Welcome to Historic Granville, Ohio
          New England charm in the heart of Ohio

Moller and Associates

  • Finance/ Investments
  • Financial Planning
  • Investment
  • Insurance and Financial Planning
1925 Newark Granville Road
Granville, OH 43023
(740) 587-1592
(888) 313-3632
(740) 587-2832 (fax)
Hours:
Monday - Thursday 8:30 a.m. - 5 p.m.
Friday 8:30 a.m. - 4:30 p.m.
Please call ahead-hours may vary.

About Us

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, read more
  • About

    Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

  • Highlights

    • Retirement Income Strategies
    • Investment Management
    • Tax Planning Strategies
    • Women's Financial Strategies
    • Employee Stock Options
  • Media

  • News

    Release Date: April 04, 2018
  • Whom to Contact

    • Connie J. Davis, CRPC
      Financial Advisor
      Phone: (740) 587-1592
    • Rick Moller, CFP, MBA, ChFC, APMA
      Private Wealth Advisor
      Phone: (740) 587-1592
    • Amy Napier
      Paraplanner
      Phone: (740) 587-1592
    • Gerri Owen
      Office Manager
      Phone: (740) 587-1592