JM
Joe Messinger
View Joe's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
College Aid Pro™
Co-Founder
Aug 2017 - Present · 7 years and 5 months
New York Life Insurance Company
Partner
Mar 2006 - Dec 2009 · 3 years and 9 months
Company Details
We help families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time. Our financial planners work closely with you and your family to craft an integrated college, retirement, and investment plan. CWP is an independent fee-only Registered Investment Adviser (RIA). We are only compensated in one way – directly by our clients. In order to avoid conflicts of interest, we accept no commissions and work strictly within in a fee-for-service model.
Year Founded
2009
Social Media
Linkedin
Industry
Investment Management
HQ Location
6037 Frantz Rd. Suite 104 Dublin, OH 43017, US
Keywords
College FundingFinancial Goal PlanningInvestment Management
Discover More About Cleveland Clinic

Find verified contacts of Joe Messinger in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.