Douglas Magers

CONNECT

Address:

16600 Sprague Rd. Suite 380
Middleburg, OH 44130

Phone:

(330) 664-2288

Fax/Other:

(330) 664-2287

Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

Investments

 

Educational IRA

Traditional IRA

Roth IRA

SEP IRA
Simple IRA

Bonds

Common Stock

Brokerage Accounts
Treasury Bills

Government Securities

Treasury Notes

Variable Annuity
 

Financial Planning

 

 

Retirement Plans

401 (k) Planning

403 (b) Planning

 

College Plans

Estate Plans

 

Money Purchasing Plans

Profit Sharing Plans

 

Insurance

 

 

 

Disability Income Insurance

 

 

Life Insurance

 

 

Long Term Care Insurance