About Us

Comprehensive Financial Planning, including goal development, asset management, risk management, college and retirement planning, estate planning and wealth management. The company and its predecessor Bolanis Financial Planning Group have been in business since 1985.

Securities offered through Securities America, Inc. Member FINRA (www.finra.org) / SIPC (www.sipc.org). Advisory services offered through United Advisors, LLC. United Advisors, LLC is not affiliated with Securities America. Securities licensed in AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY, DC, AE.
Branch Address: 1715 Indian Wood Cir., Suite 200, Maumee, OH 43537.

Business size

26-100 employees

Commercial presence