Reaching Upward Financial Solutions LLC

Overview

Reaching Upward Financial Solutions LLC is an independent, Ohio-based limited liability company that serves individual and family clients. The firm is owned by an individual advisor and combines advisory work with licensed business activities: it operates as an insurance broker and provides accounting services. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not present itself as an ESG-focused adviser.

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Public Holdings

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Location & Offices