Dome Financial Services Ltd

NO ONE STRATEGY FITS EVERYONE

Financial planner in Westerville, OH (show on map)

3.0

★★★☆☆

2 reviews

DOME Financial Services, Ltd. uses a team-oriented approach to guide clients toward financial goals with personalized strategies.

Call (614) 430-8414

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About

DOME Financial Services, Ltd. is a premier financial services company in Ohio that employs a team-oriented approach to guide clients and help them meet or exceed their financial goals. The firm offers a depth of experience and resources, setting it apart from typical insurance and investment firms.

Services include financial planning, investment advisory, insurance, and wealth management tailored to individual needs.

Team-oriented approach

Comprehensive financial planning

Personalized investment strategies

Small Business Solutions

Estate & Legacy Strategies

Services

Financial Planning

Comprehensive financial planning to help clients achieve their financial goals throughout life phases.

Asset Accumulation Wealth Preservation Income Distribution

Portfolio Management

Tailored portfolio management focusing on long-term success through a six-step process.

Risk Management Asset Allocation Monitoring and Adjustment

Small Business Solutions

Tailored financial, insurance, and investment solutions for businesses.

Pension Planning Profit Sharing Defined Benefits Business Continuation Section 79 Key Employee Compensation

Estate & Legacy Strategies

Strategies for estate planning, wealth transfer, and asset protection.

Life Insurance LTC Coverage Critical, Chronic, & Terminal Illness Benefit Riders Estate Planning Strategies Wealth Transfer Strategies Asset Protection