Financial Planning

The professionals of Harrison Wealth Management Group, Ltd. (“HWMG”) work with Dayton Firefighters Federal Credit Union to help you reach your financial goals. Whether you want smart consumer advice or options for your financial future, we can help. The representatives of HWMG can help map out your financial future with a no cost, no obligation appointment with a financial advisor. You can get a comprehensive plan to help you meet your needs, whether you are just starting out or are looking to retire. No matter where you are in your life, the Financial Advisors at Harrison Wealth Management Group, Ltd are here to help you reach your financial goals.

Ranked as a local provider of financial services in the Dayton area (Dayton Business Journal 2015***), Brandon Harrison and Kevin Green, wealth advisors of HWMG build client relationships by crafting wealth management strategies tailored to the individual. Through their affiliation with Raymond James Financial Services, the professionals at HWMG offer Retirement, Tax and College Planning, along with Managed Asset Plans and Investment Analysis. There is no charge for initial consultation. Kevin Green will be available at the Dayton Firefighters Federal Credit Union every Tuesday and Friday. Stop by to meet Kevin, or call 937-866-0197 to set up an appointment.

 

Harrison Raymond James logo

1700 Lyons Rd Suite D
Dayton, Ohio 45458

937-866-0197

 

FINRA's BrokerCheck

Take advantage of the opportunity to see if you are on the right track for your financial goals.
Contact Kevin Green at 937-866-0197 today!

Some of the products and services available include:

• 401(k) /Pension Education

• Retirement Planning

• Education Funding

• Mutual Funds

• Life Insurance

• Long-Term Care Insurance

• Wealth Management

• Tax-managed Investing**

** Raymond James does not provide tax or legal advice.  For information regarding your specific tax situation, please consult a tax professional.

***Ranked by locally managed assets

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC , and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subjects to risks, including the possible loss of principal. "Harrison Wealth Management Group and Dayton Firefighters Federal Credit Union are not registered broker/dealers, and are independent of Raymond James Financial Services." Raymond James financial advisors may only conducts business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not address on this site. Contact your local Raymond James office for information and availability.

Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

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