Review the services and client experiences of 2 financial advisors serving Wooster, OH. Whether you need retirement planning, investment guidance or broader financial advice, identify relevant professionals and ask about consultations and fees.
My Prism Wealth provides expert financial advisory services specializing in retirement planning, tax strategy development, and Social Security optimization. Our team helps clients build confidence through personalized income planning across three key phases: accumulation, distribution, and preservation. Based in Wooster, Ohio, we combine educational resources with strategic financial solutions to support long-term retirement success.
Star Strategies is a financial advisory firm specializing in retirement planning and wealth preservation. Founded in 2005, we provide personalized financial strategies for retirees and pre-retirees, focusing on income generation, tax efficiency, and risk management. Our veteran-owned team combines military discipline with financial expertise to deliver faith-driven guidance tailored to individual client needs.
Retirement Income Strategies
Annuities
Asset Preservation