Michelle Ogden & Company LLC 157 E. New England Ave. #340 Category: Financial Planning Consultants
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Company representatives
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