PJ
Patrick Justice
Director at Ellsworth Advisors
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Work Experience
Director
Nov 2020 - Present · 4 years and 2 months
Demming Financial Services Corp.
Cfp®, Financial Planner
May 2014 - Nov 2020 · 6 years and 6 months
Demming Financial Services Corp
Paraplanner/Financial Analyst
Dec 2010 - May 2014 · 3 years and 5 months
Company Details
11-50 Employees
Ellsworth Advisors is a fee-based full-service financial advisor. We provide financial planning, asset management, asset allocation, tax, accounting, retirement planning, and estate planning service. We begin by taking a complete overview of your financial needs. We recognize that each client has specific goals, risk tolerance, time horizon, and access to investment opportunities. We work with our clients to craft a comprehensive financial strategy designed to pursue your goals by maximizing returns and minimizing risk. Our most important attribute is watching your blindside and making sure we closely monitor the markets and your changing financial position.
Year Founded
2018
Social Media
Linkedin
Industry
Financial Services
HQ Location
1764 Georgetown Rd Hudson, Ohio 44236, US
Keywords
Asset ManagementFinancial PlanningAsset AllocatioRetirement PlanningEstate Planning401(k)sHigh-Net Worth IndividualsUltra High-Net Worth IndividualsWealth Management
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