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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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Contact Information
Kelli J. Gargasz, 
Founder & Financial Advisor
[email protected]
(614) 869-3001 Office Direct
(614) 205-9398 Cell
(614) 437-1586 eFax

Office Location
Stratos Wealth Partners
9961 Brewster Lane; Suite #200
Powell OH 43065

 

Guided Wealth Portfolios

Invest for your future with our new online platform that combines the benefits of a personal financial advisor with sophisticated technology. Start now by visiting:   www.lplguidedwealth.com/advisor/KelliGargasz

 

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Local Weather

43065

 

Experience Matters

Do these statistics ring true for you?

  • 67% of women surveyed1 feel misunderstood by their advisor.
  • Women; the breadwinners in 40% of households with children2, are 58% less likely to be considered their financial advisor’s primary contact if they have a male partner.3
... Learn More

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Copyright 2019 FMG Suite.

Securities offered through LPL Financial, member FINRA/SIPC. 

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Client Centric Financial Advisors and Stratos Wealth Partners are separate entities from LPL Financial.

The LPL Financial Registered Representative associated with this website may only discuss and/or transact securities business with residents of the following states: NC, OH

 

Contact

Client Centric Financial Advisors

Office: (614) 869-3001

Mobile: (614) 205-9398

Fax: (614) 437-1586

9961 Brewster Lane

Suite 200

Powell, OH 43065

[email protected]

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