Jeremy
Albrecht
RFC®
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.
Certifications
Registered Financial Consultant
Education
Bachelor of Business Administration, Management Information Systems - Marshall University
Visit one of our Locations
Columbus I - Columbus
8800 Lyra Drive
Suite 220
Columbus, OH 43240
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 financial 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 financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
