Call us at 614-326-3077 or fill out our questionnaire to schedule a no-cost, no-obligation initial discussion to review your financial concerns and evaluate how our services can assist you. After submitting your information, a member of our team will contact you to schedule a consultation. Thank you for your interest in John E. Sestina and Company!
Frequently Asked Questions
Why do you need my info?
Just as a Doctor takes your blood pressure, this information helps our team know what questions to ask and identify areas we may may assist you.
Completing the qeustionnaire is the first step in organizing your financial life.
How Long Does it take?
On average, we have found the questionnaire takes about 45 minutes depending on the complexity of your financial plan.
Don't worry - you don't have to complete everything at once. You will be able to revisit and securely input your information over time.
What Info do you need?
We ask that you provide general information regarding your financial goals, background and basic financial information.
We do not ask for sensitive information such as your Social Security Number.