Frazie Wealth Management

at 701, Suite B, Chillicothe St, Portsmouth , 45662 United States

1. Financial Planning
2. Professional Service

Frazie Wealth Management helps manage and organize the financial affairs of select families in the tri-state area.

Description

Frazie Wealth Management, Inc. is a wealth services firm that focuses on managing and organizing the financial affairs of select families in Portsmouth OH and surrounding areas. Frazie Wealth Management is owned by Jeremy Frazie, a professional in the field of retirement solutions and holistic wealth management since 2007, Jeremy stresses that building financial independence involves more than just contributing to a retirement account. During the second half of their lives, he understands that his clients are looking at a much more complex set of financial worries. They're now faced with complicated issues such as having a retirement income they can't outlive, navigating complex tax laws, saving for their grandchildren's education, and leaving a financial legacy behind. By focusing on his 10 Building Blocks to Financial Independence, Jeremy is able to provide each client with a financial blueprint to achieving their desired lifestyle, allowing them to spend this well-deserved time in their lives focused on the things that are most important. Disclosures: Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Beacon Wealth Management operate independent of each other. This communication is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where I am not registered. Third party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Cambridge Investment Research or CIRA. To ensure compliance with certain SEC and FINRA rules, Cambridge Investment Research registered reps do not use client testimonials on social media sites; this includes receiving and/or posting Recommendations, Skills & Expertise or Endorsements. 701, Suite B. Chillicothe St. Portsmouth, OH 45662 Phone 740-354-9585

Company Rating

207 FB users likes Frazie Wealth Management, set it to 36 position in Likes Rating for Portsmouth, New Hampshire in Professional Service category

Summary

Frazie Wealth Management is Portsmouth based place and this enity listed in Financial Planning category. Located at 701, Suite B, Chillicothe St OH 45662. Contact phone number of Frazie Wealth Management: (740) 354-9585