Wealth & Business Planning Membership

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Toledo

(419) 276-1576
6904 Springvalley Drive
Suite 301
Holland, OH 43528

Schedule a meeting with Travis

Cincinnati

(859) 291-9879
201 E. Fifth Street
Suite 1900
Cincinnati, OH 45202

Schedule a meeting with Darren

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Investment advisory and financial planning services offered through Schmerge Executive Planning Services, Inc., a registered investment adviser. Wurz Financial Services and Schmerge Executive Planning Services, Inc. are separate entities.

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