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INTELLIPLAN FINANCIAL
- Financial Services
- Gahanna, OH
About this business
We take a comprehensive approach to financial planning and create customized foundational plans that allow our clients to be financially secure in any economic environment. Intelliplan Financial is an independent financial planning firm located in Columbus, Ohio and founded by Joe Overfield. After spending 7 years in the planning industry, Joe recognized the need and developed a specific planning firm dedicated to specializing in "foundational" financial planning. Foundational planning concentrates on the portion of one's po... read more
Location details
670 Morrison Road #210, Ste 290, Gahanna, OH, 43230, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
RecommendedMy husband and I are long time clients of Intelliplan Financial. Partnering with them has been one of the best financial decisions we’ve made. We no longer stress or have a worry about having security in our retirement years. Joe and his team work hard to meet their clients’ needs and are continually learning and passing that knowledge along to their clients. They will tailor a plan specifically to your goals and you’ll see how your money can work for you. If you’re interested in the Bank on Yourself concept, do yourself a f... read more
Joe and his team are the BEST! A few years ago we found ourselves in a financial situation where we had some money to invest, and needed to bring our taxable income down. I was also in the middle of switching career paths. Joe helped me move my old 401K into an annuity, and helped us set up a BOY plan. Very happy with both accounts, and I love the flexibility the BOY plan gives us. With many investment accounts you can’t pull money out, and I love the flexibility of the BOY plan! A+ company. Additional Joe and his family are... read more
Joe Overfield & his team at Intelliplan Financial do a great job of taking care of you and ensuring your financial well-being. Highly recommend!!!
They are taking great care of our retirement income. They are very knowledgeable.
Frequently asked questions about INTELLIPLAN FINANCIAL
How is INTELLIPLAN FINANCIAL rated?
INTELLIPLAN FINANCIAL has a 4.9 star rating with 37 reviews.
When is INTELLIPLAN FINANCIAL open?
INTELLIPLAN FINANCIAL is open now. It will close at 5:00 p.m.
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