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About
Investment ServiceFinancial PlanningNon Profit Financial Services
As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus on what truly matters. We are fiduciaries, meaning your financial success is our sole priority. We tailor every strategy to your unique goals, actively monitoring and adapting to optimize your portfolio's performance. At Carnegie, you won't encounter hidden fees, commissioned sales, or products that serve anyone but you. Our fee-only model ensures transparency and trust, aligning your success with ours.
Details
- Wheelchair accessible entranceAvailable
Location
Hours
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- MTMary TursichAug 16, 20235.0The financial team at Carnegie have your best interests at heart and do their utmost to help you make gains with your investments. Shams, Brandi and the team are very professional and knowledgeable. Highly recommend!
Frequently Asked Questions About Carnegie Investment Counsel
What are the regular business hours of Carnegie Investment Counsel?
Carnegie Investment Counsel is open Monday through Thursday from 8:00 AM to 5:00 PM, and on Friday from 8:00 AM to 4:00 PM. It is closed on Saturdays, Sundays, and stock market holidays.
Where is Carnegie Investment Counsel located?
Carnegie Investment Counsel is located at 1701 Woodlands Drive, Suite 200, Maumee, OH 43537, USA.
What financial services does Carnegie Investment Counsel offer?
Carnegie Investment Counsel offers investment management, wealth management, financial planning, employee financial wellness education, and corporate retirement planning services.
How does Carnegie Investment Counsel charge for their services?
They operate on a fee-only model with no hidden fees or commissions, ensuring transparency and aligning their success with yours.
Is Carnegie Investment Counsel accessible for people with disabilities?
Yes, Carnegie Investment Counsel has a wheelchair accessible entrance.
How can I contact Carnegie Investment Counsel?
You can contact them via phone at +1 877-473-9792 or +1 419-842-0334, or email them at info@carnegieinvest.com.
What professional certifications or associations does Carnegie Investment Counsel have?
They are associated with Accredited Investment Fiduciary (AIF), Investment Adviser Association (IAA), and Certified Financial Planner (CFP).
Are there any financial advisory services near Carnegie Investment Counsel?
Yes, nearby financial advisory services include The Bennett Jensen Group, Beebe Financial Services, Heritage Planners, and Jeff King - New York Life, which may provide complementary services or additional options for financial planning.
What community or park facilities are located near Carnegie Investment Counsel for visitors interested in leisure before or after appointments?
Nearby parks include Arrowhead Park Association and Eppstein Park, which visitors might enjoy before or after their visit to Carnegie Investment Counsel.
Are there any legal services close to Carnegie Investment Counsel in case clients require estate planning or related legal advice?
Yes, legal service providers nearby include Tuschman James M, Barkan and Robon, and Barkan & Robon Ltd, specializing in areas such as wills, trusts, probate, and estate planning law.