News And Updates

Representatives at Telhio Investment Services Can Help Business Owners With Their Needs.

 

Regardless of the size of your business, we can help you with your investment, insurance and planning needs.  From 401 (k) plans to Key Person life insurance policies, we have you covered.  Call (614) 221-3233 option 6, option 2 today to get a no obligation review of how we can help.

 

Some of the services we provide though our broker-dealer, CFS, are:

  • 401 (k) review, takeover and start-up.
  • Small business retirement planning.
  • Solo 401 (k) plans.
  • SEP plans.
  • Money Purchase plans.
  • Profit Sharing plans.
  • 403 (b) plans.
  • Key Person life insurance policies.
  • Health Insurance.
  • Buy/Sell Agreement life policies.
  • Investment review.
  • Personal account review.