We are interested in understanding your goals and how we may be able to help you achieve them. To set up your review, call us at 419-885-1130 or complete the form to the right. After submitting the form, we will contact you to set up a time to hold a phone call or skype meeting, based on your preference. The review will be scheduled with Helyn Bolanis, Parlan Financial’s Chief Investment Officer.
During your review, we plan to cover the following:
Helen Bolanis, CIO