Work Toward Your Financial Future in Westerville, OH with Customized Planning
At Katterhenry Investment Group, we understand that investment planning can be overwhelming and
stressful, especially if you don't have a background in finance. That's why we're here to help. Our team
of experienced financial advisors is dedicated to providing personalized and comprehensive investment
planning services to individuals and families in Westerville, Ohio and beyond.
With over 30 years of experience in the financial industry, we have the knowledge and expertise to help
you navigate the complex world of investing and investment planning. Our goal is to help you achieve
financial success and peace of mind by developing a customized investment plan tailored to your
unique needs and goals.
Whether you're planning for retirement, saving for your child's education, or looking to grow your
wealth, our financial advisors can help you develop a plan that works for you. We offer a wide range of
services, including investment management, retirement planning, estate planning strategies, tax
planning strategies, and more.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Get Expert Investment Management Services in Westerville, Ohio
In addition to our comprehensive wealth planning services, we also offer management of investments.
We understand that the financial markets can be unpredictable and volatile, which is why we meet to
review your investments and make adjustments as needed to ensure that they stay on track with your
goals and objectives.
At Katterhenry Investment Group, we also believe in the power of education. That's why we offer
educational resources and seminars to help our clients better understand the investment planning
process and the investments that clients hold. We want to empower our clients to make informed
decisions about their financial futures.
We take a holistic approach to investment planning, meaning that we consider all aspects of your
financial situation when developing a plan. We'll take into account your income, expenses, assets,
liabilities, and future goals to develop a plan that meets your unique needs. Our financial advisors will
work with you to establish a realistic timeline and benchmarks for success.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Work Toward Your Financial Future in Westerville, Ohio
At Katterhenry Investment Group, we're committed to providing personalized investment planning
services that are tailored to your specific needs and goals. We believe that everyone deserves access to
quality financial advice, regardless of their financial situation. Whether you're just starting to save for
retirement or you're looking to manage a complex investment portfolio, we're here to help.
We understand that choosing a financial advisor is an important decision. That's why we offer a
complimentary consultation to prospective clients. During this consultation, we'll discuss your financial
goals and objectives and explain how we can help you achieve them. We'll also provide you with a
clear understanding of our services, fees, and investment strategies.
At Katterhenry Investment Group, we believe in building long-term relationships with our clients.
We're committed to providing ongoing support and guidance to ensure that your investment plan stays
on track with your goals.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Our Investment Planning Services in Troy, Ohio
We offer a variety of investment planning services for our clients in Westerville, Ohio. Let us help you achieve your financial goals - reach out to Katterhenry Investment Group in Westerville, Ohio.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Retirement Planning
Planning for retirement can be overwhelming, especially if you're not sure where to start. At
Katterhenry Investment Group, we can help you develop a retirement plan that meets your needs and
goals. Our financial advisors will work with you to determine how much you need to save, when you
can retire, and how to manage your income during retirement.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Katterhenry Investment Group, we can help you develop a retirement plan that meets your needs and
goals. Our financial advisors will work with you to determine how much you need to save, when you
can retire, and how to manage your income during retirement.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Tax Planning Strategies
Managing your taxes is an important part of financial planning. At Katterhenry Investment Group, we
can help you develop a tax plan that can potentially help reduce your tax liability. We'll work with you
to identify tax-saving opportunities and develop a plan that works for you.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
can help you develop a tax plan that can potentially help reduce your tax liability. We'll work with you
to identify tax-saving opportunities and develop a plan that works for you.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Education Planning
If you're worried about the increasing costs of education, we've got you covered. Our education
planning services are designed to help parents in Westerville, Ohio prepare for their childrens future. Our
experienced team of financial advisors can work with you to develop a comprehensive plan to save for
your child's education, whether they're aiming for college or vocational school. We'll also help you
explore different education savings plans, including 529 plans, and create a customized strategy that's
right for you and your family.
Please consider the investment objectives, risks, charges and expenses carefully before investing in a
529 savings plan. The official statement, which contains this and other information, can be obtained by
calling your financial advisor. Read it carefully before you invest.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Don't wait to secure your financial future - contact Katterhenry Investment Group in Westerville , Ohio now.
planning services are designed to help parents in Westerville, Ohio prepare for their childrens future. Our
experienced team of financial advisors can work with you to develop a comprehensive plan to save for
your child's education, whether they're aiming for college or vocational school. We'll also help you
explore different education savings plans, including 529 plans, and create a customized strategy that's
right for you and your family.
Please consider the investment objectives, risks, charges and expenses carefully before investing in a
529 savings plan. The official statement, which contains this and other information, can be obtained by
calling your financial advisor. Read it carefully before you invest.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Don't wait to secure your financial future - contact Katterhenry Investment Group in Westerville , Ohio now.
Estate Planning Strategies
Estate planning strategies are an important part of investment planning that is often overlooked. At
Katterhenry Investment Group, we can help you develop an estate plan strategy that ensures your assets
are distributed according to your wishes. We'll work with you to create an estate planning strategy that
can help to potentially reduce tax liability.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Katterhenry Investment Group, we can help you develop an estate plan strategy that ensures your assets
are distributed according to your wishes. We'll work with you to create an estate planning strategy that
can help to potentially reduce tax liability.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.
Get Expert Investment Management Services in Westerville, Ohio
In addition to our comprehensive wealth planning services, we also offer management of investments.
We understand that the financial markets can be unpredictable and volatile, which is why we meet to
review your investments and make adjustments as needed to ensure that they stay on track with your
goals and objectives.
At Katterhenry Investment Group, we also believe in the power of education. That's why we offer
educational resources and seminars to help our clients better understand the investment planning
process and the investments that clients hold. We want to empower our clients to make informed
decisions about their financial futures.
We take a holistic approach to investment planning, meaning that we consider all aspects of your
financial situation when developing a plan. We'll take into account your income, expenses, assets,
liabilities, and future goals to develop a plan that meets your unique needs. Our financial advisors will
work with you to establish a realistic timeline and benchmarks for success.
Investment Products and Services are offered through Wells Fargo Advisors Financial Network, LLC
(WFAFN), Member SIPC. Katterhenry Investment Group is a separate entity from WFAFN.