Mortach Financial - Ohio Financial Services Company
Mortach Financial is a financial services company based in in Avon, Ohio, established by Dave Mortach in 2000. Mortach Financial's work centers on retirement-income planning for people evaluating ways to meet ongoing expenses after leaving the workforce.
The company presents fixed indexed annuities and life insurance as part of its product offerings, while tailoring discussions to each client’s stated concerns. It offers both remote meetings and in-person appointments. It is licensed in 49 states and Washington, D.C., with the exception of New York.
Dave Mortach also connects with audiences through his Retirement Wealth Planning radio program and appearances on local television. The company’s online media library includes segments from WKYC 3, FOX 8, and ABC 5, where he discusses retirement-related topics.
The firm supports community fundraising through the Travis Mills Foundation. It has also contributed to Coats for Kids. It operates from an office located at 3491 Napa Boulevard in Avon, Ohio.
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Mortach Financial3491 Napa Blvd
Avon, OH US