Tricia Marteney, Financial Advisor located in Centerville, OH

Financial Advisor
Tricia Marteney

CFP®, AAMS®
873 E Franklin Street, Centerville, OH 45459opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances
  • Entrepreneurs & Business Owners

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Golfing
  • Sports Enthusiast
  • Cycling
  • Reading

Team Members

  • Kelly Ryerson
    Registered Branch Associate
    FPQP®
  • Jennifer Jett
    Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(937) 265-4502

Fax

(888) 449-5604

Office Address

873 E Franklin Street
Centerville, OH 45459opens in a new window

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