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Carnegie Investment Counsel Owner verified
1701 Woodlands Drive Suite 200 Maumee, OH, 43537Last time updated: 3/21/25, 7:43 PM
About
As a Registered Investment Adviser (RIA), we specialize in delivering personalized financial guidance that empowers you to preserve and grow your wealth, freeing you to focus on what truly matters. We are fiduciaries, meaning your financial success is our sole priority. We tailor every strategy to your unique goals, actively monitoring and adapting to optimize your portfolio's performance. At Carnegie, you won't encounter hidden fees, commissioned sales, or products that serve anyone but you. Our fee-only model ensures transparency and trust, aligning your success with ours.
Extra info
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Shams Afzal, Carnegie Investment Counsel Managing Director, Toledo
Chris Henry, Portfolio Manager at Carnegie Investment Counsel
Brittany Blazey, Office Manager/Relationship Manager at Carnegie Investment Counsel
Brandi Casey, Senior Portfolio Administrator
Frequently Asked Questions
What associations does Carnegie Investment Counsel have?
Accredited Investment Fiduciary (AIF), Investment Adviser Association (IAA), Certified Financial Planner (CFP).
Which days is Carnegie Investment Counsel open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Carnegie Investment Counsel specialties?
Customized Portfolio Management.
What are Carnegie Investment Counsel main services?
Investment Management, Wealth Management, Financial Planning, Employee Financial Wellness Education, Corporate Retirement Planning.
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