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
Finance & AccountingView LinkedIn profile

About Kevin Dusold

Our passion is planning. We combine decades of client-service experience with powerful…

Experience

  1. 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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Kevin Dusold — Advisor at Dusold Financial Services, Llc in Cincinnati, OH, US | Unifers