Welcome to John E. Sestina and Company, a fee-only financial planning firm proudly celebrating over 50 years of helping clients manage to be wealthy. Located in Columbus, Ohio, we provide the expertise and resources of a forward-thinking advisory firm to help our clients achieve peace of mind.
Our financial planning team relies on a set of proven techniques that form the foundation of our unique approach, “Managing to Be Wealthy®.” This time-tested, thorough process helps clients build comprehensive financial plans that reflect their unique personalities, lifestyles, goals, and objectives.
At John E. Sestina and Company, we believe financial planning isn’t just about investing. We develop comprehensive financial plans tailored to your specific needs, whether you’re a new college graduate or a wealthy individual. Our goal is to provide you with the peace of mind that comes from knowing your financial future is in good hands.
“Financial planning isn’t just investing; we develop comprehensive financial plans that are specific to your needs – from new college graduates to wealthy individuals.” — John E. Sestina, Founder
Disclosure: Form ADV, Customer Relationship Summary, and Privacy Policy are available at https://www.managingtobewealthy.com/disclosure
Company Details
- Employees
- 21
- Founded
- -
- Address
- 1161 Bethel Rd,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Retirement Planning.
- HQ
- Columbus, Ohio
John E. Sestina And Company Questions
John E. Sestina And Company's website is https://www.managingtobewealthy.com/
John E. Sestina And Company's LinkedIn profile is https://www.linkedin.com/company/managingtobewealthy
John E. Sestina And Company has
21 employees.
View email and phone details for 21
employees at John E. Sestina And Company.
John E. Sestina And Company's industry is
Financial Services
John E. Sestina And Company's top competitors are
Team Nashorns Pccoe&r,
Zap Mortgage,
The Joseph Group Capital Management,
Vocel,
Tenacity Private Wealth,
Windsor Advisory Group,
Adviceguide,
Waller Financial Planning Group, Inc.,
Tcp Asset Management,
Summit Financial Strategies, Inc..
John E. Sestina And Company's categories are Financial Services
John E. Sestina And Company's founding year is 1965
