portrait of George R Scott
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
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About George

Our team's goal is simple: To empower clients to take control of their financial futures by focusing on the goals that matter most to them. The process we use helps clients identify their goals so that I can determine what steps to take to help keep them on track. We communicate regularly with clients and their tax and legal professionals to provide comprehensive advice and guidance.

We partner well with clients who are:
-Nearing retirement
-Career changers
-Business owners and farmers
-Young professionals
-Wanting to retire early
-Looking to leave a legacy
-Interested in charitable giving

I received my undergraduate degree from the University of Toledo and my graduate...

Focus Areas

  • Business Retirement Plans
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • New Investors
  • Wealth Strategies

Work History

  • Edward JonesMay 2022 to Current
  • Van Wert Federal Savings BankMay 2017 to May 2022

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of FindlayMaster of Arts

Personal Interests

  • Active Lifestyle
  • Backpacking
  • Camping
  • Reading
  • Sports Enthusiast

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