Additional Information

  • Year Established: 1996
  • Categories: Financial Advisors & Planners, Financial Service Organizations, Accountants & Tax Services
  • Services: financial planning, retirement planning, retirement income strategies, investment planning, insurance planning, tax planning
  • Payment Options: American Express, Cash, Discover, MasterCard, Visa
  • Languages: English

Hours

  • Regular Hours
    Sunday
    Closed
    Monday
    09:00 AM - 05:00 PM
    Tuesday
    09:00 AM - 05:00 PM
    Wednesday
    09:00 AM - 05:00 PM
    Thursday
    09:00 AM - 05:00 PM
    Friday
    09:00 AM - 05:00 PM
    Saturday
    Closed
  • Add'l Hours Info: *HOURS ARE BY APPOINTMENT ONLY*

About Us

  • At Individual Financial Services, we offer financial and retirement planning to families and individuals in the greater Sandusky, Ohio, area. We focus on comprehensive financial planning for pre-retirees & retirees, helping them understand their overall financial picture, set short & long term goals, and recognize that all parts of a financial plan are connected. We advise clients on Social Security maximization strategies, income distribution planning, objective portfolio analysis, and legacy planning, as well as evaluating life insurance and long-term care options. As an independent adviser, we can utilize a wide variety of strategies to accomplish a client's objectives. Additionally, we handle your Income Taxes for you! Contact us today!