Financial Planning Consultants
AssetDynamics Wealth Management
See Hours
| Monday | 9:00 AM - 5:00 PM |
|---|---|
| Tuesday | 9:00 AM - 5:00 PM |
| Wednesday | 9:00 AM - 5:00 PM |
| Thursday | 9:00 AM - 5:00 PM |
| Friday | 9:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
Important information
- Additional Info:Working with an advisor that subscribes to the SmartVestor Pro network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a SmartVestor Pro will produce or achieve better results than working with an advisor not affiliated with the SmartVestor program. Advisors pay a fee to belong to the SmartVestor Pro program. Dave Ramsey and the Dave Ramsey SmartVestor Pro program is not affiliated with FSC Securities Corporation and is not sponsored or endorsed by FSC Securities Corporation.
Securities and Investment Advisory Services offered through FSC Securities Corporation, Member FINRA/SIPC and a Registered Investment Advisor. Insurance services offered through Asset Dynamics Wealth Management, which is not affiliated with FSC Securities.
This communication is strictly intended for individuals residing in the states of (Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Texas, Virginia, Washington) No offers may be made or accepted from any resident outside the specific state(s) referenced.
Overview
AssetDynamics Wealth Management
1700 Woodlands Dr, STE 205
Maumee, OH 43537-4043
BBB Accredited Since: 9/26/2011
Years in Business: 44
BBB Accreditation & Rating
About This Business
Products and Services
We use client interactive software that provides our clients with retirement planning solutions enabling us to visually illustrate income distribution, tax planning, lifetime protection strategies, and the benefits and tradeoffs of various retirement income distribution strategies.
We use traditional stock and bond portfolios, new asset classes, client-friendly pricing strategies, and portfolio management tools to help clients reach their critical financial goals. We determine the broad technical outlook of the market to focus client portfolio allocations within areas of relative strength. We don't predict the future; we adapt and help clients deal with the certainty of uncertainty.
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Business Details
- BBB File Opened:
- 8/12/2011
- Business Started:
- 1/1/1981
- Business Incorporated:
- 2/28/1981
- Type of Entity:
- Corporation
- Alternate Names:
- Asset Dynamics, Inc.
- Business Management:
- Ms. Brenda Kennedy, Registered Assistant
- Number of Employees:
- 3
Additional Contact Information
- Principal Contacts
- Mr. Donald W Roork CFP, President
- Customer Contacts
- Mr. Donald W Roork CFP, President
- Fax numbers
- Primary Fax: (419) 841-6836
- Additional Phone Numbers
- Other Phone: (888) 640-7010
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Series 7 Registered Representative with FSC Securities (Now OSAIC)
Series 24 Registered Principle with FSC Securities (Now OSAIC)
Additional Information
- Business Categories
- Financial Planning Consultants, Insurance Companies, Financial Services, Business Consultants, Life Insurance, Insurance Agency, Retirement Planning Services, Investment Advisory Services, Marriage Counselor, Investment Security, No License Required Financial Consultants, Long Term Care Insurance, Employee Benefits Insurance, Strategic Planning Consultants, Annuities, Disability Insurance, Employee Benefit Plans, Employee Benefit Consultants, Home Consultant
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