

Financial Advisor
Rusty Surber III
49 S Dorset Road, Troy, OH 45373opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Retirement Income Strategies
- New Investors
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
Focus Areas
- Retirement Income Strategies
- New Investors
- Retirement Savings Strategies
- Wealth Strategies
- Charitable Giving
- Estate & Legacy Strategies
Personal Interests
- Volunteering
- Sports Enthusiast
- History and Museums
- Traveling
- Hiking
Team Members
Susan HeitkampSr. Branch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 04:00PM |
| Tue | 08:00AM - 04:00PM |
| Wed | 08:00AM - 04:00PM |
| Thu | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Phone
(937) 440-0611Fax
(877) 896-4293Office Address
49 S Dorset RoadTroy, OH 45373opens in a new window
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