Allison  Szkody,  CFP<sup>&reg;</sup> - Financial Advisor

Allison Szkody, CFP®

Financial Planner

8145 N Main St
Dayton, OH 45415-1703
FINANCIAL ADVISOR'S WEBSITE
(937) 898-5430

General

Allison Szkody is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Dayton, OH and the surrounding communities.

Financial Advisor Overview

Gudorf Financial Group provides independent, fee-only financial planning advice to individuals over 50 and their families. Clients get access to our comprehensive financial planning, tax planning, investment planning, and estate planning services, to help attain – and maintain – their wealth in retirement.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Ohio
  • Health/disability insurance: Ohio

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Retirement, Life Planning, Long-term Care

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Helpful Financial Planning Resources