dodds Wealth Advisors

Financial Services, 145 S Main St, Bellefontaine, Ohio, 43017, United States, 11-50 Employees

Phone Number: 93********

Who is DODDS WEALTH ADVISORS

Dodds Wealth Advisors is an independent wealth management firm comprised of several of Pat and Sharon Dodds's children and in-laws. Part of our mission is to serve our clients and their b...

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Headquarters: 145 S Main St, Bellefontaine, Ohio, 43017, United States
Date Founded: 1979
Employees: 11-50
Revenue: $1 Million to $5 Million
Active Tech Stack: See technologies

Industry: Financial Services

SIC Code: 6282

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Dodds Wealth Advisors Org Chart and Mapping

Employees

Travis Hermon

Director of Marketing

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Frequently Asked Questions Regarding Dodds Wealth Advisors

Answer: Dodds Wealth Advisors's headquarters are located at 145 S Main St, Bellefontaine, Ohio, 43017, United States

Answer: Dodds Wealth Advisors is an independent wealth management firm comprised of several of Pat and Sharon Dodds's children and in-laws. Part of our mission is to serve our clients and their best interests in such a way that they feel as though we're family. Our company was formed based on the values of integrity, commitment, fairness, credibility, and opportunity. Our advisors serve as your financial advocate and help guide you along your financial journey by talking with you about your life and your goals and anticipate changes that need to occur in your financial strategy. We best serve you by offering retirement accumulation and income planning, a wealth plan, active portfolio management, estate and legacy planning, risk management, and pro-active tax planning. Disclaimer "Dodds Wealth Advisors is an independent firm not affiliated with Money Concepts Capital Corp." Money Concepts is not affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Money Concepts does not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third-parties on our LinkedIn page. Money Concepts does not control, serve, adopt or endorse any advertising, messages or content that LinkedIn may publish on it site or on the Money Concepts page. Money Concepts does not adopt or endorse any products, services, advertisements, recommendations or statements or any other content that may appear of LinkedIn or on other LinkedIn -affiliated sites. No part of this page is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. This Page is intended for US persons only any non-Money Concepts URLs or external websites mentioned on LinkedIn are unaffiliated with Money Concepts. Money Concepts has not been involved in the preparation of the content supplied at the unaffiliated sites and does not guarantee or assume any responsibility for its Content. Third party marks appearing herein are the property of their respective owners. Guarantees are subject to the claims-paying ability of the issuing insurance company Please remember investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. All Securities Offered Money Concepts Capital Corp. Member FINRA /SIPC 1979-2010 Money Concepts International Inc.