AAA Ohio Auto Club’s ongoing initiative to enhance member benefits, services and expectations has led to a recently formed strategic partnership with The Strategic Wealth Management Group, a financial and investment advisory practice with locations in Mansfield and Columbus, Ohio, and assets in excess of $240 million as of December 2017 countrywide.
With more than 85 years of combined experience, the associates at Strategic Wealth Management will work to provide AAA members with unbiased, non-proprietary wealth management and financial planning options. Available services include portfolio management, retirement planning, estate planning and investment risk management analysis.
“I am extremely excited to partner with AAA Ohio Auto Club and the brand and trust that they represent,” said Jeremy Swank, managing principal of The Strategic Wealth Management Group. “Our goal is to provide AAA Ohio Auto Club members a significant added value in terms of the financial products and services that our independent practice offers.”
“Our AAA members place their trust in us to endorse the most credible products and services,” said David McMullen, vice president of insurance and financial services for AAA Ohio Auto Club Insurance Agency. “Through the partnership with Jeremy Swank and the Strategic Wealth Management Group, we are confident that our members’ financial well-being will be kept top of mind.”
A series of engaging and informative financial seminar programs will be held exclusively for AAA Ohio Auto Club members throughout 2018. The first program will focus on retirement planning strategies. A calendar of financial-related events may be found online at www.ohio.aaa.com.
“We are extremely proud of this opportunity and endorsement,” commented Swank. “It validates our continued growth as a financial service organization. I encourage AAA Ohio Auto Club members to contact my office to discuss the valuable services we can provide them.”
Jeremy Swank of the Strategic Wealth Management Group may be reached at 419-522-6636. Members are also encouraged to visit the Group’s website, www.thestrategicwealthgroup.com, to learn more about the services available.
Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with The Strategic Wealth Management Group or any other entity listed herein.