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Gerald Summers | Cincinnati OH Financial Advisor, RIA, Wealth Management

Skip to main content. Your team of experts. Every client needs an advocate for their financial well-being. I commit to place and support your interests before any other to eliminate any conflicts of interest. Gerald O. Summers. CFP, CLU, ChFC, CASL™. Navigating Your Financial Future. I'm committed to helping my clients make smart decisions about their wealth so that it can do as much good as possible. Above all, I are committed to helping our clients make smart decisions about their wealth so that it can...

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Gerald Summers | Cincinnati OH Financial Advisor, RIA, Wealth Management | gosbwi.com Reviews

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Skip to main content. Your team of experts. Every client needs an advocate for their financial well-being. I commit to place and support your interests before any other to eliminate any conflicts of interest. Gerald O. Summers. CFP, CLU, ChFC, CASL™. Navigating Your Financial Future. I'm committed to helping my clients make smart decisions about their wealth so that it can do as much good as possible. Above all, I are committed to helping our clients make smart decisions about their wealth so that it can...

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Gerald Summers | Cincinnati OH Financial Advisor, RIA, Wealth Management | gosbwi.com Reviews

https://gosbwi.com

Skip to main content. Your team of experts. Every client needs an advocate for their financial well-being. I commit to place and support your interests before any other to eliminate any conflicts of interest. Gerald O. Summers. CFP, CLU, ChFC, CASL™. Navigating Your Financial Future. I'm committed to helping my clients make smart decisions about their wealth so that it can do as much good as possible. Above all, I are committed to helping our clients make smart decisions about their wealth so that it can...

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gosbwi.com

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Gerald Summers, CFP, CLU, ChFC, CASL | About Gerry Summers

http://www.gosbwi.com/about.php

Skip to main content. Your team of experts. Our mission is to educate our clients, simplify and organize their financial lives and help create confidence for today and tomorrow. Gerald O. Summers, CFP, CLU, ChFC, CASL™. Mr Summers makes educating clients a priority. He believes in a "Knowledge First" approach with all clients. He is a Certified Financial Planner. Professional, Chartered Advisor for Senior Living. And a Chartered Financial Consultant. Wealth is the ability to fully experience life.".

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Working Together, Gerald Summers

http://www.gosbwi.com/working-together.php

Skip to main content. Your team of experts. With the many demands on your time and the complexities of the financial decisions you face, the comprehensive wealth advisory approach we provide can make a real difference, both for your family and your business. We also work with Third-Party Administrators, Custodians, Record Keepers and other professionals in order to meet all of your retirement plan needs. This process can be key to creating and maintaining your financial comfort. It can include:. Proper e...

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Wealth Advisory Process, Financial Planning

http://www.gosbwi.com/process.php

Skip to main content. Your team of experts. One of the most important components of any successful advisory relationship is truly understanding who you are as a person. That is why we focus on what is most important to you, both financially and personally. As the Working Together for You graphic below shows, we can help you address a wide variety of goals in a number of key areas. A goal without a plan is just a wish.". Get a Second Opinion About Your Financial Plan. There's no obligation and the valuabl...

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Gerald Summers | Cincinnati OH Financial Advisor, RIA, Wealth Management

http://www.gosbwi.com/index.php

Skip to main content. Your team of experts. Every client needs an advocate for their financial well-being. I commit to place and support your interests before any other to eliminate any conflicts of interest. Gerald O. Summers. CFP, CLU, ChFC, CASL™. Navigating Your Financial Future. I'm committed to helping my clients make smart decisions about their wealth so that it can do as much good as possible. Above all, I are committed to helping our clients make smart decisions about their wealth so that it can...

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Gerald Summers | Educational Resources

http://www.gosbwi.com/resources.php

Skip to main content. Your team of experts. Gerald Summers is committed to empowering his clients through education and timely information. We believe that we work together best when our clients have a broad understanding of what we do and why. The Fundamentals of Asset Class Investing. The first goal of any financial plan should be to avoid outliving your money. Download. The Fundamentals of Asset Class Investing. To learn how the right approach can help you acheive your goals. The Power of Markets.

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Gerald Summers | Cincinnati OH Financial Advisor, RIA, Wealth Management

Skip to main content. Your team of experts. Every client needs an advocate for their financial well-being. I commit to place and support your interests before any other to eliminate any conflicts of interest. Gerald O. Summers. CFP, CLU, ChFC, CASL™. Navigating Your Financial Future. I'm committed to helping my clients make smart decisions about their wealth so that it can do as much good as possible. Above all, I are committed to helping our clients make smart decisions about their wealth so that it can...

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