We manage and organize the financial affairs
of successful retirees, entrepreneurs and professionals.
phone:
(513) 538-1880
Carl McClurg
Accredited Investment Fiduciary®(AIF®)
Independent Wealth Manager
Complete Wealth Strategies
Retirement Planning & Wealth Management
FINRA License: Series 6, 63, 65
Registered Representative of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc. a Registered Investment adviser. Complete Wealth Strategies and Ohio Pension Consultants are not affiliated with Cambridge Investment Research, inc.
Member of
Founder and Independent Wealth Manager,
Carl McClurg Jr - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives.
He strongly believes this can only be achieved by first getting to know each client on a personal level. His individualized approach can be summed up by the following sentiment: “It is truly a blessing to help clients with their financial concerns while making new friends in the process.”
Our Goal is to "Empower our clients to take control of their financial lives and experience FREEDOM from the fear and anxiety that can be associated with planning for your financial future."
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
(513) 964.3103
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