Bill Kay, Financial Advisor

FINANCIAL ADVISOR
Bill Kay

CFP®, AAMS™
7504 Slate Ridge Blvd, Reynoldsburg, OH 43068opens in a new window
CallSend Me a Message

Focus Areas

  • Charitable Giving
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Sports Enthusiast
  • Traveling

Team Members

  • Michele Glusich
    Registered Branch Associate
  • Charles Minneci
    Associate Financial Advisor
  • Ellen Schneider
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(614) 856-0856

Fax

(877) 833-7643

Office Address

7504 Slate Ridge Blvd
Reynoldsburg, OH 43068opens in a new window

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