Marc R. Jewell,  CFP<sup>&reg;</sup> - Financial Advisor

Marc R. Jewell, CFP®

CLU,

Jewell Financial Services

7017 Corporate Way
Centerville, OH 45459-4238
(877) 434-3699
(937) 434-3699

General

Marc Jewell is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Jewell Financial Services in Centerville, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CLU

Insurance Licenses

  • Life insurance: IN
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Royal Alliance Associates, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources