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As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus on what truly matters. We are fiduciaries, meaning your financial success is our sole priority. We tailor every strategy to your unique goals, actively monitoring and adapting to optimize your portfolio's performance. At Carnegie, you won't encounter hidden fees, commissioned sales, or products that serve anyone but you. Our fee-only model ensures transparency and trust, aligning your success with ours.
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More Business Info

Hours
Regular HoursM-Th 8am-5pm, F 8am-4pm, Sa-Su Closed (Carnegie Investment Counsel is closed on stock market holidays.)
Extra Phones

Fax: 419-842-0339

Services/Products
Corporate Retirement Planning Employee Financial Wellness Education Financial Planning Investment Management Wealth Management
Associations
Accredited Investment Fiduciary (AIF),Certified Financial Planner (CFP),Investment Adviser Association (IAA)
Categories
Mutual Funds, Financial Planners, Financial Services, Investment Management, Investments
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