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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dennis? Claim Your ProfileDennis Grossman is an Investment Advisor Representative with Abacus Wealth Partners. Dennis is a Certified Financial Planner™ professional and has been in the industry for over 10 years. Dennis provides financial planning, portfolio management, and consulting services to individuals, families, businesses, charitable organizations, and retirement plans. Dennis is registered in California and Ohio.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
07/25/2023 - Present
Abacus Wealth Partners (Columbus OH)
IA
Issued 10/16/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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