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  • The Financial Architect

    for your Future

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  • The Financial Architect

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Michael R. Wilcox | Chairman & CEO | Wilcox Financial Ohio

Michael R. Wilcox*

Chairman & CEO
Jarrod F. Hirschfeld | President & Advisor | Wilcox Financial OH

Jarrod F. Hirschfeld*

President & Financial Advisor
Peter J. Winovich | Executive Vice President | Wilcox Financial

Peter J. Winovich* III

Executive Vice President & Financial Advisor
J. Christian Piazza | Financial Advisor | Wilcox Financial Ohio

J. Christian Piazza*

Financial Advisor
Ben Wilcox | Financial Advisor In Ohio | Wilcox Financial

Ben Wilcox*

Financial Advisor
Jason Connell | Investment Specialist | Wilcox Financial  OH

Jason Connell*

Investment Specialist

Clay Symington

Internal Financial Advisor

Featured News

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Michael Wilcox | May 29, 2023
Categories
Finance
Education
Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy probably cost you at least $500 last year alone.1 Think of it as a type of financial illiteracy tax. However, there is good news: you do NOT have to keep paying it year after year. The more you brush up on your financial knowledge, the better you’ll...

9 Important Details about Early Retirement Plan Rollovers

Michael Wilcox | May 22, 2023
Categories
Retirement
You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are employer-sponsored ones like 401(k)s, 403(b)s, and 457(b)s. These arrangements have higher contribution limits and let employees save for retirement on a post-tax or a tax-deferred basis, which is more typical. However, as individuals move from job to job or employer to employer, they are faced with decisions about what to...

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Contact Info

P: 419-537-9407
F: 419-535-6094
E: info@wilcoxfinancial.com

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*Representatives offer products and services using the following business names: Wilcox Financial and Wilcox Sports Management– insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Wilcox Financial and Wilcox Sports Management–  or any other entity mentioned herein. Michael Wilcox, Jarrod Hirschfeld, Peter Winovich, and Benjamin Wilcox may also offer financial planning services through Wilcox Financial. 

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.

Please read our regulatory advisory.

Check the background of Ameritas Investment Company, LLC. or this investment professional on FINRA’s BrokerCheck

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