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Business Profile

Financial Planning Consultants

Maxwell Financial Management, LLC
BBB Accredited BusinessA+Rated by BBB
Visit Website(614) 431-4345Write a Review

About

Overview

Maxwell Financial Management, LLC

6530 W Campus Oval Ste 320

New Albany, OH 43054-7069

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See Hours
Operating Hours
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
8:30 AM - 5:00 PM
Closed
Closed

BBB Accreditation & Rating

Maxwell Financial Management, LLC is BBB Accredited.

This business has committed to upholding the BBB Standards for Trust.

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About This Business

This company is an independent financial services firm

BBB Accredited Since: 5/23/2008

Years in Business: 48

Products and Services

Financial Planning

Business Details

Local BBB:
BBB of Central Ohio
BBB File Opened:
4/1/1986
Business Started:
8/1/1978
Business Incorporated:
1/6/2006
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mr. Richard W Maxwell, Founder
Mr. Adam T. Hill, President
Ms. Kathryn M Ufferman, Vice President

Additional Contact Information

Principal Contacts
Mr. Richard W Maxwell, Founder
Ms. Kathryn M Ufferman, Vice President
Customer Contacts
Mr. Adam T. Hill, President
Ms. Kathryn M Ufferman, Vice President
Fax numbers
Primary Fax: (614) 304-0091
Social Media

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

Payment methods
Check, Cash, Card
Other Resources
Division of Securities
77 S High St Fl 22
Columbus OH 43215
Phone Number: 614-644-7381
http://www.com.ohio.gov/secu/
Ohio Department of Insurance
50 W. Town St. Third Floor - Suite 300
Columbus OH 43215
Phone Number: 800-686-1526
http://www.insurance.ohio.gov
Business Categories
Financial Planning Consultants, Insurance Services Office, Investment Security

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