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Michelle Ogden & Company LLC

157 E. New England Ave. #340
Winter Park
FL 32789
Phone: (407) 645-1639

Category: Financial Planning Consultants
Website: http://www.michelleogden.com

Company representatives

Michelle Ogden, Certified Financial Planner
Phone: 407-645-1639

About Michelle Ogden & Company LLC

Purpose Driven Financial Planning


My Name is Michelle Ogden; I am a CERTIFIED FINANCIAL PLANNER & a Certified Kingdom Advisor. I have a Fee-only Investment Firm in Winter Park focusing on Purpose-Driven Financial Planning. Our Mission is to Inspire, Equip & Empower our clients to manage their Time, Talent & Treasure in a manner that glorifies God! We provide Comprehensive Financial Advice For Individuals, Businesses, & Non-Profits. We provide unbiased financial advice working as a fiduciary to provide a service for our clients. We provide the following services: Investment Management, Tax Planning, Insurance Review, Planning for Education, Retirement, Estates, Cash Management, Retirement Plans, including SEP, SIMPLE, 401k, 403b, Profit Sharing, New Comparability Plans, ROTH, etc...


Products and Services

  • Financial Planning & Retirement Planning
  • Investment Management
  • Tax Planning

Opening Hours


By appointment only

Business categories

  • Financial Advisory Services
  • Asset Management

Location Type

Headquarters


Revenue

$275,000 - $300,000


Employees

2 to 4


Years In Business

19


Rating

Browse U.S. states for Financial Planning Consultants



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