

Financial Advisor
Isaac D Demarest
MBA, CFP®, ABFP®, AAMS®
1609 Henthorne Drive, Maumee, OH 43537opens in a new windowFocus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Wealth Strategies
Focus Areas
- Business Retirement Plans
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Special Needs Financial Considerations
- Wealth Strategies
Financial Advisor Certifications
CFP®
CERTIFIED FINANCIAL PLANNER®ABFP®
Accredited Behavioral Finance Professional™AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Personal Fitness
- Triathlons
- Snowboarding
- Hunting
- Active Lifestyle
Team Members
Christine BottlesRegistered Branch Associate
Shannon JacobsSr. Branch Office AdministratorFPQP®
Angela LaurelloSr. Branch Office AdministratorFPQP®
Austin ReedBranch Office Administrator
Andrew ReeseBranch Office Administrator
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 09:00AM - 05:00PM |
| Tue | 09:00AM - 05:00PM |
| Wed | 09:00AM - 05:00PM |
| Thu | 09:00AM - 05:00PM |
| Fri | 09:00AM - 05:00PM |
| Sat | Closed |
| Sun | Closed |
Phone
(419) 382-9210Fax
(877) 268-8798Office Address
1609 Henthorne DriveMaumee, OH 43537opens in a new window
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