Carnegie Investment Counsel
Carnegie Investment Counsel
1701 Woodlands Drive
, Suite 200
Maumee
Ohio
43537
United States
Tel: (877) 473-9792
Website:
http://carnegieinvest.com
Business type:
Business Information
As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus on what truly matters. We are fiduciaries, meaning your financial success is our sole priority. We tailor every strategy to your unique goals, actively monitoring and adapting to optimize your portfolio's performance. At Carnegie, you won't encounter hidden fees, commissioned sales, or products that serve anyone but you. Our fee-only model ensures transparency and trust, aligning your success with ours.
Shams Afzal, Carnegie Investment Counsel Managing Director, Toledo
Chris Henry, Portfolio Manager at Carnegie Investment Counsel
Brittany Blazey, Office Manager/Relationship Manager at Carnegie Investment Counsel
Brandi Casey, Senior Portfolio Administrator
Opening Times
Mon-Thu 8am-5pm, Fri 8am-4pm, Sat-Sun Closed (Carnegie Investment Counsel is closed on stock market holidays.)
Mon-Thu 8am-5pm, Fri 8am-4pm, Sat-Sun Closed (Carnegie Investment Counsel is closed on stock market holidays.)
Additional Phone Numbers
Alt
(877) 473-9792Fax
(419) 842-0339Toll Free
(877) 473-9792Services:
Investment Management, Wealth Management, Financial Planning, Employee Financial Wellness Education, Corporate Retirement Planning
Specialties:
Customized Portfolio Management
Associations:
Accredited Investment Fiduciary (AIF), Investment Adviser Association (IAA), Certified Financial Planner (CFP)
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