Financial Services in Lima, OH
Financial Services • Financial and Investment Services • Taxes
Jared is Lima’s only CFP® / CPA, operating in a capacity as a fiduciary for his clients. He was a partner in the accounting firm Sielschott, Walsh, Keifer & Regula for 18 years, and has extensive experience in personal and business tax and estate planning. Jared implemented wealth management for clients through an independent broker/dealer for 13 years before founding Reservoir Wealth Management.
567-289-2100
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Worldwide > United States > Lima > Financial and Investment Services