Broker Check

228 N Market Street
West Union, OH 45693

John Lawler

(937) 544-8907

 

Services

*Investments

  • Brokerage Accounts
  • Mutual Funds
  • College 529 Plans

Planning Services

  • Retirement Planning
  • Rollovers*
  • 401ks*
  • College Planning

Tax and Accounting

  • Individual and Business Tax Preparation
  • Electronic Filing
  • Payroll Services and Reporting
  • Tax Planning and Consulting

Insurance

  • Fixed and Variable Annuities*
  • Life Insurance
  • Long-Term-Care Insurance

* These services are offered by John Lawler through his affiliation with LPL Financial.