portrait of Rusty Surber III
FINANCIAL ADVISOR

Rusty Surber III

49 S Dorset Road, Troy, OH 45373opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • New Investors
  • Retirement Savings Strategies
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

Personal Interests

  • Volunteering
  • Sports Enthusiast
  • History and Museums
  • Traveling
  • Hiking

Team Members

  • Susan Heitkamp
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(937) 440-0611

Fax

(877) 896-4293

Office Address

49 S Dorset Road
Troy, OH 45373opens in a new window

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