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AKRON
330.836.3805
90 North Miller Rd.
Akron, OH 44333

BEACHWOOD
888.888.0619
3401 Enterprise Pkwy.
Suite 340 - 343
Beachwood, OH 44122

WARREN
330.856.6345
8700 East Market St.
Suite 7A
Warren, OH 44484

WESTLAKE
440.892.3372
1991 Crocker Road,
Suite 600
Westlake, OH 44145

COLUMBUS
614.261.0600
890 Proprietors Road
Worthington, OH 43085

Ashburn
703.726.1313
44355 Premier Plaza
Suite 200
Ashburn, VA 20147

Concerned That Your Dreams of Retirement May Be Eluding You?

Shelby Morgan, Founder and Principal of W3 Financial Group, shared his expertise with Akron Life and Leisure Magazine regarding a recent 401(k) participant study by Charles Schwab. “According to a recent study* 14% of American workers think it is unlikely and 49% somewhat likely they will reach their retirement goals. At W3 Financial Group, we…

Fee-Based Planning offered through W3 Wealth Advisors, LLC - a State Registered Investment Advisor - Third Party Money Management offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor - Securities offered through ValMark Securities, Inc. Member FINRA, SIPC - 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 * 1-800-765-5201 -W3 Wealth Management, W3 Wealth Advisors and W3 Global Accounting is not affiliated with Valmark Securities, Inc. and Valmark Advisers, Inc.

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