Neil Gartner
Principal of a fee-only financial planning practice
- Role
- Principal at Gartner Financial Advisors
- Location
- Loveland, OH, US
- LinkedIn followers
- 500 followers
About Neil Gartner
GFA is a financial planning and investment advisory practice operating on a fee-only basis. Our services run the gamut from full financial plans to advice on specific financial questions or goals. We’re among the minority of financial advisors who fully adhere to the Fiduciary Standard. As a fiduciary, we place our clients’ interests first, not those of a brokerage firm, insurance company, or bank. Because we are not compensated by the sale or recommendation of any financial products, you can feel secure knowing our advice is based on what we believe is best for you.Services include investment management, retirement planning, Social Security maximization, portfolio review and investment advice, college planning, 401(k) or other employer-provided retirement plan review and advice, and risk management (insurance) and estate planning reviews.
Experience
Principal
Sep 2014 — Present
FINANCIAL PLANNER™. Active member of the Financial Planning Association since 2001.
Education
Bowling Green State University
Master of Business Administration (MBA)
College for Financial Planning
CFP® Certification Professional Education Program
Muskingum University
BA
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.