Stephanie Moos, Financial Advisor located in Lima, OH

Financial Advisor
Stephanie A Moos

2615 Ft Amanda Rd Suite B, Lima, OH 45804opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

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

Personal Interests

  • Community Outreach
  • Music
  • Spending Time with Family

Team Members

  • Courtney Neumeier
    Associate Financial Advisor
  • Alisha Benson
    Sr. Branch Office Administrator
  • Erin Burgess
    Branch Office Administrator
  • Kim Warnecke
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(419) 221-6901

Fax

(888) 273-9404

Office Address

2615 Ft Amanda Rd Suite B
Lima, OH 45804opens in a new window

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