Kevin Dusold
Retirement Planning | Portfolio Analysis | Workplace Savings | Investment Research | Personal Finance
- Role
- Advisor at Dusold Financial Services, Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Kevin Dusold
Our passion is planning. We combine decades of client-service experience with powerful…
Experience
Advisor
Dusold Financial Services, Llc
Sep 2013 — Present · Cincinnati, OH, US
Our passion is planning. We combine decades of client-service experience with powerful, cutting-edge technologies to help our clients identify financial-planning opportunities- Retirement Planning - Investment Management- Portfolio Analysis- Insurance Planning- Wealth ManagementWhether you are an existing client, a referral, or someone just stopping by we welcome you to navigate through our Web site and learn more about us personally and professionally. At Dusold Financial Services, LLC we strive to be your trusted partner throughout the journey toward your financial success. That journey takes many unique turns for each individual and their loved ones. Our job is to help guide you along the way.
Education
St. Catharine College
Core Studies
2005 — 2006
Northern Kentucky University
Business Administration, Management and Operations
Skills
- Fixed Annuities
- 401k
- Fund Analysis
- Investments
- Long Term Care Insurance
- Asset Management
- Qualified Retirement Plans
- Asset Allocation
- Mutual Funds
- Policy Review
- Business Owner Planning
- Workplace Savings Plans
- Life Insurance
- Wealth Management Services
- Asset Protection
- Retirement Planning
- Buy-Sell Agreements
- Disability Insurance
- Options Strategies
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