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Koly
& Company, Inc. is committed to helping you grow in multiple areas of your financial life; personal as well as business. Our goal is to maximize financial security and safety for you and your family, while also maximizing the efficiency of your money at work through the coordination and integration of your assets and cash flow.
David
is licensed to sell life,
accident and health
insurance in Ohio and is
licensed to sell securities
in Ohio, Michigan,
Massachusetts and Florida.
Securities are offered
through The O. N. Equity
Sales Company, Member NASD/SIPC,
One Financial Way,
Cincinnati, OH 45242, (513)
794-6794.
Services include:
- Strategies
for Building and Protecting Wealth
- Protection Analysis
- Disability
Income Insurance
- Health Insurance
- Long-Term Care Insurance
- Life Insurance
- Savings & Education Funding Alternatives
- Accumulation & Retirement Funding
- Tax Favorable Plans
- Tax-Deferred
- Tax-Free
- Tax-Deductible
- Qualified Plans
- Investments & Asset Allocation Service
- Business Insurance & Employee Benefits
- Estate Planning
- Wealth Creation Techniques
- Wealth Conservation Techniques
Koly &
Company, Inc. does not
provide legal services or
legal counseling, but
provides financial services
in conjunction with a
client's personal legal
representative and/or may
consult with a qualified
legal professional as
required for the client's
particular financial
situation.
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