401 Advisor Moving Offices

Dear Jim,


Here is some exciting news: As part of 401 Advisors' growth and expansion, we are moving from the downstairs office in the main building to the office at the end of the building where P&A tax and Accounting used to be. 401 Advisors' growth and the addition of tax planning and preparation services mean we need more space for the new staff joining our team.


We would love to see you if you have not been in for an account review in a while. We are moving today, so please bear with us as the internet, phones, and desks get moved to the new location.


After that, we would love to see you. Have a great weekend!


Kind regards,

 

Jim Kilgore

CERTIFIED FINANCIAL PLANNER®

Managing Member

401 Advisor, LLC

203 W. Franklin St

Centerville, OH 45459

O: 937.434.1790

F: 937.434.6548

M: 937.230.9113

www.401advisor.com

 

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DISCLOSURE


Jim Kilgore CFP ® is the Managing Member of 401 Advisor, LLC, an independent registered investment advisor in the state of Ohio. William DeShurko is an Investment Advisor Representative of 401 Advisor, LLC. Past performance is no guarantee of future results. All investing involves risk. Investments mentioned are not meant to be specific buy or sell recommendations without being taken into account in the context of an investor's entire portfolio or investment objectives. Consult an investment professional before investing. 


Jim Kilgore CFP ® Jim@401Advisor.com

Bill DeShurko Bill@401Advisor.com



937.434.1790

www.401advisor.com