Project Description

David Wright
President, Wright Financial Group, LLC

LOCATION:
Toledo, Ohio

David M. Wright, CLU, ChFC, is a 30-year veteran in the financial services industry, working with families, individuals, and businesses in many different financial areas. He is Series 65-licensed and is an Investment Advisor Representative with Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm located in Ft. Lauderdale, FL. As a pre- and post-retirement advisor, he has helped hundreds of people maximize the utility of their money with non-stock market, income-generating financial products. David currently resides in Sylvania, Ohio with his wife, Marcia. He has 2 sons and 2 beautiful grandchildren, Olivia and Jacob. In his downtime, he enjoys singing at his church, playing golf, and relaxing with his family.

Wright Financial Group

Wright Financial Group, LLC is a full-service financial firm dedicated to helping individuals and families meet their immediate and long-term financial goals and objectives. We teach clients how to enjoy reliable portfolio growth through conservative investments. We also encourage our clients to make smart, sound choices with their personal fixed-income portfolios. At Wright Financial Group, LLC, we educate our clientele on making strategic retirement planning decisions and utilizing the essentials of wealth management tools. As a financial advisory firm, we carry with us a fiduciary responsibility to all of our clients, to always act and serve with their best interest in mind.

Disclaimer
Investment Advisory Services offered through Sound Income Strategies, LLC, an SEC Registered Investment Advisory Firm. Wright Financial Group and Sound Income Strategies, LLC are not associated entities. Wright Financial Group is a franchisee of the Retirement Income Store. The Retirement Income Store and Sound Income Strategies LLC are associated entities.

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