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Estate Planning Professionals

Estate Planning Professionals

Westerville, OH

We have found information with phone and email addresses about the company Estate Planning Professionals, based in 921 Eastwind Dr SUITE 101, Westerville, OH 43081, OH. The company works in the Financial Services industry. The company's main products are Estate Management and Property Law. This business is connected with these specialties: Comprehensive Financial Plans and Income Planning. Phone numbers, email addresses and other contact information for the company and President, Manager Of Information, Owner Michael Valley can be found on our website.

Company Details

Last Update
Jul 14, 2022
Doing business as
Estate Planning Professional Inc
Location
921 Eastwind Dr SUITE 101, Westerville, OH 43081
Phone
(***) ***-2230
(***) ***-3611
(***) ***-9481
Industry
Financial Services
Real Estate Agent/Manager
Accountant
Financial Advisor
Category
Estate Planning & Administration
Specialties
Comprehensive Financial Plans
Income Planning
Founded
1991
Number of Employee
1-10 employees
Products
Estate Management
Property Law
SIC
8111 - Legal Services
NAICS
621 - Ambulatory Health Care Services

Decision Makers

David Lennox
Co-Founder, Vice-President

Employees

Rc Arseneau
Senior Relationship And Investment Manager
Kelly Bublewicz
Senior Project Assistant
Sharon Staley
Chief Executive Officer
Michael Valley
President, Manager Of Information, Owner
John Entingh
Vice-President
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