Broker Check

354 N. Detroit Street
Xenia, OH 45385

Wichman & Newell Financial Advisors

937.374.2002

 

Our Service

Investments 

  • Bonds
  • Common Stock
  • Educational IRAs
  • Traditional IRAs
  • Roth IRAs
  • SEP-IRAs
  • SIMPLE IRAs
  • Brokerage Accounts
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities


Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit-Sharing Plans


Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Insurance


Fixed Insurance products and services offered through Wichman, Newell & Stephan Professional Investment Planning Group