Melody Brady, CFP®, ChFC®
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Service type
It’s free, with no obligation to book
Introduction: I guide individuals and families toward their ideal lifestyle through personalized financial planning. Imagine a future where your goals aren't just dreams, but tangible realities. We specialize in crafting financial strategies that extend far beyond retirement, ensuring that every step aligns with your unique aspirations.
Our approach is simple yet powerful: we collaborate closely with you to understand your vision and then tailor a comprehensive plan that optimizes your income and assets. Together, we'll navigate the complexities of financial management, unlocking opportunities to achieve both your short-term needs and long-term dreams.
Whether you're seeking stability, growth, or legacy, we're here to empower you every step of the way. Let's transform your financial journey into a narrative of success and fulfillment.
Overview
Serves Columbus, OH
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1 employee
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Reviews
Customers rated this pro highly for responsiveness, work quality, and value.
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Chris M.
2 weeks ago
Melody at Beechmont Financial has been my trusted financial advisor for years, guiding me through three different institutions. Her responsiveness is unparalleled; she's always there when I have questions or concerns. The value she brings to the table is evident in the personalized attention and tailored strategies she provides. Most importantly, Melody's work quality is exceptional, consistently exceeding my expectations. I wholeheartedly recommend Melody to anyone seeking expert financial guidance.
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Melody Brady