Wealth Management: 90 N. Miller Road Akron, OH 44333 Phone: 330-836-3805
Fax: 330-836-3812
Global Accounting: 82 N. Miller Road Akron, OH 44333 Phone: 330-867-3578 Fax: 330-867-6251
Wealth Management:
44355 Premier Plaza,
Suite 200,
Ashburn, VA 20147
Phone: 703-726-1313
Wealth Management: 890 Proprietors Road
Worthington, OH 43085 Phone: 614-261-0600
Fax: 614-268-6363
Accounting: 890 Proprietors Road
Worthington, OH 43085 Phone: 614-261-0600
Fax: 614-268-6363
Wealth Management:
1991 Crocker Road,
Suite 600
Westlake, OH 44145
Phone: 440-892-3372
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Fee-Based Planning offered through W3 Wealth Advisors, LLC, a State Registered Investment Advisor. Third Party Money Management offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC. W3 Global Accounting provides only tax and accounting. W3 Financial Group, LLC, W3 Wealth Management, W3 Wealth Advisors, LLC, and W3 Global Accounting are separate entities from Valmark Securities, Inc. and Valmark Advisers, Inc. Form CRS
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
