Trusted Advisors Program

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2017 Trusted Advisors List

Trusted Advisors

SourcePoint has recruited a group of  more than 40 local professionals skilled in the disciplines of accounting, financial planning, insurance, law, funeral planning and hospice to assist individuals with their personal and financial planning needs.

Professionals on the trusted advisors list can help educate clients on how to make wise decisions in regard to important financial planning issues and are currently available for private consultation. Later this year, they will offer group presentations on a variety of topics.

Many of the trusted advisors are members of one or more Chambers of Commerce in Delaware County and are active in community and professional education programs. The advisors represent local businesses throughout central Ohio, including Delaware, Westerville, Ostrander, Powell, Columbus, New Albany, Dublin, Galena, Sunbury, Gahanna, Lewis Center, and Worthington.

For questions regarding the 2017 Trusted Advisors list, please contact Mike Miller, development officer at SourcePoint, at (740) 203-2420 or mike@MySourcePoint.org.

Trusted Advisors

SourcePoint periodically offers free workshops presented by our Trusted Advisors, local professionals who can assist with your personal and financial planning needs.

Trusted Advisors do not pay a fee to be a member of this program and are not connected to our Community Support Program.

By | 2017-05-10T14:26:54+00:00 December 1, 2015|News, SourcePoint Services|0 Comments

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