Zac Fiely - Financial Advisor

Zac Fiely - Financial Advisor Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Zac Fiely - Financial Advisor, Financial service, Urbana, OH.

I've completed the education to obtain the CERTIFIED FINANCIAL PLANNER®️ or CFP®️ certification.Highlights include:• Fin...
05/14/2026

I've completed the education to obtain the CERTIFIED FINANCIAL PLANNER®️ or CFP®️ certification.

Highlights include:
• Financial management, tax-sensitive investment strategies, estate considerations and retirement savings
• Insurance planning and education planning

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER®️ and CFP®️ (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Our financial advisors hold industry-leading credentials.www.edwardjones.com/us-en

On April 2, President Donald Trump announced the highly anticipated U.S. reciprocal tariff plans under the International...
04/03/2025

On April 2, President Donald Trump announced the highly anticipated U.S. reciprocal tariff plans under the International Emergency Economic Powers Act.

We offer a framework to assess how the announced tariffs could impact economic growth, inflation, central-bank policy and financial markets and provide key financial insights for individuals and business owners.

Tariff announcements drove market volatility in early March

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.
02/18/2025

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.

Avoiding these common mistakes can help improve your chances for achieving your retirement savings goal.www.edwardjones.com/us-en

Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of...
09/06/2024

Did you know you can have a 401k and an IRA at the same time? Check out our lesson to learn more about the advantages of IRAs and if one is right for you.

Learn about the features, benefits, and different types of IRAs as tools for retirement savings. From Edward Jones and EVERFI

It's never too early (or late!) to start saving for college. Take advantage of College Savings Month and explore the dif...
09/03/2024

It's never too early (or late!) to start saving for college. Take advantage of College Savings Month and explore the different options available to you.

Discover smart ways to plan and pay for college. From Edward Jones and EVERFI

Are you part of the "Sandwich Generation?" Our Senior Strategist Meagan Dow shares tips to navigate helping to pay for y...
08/30/2024

Are you part of the "Sandwich Generation?" Our Senior Strategist Meagan Dow shares tips to navigate helping to pay for your aging parents' and your children's expenses.

Learn how to navigate helping to pay for your aging parents' and your children's expenses.

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick...
08/27/2024

Wondering which party in power will sway the markets? The answer may surprise you. Here’s why it’s so important to stick to your long-term investment strategies…even during short-term political events.

Remaining steadfast amid political and policy changes has benefited investors.

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or ...
08/23/2024

Whether you hope to invest a little extra income, prepare a future for your family that includes a secure retirement or save for a new home or education, we’re here to coach you through it. Learn what you can expect from me as we start planning your financial strategy.

Here is our approach

In that back-to-school mindset and curious about your options to fund a student's education when they're ready for colle...
08/20/2024

In that back-to-school mindset and curious about your options to fund a student's education when they're ready for college? Planning now could help save you a lot of worry in the future.

From 529s to bonds, etc.

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practi...
08/16/2024

Did you know that the total lifetime healthcare cost for someone with dementia is estimated at $392,874? Here are practical steps you can take to keep your brain sharp and potentially save thousands in medical costs.

How to prepare for the expense of potential cognitive decline

Your dream vehicle is more than a mode of transportation- it’s a symbol of your journey. Discover the ins and outs of ca...
08/13/2024

Your dream vehicle is more than a mode of transportation- it’s a symbol of your journey. Discover the ins and outs of car loans helping ensure the drive aligns with your financial goals.

Explore different ways to buy a car and the steps you can take to apply for a car loan. From Edward Jones and EVERFI

Address

Urbana, OH
43078

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+19375084478

Website

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