Schedule Appointment with S&D Capital Financial Advisors

Current Clients

Sign Paperwork (5 Minutes)

5 minutes

Current Clients Brent Shimman

In Person Meeting with Brent Shimman (Toledo Office)

1 hour

60 Minute Meeting (Zoom Meeting) (Brent Shimman)

1 hour

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

60 Minute Meeting (Phone Call) (Brent Shimman)

1 hour

30 Minute Meeting (Phone Call) (Brent Shimman)

30 minutes

30 Minute Meeting (Zoom Meeting) (Brent Shimman)

30 minutes

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

Current Clients Frank Dobnikar

In Person Meeting with Frank Dobnikar (Toledo Office)

1 hour

In Person Meeting with Frank Dobnikar (Cleveland Office)

1 hour

60 Minute Meeting (Phone Call) (Frank Dobnikar)

1 hour

60 Minute Meeting (Zoom Meeting) (Frank Dobnikar)

1 hour

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

30 Minute Meeting (Phone Call) (Frank Dobnikar)

30 minutes

30 Minute Meeting (Zoom Meeting) (Frank Dobnikar)

30 minutes

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

Current Clients Jason Repp

60 Minute Meeting (Phone Call) (Jason Repp)

1 hour

60 Minute Meeting (Zoom Meeting)(Jason Repp)

1 hour

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

In Person Meeting with Jason Repp (Findlay Office)

1 hour

In Person Meeting with Jason Repp (Clyde Office)

1 hour

In Person Meeting with Jason Repp (Toledo Office)

1 hour

30 Minute Meeting (Phone Call) (Jason Repp)

30 minutes

30 Minute Meeting (Zoom Meeting)(Jason Repp)

30 minutes

Zoom meeting for a complete review of current accounts. New clients may also use this for a review of existing investments held outside SDC

Prospect and Clients Group 2

30 Minute Meeting (Phone Call)

30 minutes

30 Minute Meeting (Zoom)

30 minutes

Prospects and Clients

15 Minute Meeting (Phone Call)

15 minutes

15-minute phone call for a brief update or an introduction to SDC

Prospects and Clients Group 3

45 Minute Meeting (Phone Call)

45 minutes

45 Minute Meeting (Zoom)

45 minutes

S&D Capital Financial Advisors

Loading...