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Jeremy Albrecht

Here to act in your best interests

About me

I'm passionate about helping hard working Americans achieve their financial goals through holistic, ongoing financial planning. Outside of work, I enjoy spending time with my wife and three girls.


Registered Financial Consultant


Bachelor of Business Administration, Marshall University

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Columbus I - Columbus

8800 Lyra Drive
Suite 220
Columbus, OH 43240

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Working with us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning