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320 James Bohanan Dr, Dayton, OH, 45377, United States
Get directionsWeekday | Schedule | Status |
---|---|---|
Mon | 9:00 a.m. to 6:00 p.m. | |
Tue | 9:00 a.m. to 6:00 p.m. | |
Wed | 9:00 a.m. to 6:00 p.m. | |
Thu | 9:00 a.m. to 6:00 p.m. | |
Fri | 9:00 a.m. to 6:00 p.m. | |
Sat | Closed | |
Sun | Closed |
My husband and I met with Chris to discuss our financial plans. He was thorough and covered all the bases, including healthcare and life insurance at retirement and whether it was needed for our situation. He gave an assessment of our investments and made recommendations we hadn't considered, such as a brokerage account. It was obvious that he tailored his advice for each client and their specific situation, as one would expect. We learned that our tax bracket wouldn't really change at retirement, so traditional strategies o... read more
I highly recommend Chris Strehle as a financial planner. His fee structure is very reasonable. His advice is steady and really helped us get a plan so we can retire when we want.
Sound Financial Group has a 5 star rating with 2 reviews.
Sound Financial Group is open now. It will close at 6:00 p.m.
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