ACCOUNTING • TAX • FINANCIAL SERVICES
 

At Schiffman | Grow & Co., a Columbus CPA firm, we understand that everyone’s dreams are different. We realize that your wants…your needs…your goals in life are personal and unique. We understand the urgency, the importance and the necessity that your dreams become your reality.

The underlying key for turning a dream into a reality is good financial
planning and careful asset management. Schiffman | Grow & Co. has the knowledge, experience and skill to do both.

When it comes to providing expert financial services, our client satisfaction level is unparalleled. Whether you are an individual or a business, large or small, Schiffman | Grow & Co. can handle all your financial planning and management needs.

• Retirement Planning
• Portfolio Asset Management
• College Funding
• Insurance Planning (life, disability, long-term care)
• Estate Planning

At Schiffman | Grow & Co. we look at your financial picture in every personal manner. Your financial goal is our financial goal.

We begin with a comprehensive needs analysis to help you clearly define your goals. With your clearly defined goals in place, we will design and help execute a financial plan carefully tailored to your individual needs, and goals. Once your financial plan goes into action, we monitor it closely to ensure that your plan stays in line with your goals. The end result is an effective approach to planning designed to help you retain as much of your assets as possible.

When it comes to good financial planning and asset management, knowledge and experience counts. That is what you get from the experienced team of financial experts at Schiffman | Grow & Co. We know our business. We know how to listen. We know what it takes to turn a dream into a reality.

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Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through Valmark Advisers, Inc., a SEC Registered
Investment Advisor • 130 Springside Drive, Suite 300, Akron, OH 44333 • 1-800-765-5201.
Schiffman Grow & Co. is a separate entity from ValMark Securities and ValMark Advisers.
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Columbus Financial Planning: we provide small and large businesses and individuals with financial planning services, like insurance planning and asset management.


© 2011 - Schiffman | Grow & Co.