McGillivary & Ippisch Wealth Advisors - Dayton, Ohio

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McGillivary & Ippisch Wealth Advisors

McGillivary & Ippisch Wealth Advisors, located at 2299 Miamisburg Centerville Rd, Dayton, OH 45459, is a top-tier financial planning firm committed to helping clients achieve their financial goals. The company is led by experienced advisors Tim Ippisch and Scott McGillivary, who have earned a stellar reputation for their knowledge, professionalism, and personalized service.

This Dayton-based firm specializes in providing comprehensive financial planning services, including investment management, retirement planning, estate planning, and tax planning. Their collaborative approach ensures that each client receives tailored advice based on their unique financial situation and goals.

Specialties and Services

• Financial Planning: The core service offered by McGillivary & Ippisch Wealth Advisors is financial planning, which involves creating a personalized roadmap to help clients achieve their financial objectives.
• Investment Management: The firm manages clients' investment portfolios, aiming to optimize returns while minimizing risk.
• Retirement Planning: They assist clients in preparing for a comfortable retirement by evaluating their current financial situation and developing strategies to maximize their retirement savings.
• Estate Planning: The advisors help clients create a comprehensive estate plan to protect their assets and ensure their wishes are carried out.
• Tax Planning: They offer tax planning services to help clients minimize their tax liability and maximize their wealth.

Accessibility and Convenience

• Wheelchair Accessible Entrance: The firm's office is equipped with a wheelchair accessible entrance, ensuring easy access for all clients.
• Wheelchair Accessible Parking Lot: A wheelchair accessible parking lot is available for clients' convenience.
• Wheelchair Accessible Restroom: The office also provides a wheelchair accessible restroom, further demonstrating their commitment to accessibility.
• Appointment Required: Clients are required to schedule an appointment to meet with the advisors, ensuring personalized attention and undivided focus on their needs.
• Appointments Recommended: While walk-ins are not accepted, appointments are strongly recommended to avoid any inconvenience.

Testimonials and Reviews

McGillivary & Ippisch Wealth Advisors has earned a 5/5 rating based on the single review available on Google My Business. The company has been praised for its knowledgeable, friendly, and service-oriented advisors, such as Tim Ippisch, who has been serving clients for many years. Many clients have expressed their satisfaction with the personalized attention and tailored advice they receive from the firm, highlighting the exceptional service provided by the team.

With a strong focus on client satisfaction, comprehensive financial planning services, and a commitment to accessibility, McGillivary & Ippisch Wealth Advisors stands out as one of the top financial planning firms in Dayton, OH. For anyone seeking a trustworthy and experienced advisor to help them achieve their financial goals, this firm is highly recommended.

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"summary": "McGillivary & Ippisch Wealth Advisors is a top-tier financial planning firm in Dayton, OH, offering personalized services and a 5/5 rating based on client reviews.",
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👍 Reviews of McGillivary & Ippisch Wealth Advisors

Doug N.

5/5

My wife and I have been client's of Tim Ippisch for a long time. He is knowledgeable, friendly, and service oriented. I highly recommend Tim and his team if you are looking for a financial advisor.