TJ has been extremely helpful after my retirement with helping me rebalance and reinvest my 401(k) also extremely helpful solving a potential need for future long-term care. His investment knowledge is extremely impressive and his attention to detail is like no other. He was also extremely helpful with my deceased mother’s investments and extended care needs as well. I would recommend him to anyone. 

– Patty Clifford, Columbus, OH


“Working with TJ has been a pleasure. We have been working with him the last eight years and haven’t had the need to worry about our investments losing value. Safety and security are his primary objectives for us. Our long-term care needs have also been solved with an individual stand-alone long-term-care plan, if the need arises. We would recommend working with Mr. Fazzone to anyone.”

– Anacleto Galli, Columbus, OH


“TJ Fazzone has been our insurance agent and financial consultant for approximately 10 years and has done a great job. When my wife passed away, his services relating to changes needed to our insurance and investments were invaluable. He has my complete trust.”

William Nightingale, Upper Arlington, OH


“I have known TJ for over 25 years. During that time, he helped my late partner set up a long-term-care insurance plan and, when it became necessary, he helped us implement it. I was impressed by his efficiency, care and concern. Since then, TJ has become my financial advisor and insurance counselor. He is attentive to my needs and has made useful suggestions to make my financial future secure. I also considered him to be a good friend.”

– Robert Feiertag, Clintonville, OH


“Tim Fazzone has been an incredible help to me in organizing my finances and navigating my strategic planning. He presented me with an array of opportunities that strengthened my portfolio that will result in security for myself as well as my children as beneficiaries. He is a caring professional, who thoroughly understands the parameters of his business, not only intellectually, but as a gentleman of kindness complimented with an innate capability  to always keep the best interests of his client in focus.I sincerely mean this with a main emphasis on trust. 

Tim Fazzone’s knowledge bank coupled with multiple capabilities enhanced by productive decades of astute service in his field resulting in beneficial and positive results can be proven by his loyalty and supreme sense of fairness.I would highly recommend the services of this professional to anyone who is cognizant of the fact that financial security is a crucial variable for a secure future. I am proud to claim him as my financial advisor. “

– Davan James Dodrill