Viceroy Wealth Counsel

www.viceroywealth.com

Wealth....planned well. Life....lived well. Viceroy Wealth Counsel was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email at info@viceroywealth.com, or give us a call at (513) 794-1899. Securities offered thru LPL Financial, Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.viceroywealth.com

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Wealth....planned well. Life....lived well. Viceroy Wealth Counsel was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients. Our Commitment Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams. Our Principle Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email at info@viceroywealth.com, or give us a call at (513) 794-1899. Securities offered thru LPL Financial, Member SIPC www.sipc.org Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business, please visit www.viceroywealth.com

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Country

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State

Ohio

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Employees

1-10

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Founded

2012

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Estimated Revenue

$1 to $1,000,000

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Potential Decision Makers

  • Managing Director , Principal / Client Portfolio Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Managing Director , Investment Consultant

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President , Wealth Manager

    Email ****** @****.com
    Phone (***) ****-****

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