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A certified financial planner is a type of financial advisor who undergoes rigorous training and education in virtually all aspects of financial planning, including investments, taxes and ...
Bob Deitrick is an American author and the principal owner of Polaris Financial Partners, LLC in Westerville, Ohio. [1] He has appeared on numerous local and national television networks discussing various financial and political topics and he has appeared on the Fox Business Network discussing the results of his book Bulls Bears and the Ballot Box co-written with Lew Goldfarb.
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Western & Southern Financial Group, also commonly referred to as Western & Southern, is the Cincinnati, Ohio-based parent company of a diversified group of financial services subsidiaries with $112.2 billion in assets owned and managed as of Dec. 31, 2023. [2]
Osaic, formerly known as Advisor Group, is an American wealth management firm. [1] The firm serves approximately 11,600 financial professionals managing more than $653 billion in assets. [ 2 ] While Osaic was initially a network of independent broker-dealers, in 2023, the company began the process to integrate all the firms under the Osaic ...
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