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“People want to pass on not only their valuables, which is easy to do, but also their values.”

Charles Kerwood III, CFP®, ChFC®, AEP®
Partner at Waller Financial Planning Group

By: Waller Financial

Posted January 16, 2015 and filed under Testimonials.

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Columbus, Ohio Office

941 Chatham Lane, Suite 212, Columbus, Ohio 43221

PHONE (614) 457-7026 FAX (614) 457-0911

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801 Laurel Oak Drive, Suite 710, Naples, Florida 34108

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