Driven by your life's goals Holistic wealth management
Joshua M. Young, CFP®, CEPA®
First Vice President - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Exit Planning Advisor (CEPA®)
Senior Portfolio Manager
614-442-6293
877-486-8147
180 Market Street
Suite 200
New Albany, OH 43054
In today's economy, good financial advice is critical. That’s why it’s important to work with a dedicated Financial Advisor committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. I strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.
Talk to me about how I can help you embrace your financial future with confidence.
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