Keeler & Nadler

WHO WE ARE With over 90 years of collective experience, we know what it takes to accumulate, enjoy and endow wealth. How are we different from other firms promising the same? We Listen. We want to hear what makes you tick, and understand your strengths, weaknesses, opportunities and threats. We educate. All three of our principles are currently, or have been, educators at The Ohio State University. We create. Together we create solutions that are uniquely yours. And we care. We form lasting relationships with our clients that are based on a foundation of trust, and we take these relationships very seriously. WHAT WE DO FINANCIAL PLANNING Planning well starts with understanding your current financial picture and envisioning your goals for the future. Once we establish those two points, we can strategically mark the steps you’ll need to reach your vision. WEALTH MANAGEMENT Wealth management goes beyond simply picking the right mutual fund. Our experience and expertise can help you navigate your options and make sense of every investment opportunity. RETIREMENT PLAN ADVISORY SERVICES Our experienced team of advisors will work with your organization to design and maintain a retirement plan that adds clear value to your employees. We will analyze the plan's structure and expenses, monitor investment choices, educate your participants and help you fulfill your fiduciary duties.

Address: 5100 Bradenton Avenue, Suite B Dublin, OH 43017, USA

Phone: +1 614 791 4123
FAX: +1 614 389 0496