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We are confident in the professional services provided by the persons listed below. We have had the opportunity to work with these fine professionals in the past and are comfortable referring their services to our clients and friends.
Accountants
Joe Schaefer
Schaefer & Associates, Inc.
110 Northwoods Blvd., 2nd Floor
Columbus, Ohio 43235
(614) 885-4900
www.schaefercpaonline.com
Kevin Payne
Payne & Co., Inc.
4630 Sawmill Road
Columbus, Ohio 43220
(614) 458-1101
www.payneandcompany.com
Robin Retzler
Robin Y Retzler CPA LLC
7527 Balfoure Circle
Dublin, Ohio 43017
(614) 570-3067
Attorneys
Alan S. Acker
145 East Rich Street, 4th Floor
Columbus, Ohio 43215
(614) 220-8877
Sheila Clark
Clark & Lowe, LLC
1500 W. 3rd Ave., Suite 310
Columbus, Ohio 43212
(614) 340-3895
Dick Holz
Schottenstein, Zox, & Dun
250 West Street
Columbus, Ohio 43215
(614) 462-2296
www.szd.com
Mike Renne
Dinsmore & Shohl, LLP
191 Nationwide Blvd., Suite 300
Columbus, Ohio 43215
(614) 221-1435
www.dinslaw.com
Gary Troyan
Jones, Troyan, Pappas & Perkins
1472 Manning Parkway
Powell, Ohio 43065
(614) 888-8500
www.jonestroyan.com
Mortgage Services
John Fearon
Fearon Financial
25 South Liberty Street
Powell, OH 43065
(614) 310-3100
www.fearonfinancial.com
Michael Conrath
Wells Fargo Mortgage
2701 Wells Fargo Way
Minneapolis, MN 55408
(866) 253-2030, Ext. 76556
www.wellsfargo.com
Todd Helpbringer
Helpbringer Mortgage Services
57 E. Wilson Bridge Rd.
Worthington, Ohio 43085
(614) 431-2227
www.helpbringer.com
Trust Services
Tom Cummiskey
Park National Bank
140 E. Town St., Suite 1010
Columbus, Ohio 43215
(614) 228-0063
www.parknationalbank.com
The website links on this page are provided for your convenience. A link does not imply Summit Financial Strategies approves or endorses the website. When you click on a link, you will be leaving the Summit Financial Strategies website.
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