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Why choose this provider?
Greatmark Investment Partners, Inc. is an SEC-registered investment advisor based in Columbus that helps clients in reviewing their financial assets, investment portfolios, and debts. Additionally, the financial professionals assist clients with retirement plans, long-term health plans, college funding, as well as care plans for parents and in-laws. Co-owner Jeffrey G. Adams is a CFA and CFP professional who has spent 20 years of his profession at his former advisory firm before relaunching it as Greatmark Investment Partners in 2007.
- Certified Financial Planner (CFP)