Strategic Wealth Management, LLC

How can we help you?

Subject:
Questions or Comments:

Contact Information

Name
Address 1
Address 2
City
State
Zip
Telephone
Fax
E-mail

What is the best time to contact you? (Please select all that apply)

Strategic Wealth Management Group, LLC

3230 Central Park West, Suite 202

Toledo, OH 43617

Phone: 419-720-6060

•

Fax: 419-720-6070

www.strategicwealthmanagement.biz

•

jbeakas@strategicwealthllc.com smcghee@strategicwealthllc.com jutterback@strategicwealthllc.com

Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS) Member FINRA/SIPC. Investment advisory services through BFC Planning, Inc.. Strategic Wealth Management Group, LLC, BFC Planning, Inc. and BFCFS are independent entities. There are risks involved with investing which may include market fluctuation and possible loss of principal value. Our firm does not provide legal or tax advice.

Privacy Policy and Disclosures including Form CRS: Additional Disclosures Customer Relationship Summary (FORM CRS) and Privacy Policy

Contact Us