Financial Planning Consultants
Budros, Ruhlin & Roe, Inc.See Hours
| Monday | 8:00 AM - 5:00 PM |
|---|---|
| Tuesday | 8:00 AM - 5:00 PM |
| Wednesday | 8:00 AM - 5:00 PM |
| Thursday | 8:00 AM - 5:00 PM |
| Friday | 8:00 AM - 5:00 PM |
| Saturday | Closed |
| Sunday | Closed |
About
About This Business
Budros, Rhulin & Roe, Inc, is a fee-only firm offering wealth, investment and retirement plan management and services.
Products and Services
Wealth Management
Investment Management
Retirement Plan Services
Divorce Advisors
Business Details
- Local BBB:
- BBB of Central Ohio
- BBB File Opened:
- 5/3/1993
- Business Started:
- 12/1/1979
- Business Incorporated:
- 4/8/1988
- Type of Entity:
- Corporation
- Alternate Names:
- Independent Wisdom For Wealth
- Rudros Ruhlin Roe
- Business Management:
- Mr. James Budros CFP, Chairman
- Ms. Peggy Ruhlin CPA, CEO
- Mr. Daniel Roe CFP, Investment Representative
- Ms. Karen Thompson, Director of Human Resources
- Mr. John Schuman JD, Planning Manager
- Mr. Aaron Amrstrong CFP, Senior Manager
- Mr. Gary Marcinick, Executive Vice President
Additional Contact Information
- Principal Contacts
- Mr. James Budros CFP, Chairman
- Customer Contacts
- Mr. James Budros CFP, Chairman
- Ms. Peggy Ruhlin CPA, CEO
- Mr. Daniel Roe CFP, Investment Representative
- Ms. Karen Thompson, Director of Human Resources
- Mr. John Schuman JD, Planning Manager
- Mr. Aaron Amrstrong CFP, Senior Manager
- Mr. Gary Marcinick, Executive Vice President
- Fax numbers
- Primary Fax: (614) 481-6919
- Additional Phone Numbers
- Other Phone: (800) 481-6910
- Additional Email Addresses
- Primary: Email this Business
Licensing information
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Additional Information
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