Which Financial Advisor Should You Choose in Wooster, OH?

Star Strategies is a veteran-owned financial advisory firm in Wooster, Ohio, specializing in retirement planning and wealth preservation. We help clients create customized strategies using insurance products and annuities to address interest rate risks, portfolio management, and estate planning needs. Our 5-Star Planning Process combines personalized discovery, strategic navigation, and lifelong support to build enduring retirement solutions.

My Prism Wealth provides comprehensive retirement planning services, specializing in income strategy development, tax minimization techniques, and insurance solutions for pre-retirees and retirees. Our firm focuses on creating personalized financial roadmaps that address Social Security optimization, asset allocation, and multi-generational wealth transfer. We combine advanced technology tools with personalized advisory services to help clients achieve financial confidence in retirement.