portrait of Denise A Mathias
FINANCIAL ADVISOR

Denise A Mathias

CRPC™
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • LGBTQ+ Finances

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Team Members

  • Courtney Robinson
    Branch Office Administrator

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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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(614) 382-8133

Fax

(888) 421-8892

Office Address

6335 Winchester Blvd Suite A
Canal Winchester, OH 43110opens in a new window

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