FINANCIAL ADVISOR
Kyle L Ward
CFP®
7665 Monarch Court Suite 106a, West Chester, OH 45069opens in a new windowAccepting New Clients
Serving clients with $750,000
Focus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Sustainable investing
- Wealth Strategies
- Portfolio Reviews
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™
Personal Interests
- Golfing
- Home Improvement
- Spending Time with Family
- Vintage Cars
Team Members
Paige OrtegonSr. Branch Office AdministratorFPQP®
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