Thursday, March 29, 2018

State Street Advisers

State Street Advisers Columbus, Ohio financial planning services

State Street Advisers Financial Services

Where you will find a wealth of information to enhance your financial future. Take your time as you explore the articles, videos, and information provided. Check back often for updated content. Have a question about financial planning in Columbus Ohio? Don't hesitate to contact us with any questions. Read more about our financial planning services before you decide.

State Street Advisers
4959 Whistlewood Lane
Westerville, OH 43081
Phone: (614) 895-2584
Email: mark.havanec@ceteraadvisors.com
Website: www.statestreetadvisers.com
Series 6, 7, 24, 63 securities registrations

About Marc Havenec

Marc Havenec of State Street Advisers
Marc Havanec was born and raised in Northeast Ohio. As a young man he often helped his father in the restaurant equipment repair service. He taught me a great deal about hard work and dedication.

Marc graduated from The Ohio State University with a degree in International Business Administration. In order to be a skilled professional in his field, Marc Havenec earned multiple securities licenses, including the 7, 24, and 63 series registrations. He attained the AIF® credential in 2016. Attainment of the AIF® credential demonstrates understanding of the Prudent Practices and methodology. Marc has been the owner and director of State Street Advisers LLC since 1982.

Marc enjoys being an active member of the Central Ohio community and he is a current member of the Westerville Chamber of Commerce. The things Marc enjoys most on his down time are bicycling, reading, travel, music and theater. If you bicycle and have never attended the Bubbafest, the he suggest you do so. One of the best things about his hobbies is that he enjoys meeting people. There are many stories to be heard and many to be told.

In business, his goal is to help client's financial and lifestyle dreams become a reality. Marc offers a full range of investment planning services as well as insurance and retirement income planning. He enjoys educating people so they can make sound choices about their financial future. It is Marc's desire to help build, manage and preserve your wealth. Putting your interest first he will act with integrity and honesty.

Marc looks forward to meeting you and hope we can plan your financial future together. If you have any questions regarding your current or future financial situation, please do not hesitate to contact him.

Financial Planning in Columbus, Ohio

State Street Advisers will help you conduct a comprehensive evaluation of your current financial state to help you plan for your future. You will help prioritize your unique needs and goals. Together we will formulate a series of achievable steps that will support your objectives. Contact us now for financial planning advice in Columbus Ohio.

Retirement Income Planning

We will provide you with a retirement income strategy that fits your needs. We consider the guaranteed as well as the uncertain income. Your portfolio should always be designed to move towards the prosperity of your future. You will be taught how the unknown solvency of Social Security and the lack of financial planning can affect your retirement years. We would like you to have the ways and means available for recreation as well as emergencies in your retirement.

Investment Planning in Columbus, Ohio

You will find a wealth of information to enhance your financial future and we will provide information relating to:
  • Bonds
  • Common stock
  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Brokerage Account
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities
  • 401(k)
  • 403(b)
  • Profit Sharing

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