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Axim Planning and Wealth Review

Axim Planning and Wealth (CRD # 319618) is a financial advisory firm with an office in Dayton, OH. It manages $119,286,410 in 429 accounts and serves clients across 4 states.

They have 2 advisors on staff.

Axim planners use a variety of tools and strategies to help their clients achieve their financial goals, such as saving for retirement, investing, life-based event planning, and managing debt.

The company is also known for its top-notch customer service. They offer 24-hour phone support, online resources and an extensive library of white papers to guide their clients through the financial maze.

They’re able to provide advice to people in all stages of life, from young adults to retirees. They also have a team of dedicated client managers who can assist with anything from setting up accounts to answering questions.

Investing is an exciting and rewarding profession that requires knowledge, dedication and patience. A good investment adviser can make the process a little easier by taking the mystery out of the stock market and helping you choose the right investments for your unique needs.

As a result, it’s no wonder that more and more Americans are turning to financial advisors for assistance. Some of the most popular types of advisors include Certified Financial Planners, Chartered Financial Consultants, and CPAs.

The best way to find the Axim Planning and Wealth advisor for you is to take a closer look at their track record, experience, credentials and their fees. It’s also important to check out their reviews and ratings from the Better Business Bureau, which can help you determine whether or not they’re a good match for your personal financial situation.

The best financial advisors can give you peace of mind and a sense of confidence in your financial future. They will help you identify your financial goals, set a budget and develop a plan to help you reach those goals. They can also assist you with estate planning, tax planning and retirement planning.

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