Voya Financial Advisors - Cincinnati / Dayton Office

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Voya Financial Advisors - Cincinnati / Dayton Office We assist people in numerous fields, including K-12 schools and higher education. (member SIPC).

We are a full-service financial advisor firm committed to helping people pursue their financial goals, including retirement, college savings and protection of assets. We have a great team of advisors that can help you:
Matthew Carter, CFP® , [email protected]
Kevin Evans, CRPC® , [email protected]
Zachary Carter, [email protected]
Glenn Alford, [email protected]

Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. Federal and state insurance and securities rules and regulations prohibit registered representative(s) and/or investment adviser representative(s) from soliciting, offering and selling any insurance or securities products or providing investment advice until they are properly registered and licensed in each state jurisdiction. The registered representative(s) and/or investment adviser representative(s) listed on this website are licensed and registered in the following states:
We are registered to sell Securities in CA,CO,CT,FL,GA,IL,IN,KY,MA,MI,MO,NC,ND,OH,OR,RI,VA,WV

2684278

10/26/2026

An employee stock ownership plan (ESOP) is a type of qualified defined contribution plan that you can use to help fund your employees' retirement. An ESOP can be a stock bonus plan, or a combination stock bonus plan and money purchase pension plan. ESOPs, and stock bonus plans generally, are unique....

10/24/2026

A Roth individual retirement account (IRA) is a personal savings plan that offers certain tax benefits to encourage retirement savings. Contributions to a Roth IRA are never tax deductible on your federal income tax return, which means that you can contribute only after-tax dollars. But amounts cont...

10/20/2026

Here are some things to consider when deciding between a fixed rate or adjustable mortgage.

10/19/2026

See key market data for the week ending July 10, 2026.

10/17/2026

To reduce your spending, you first need to know where your money goes.

10/13/2026

You may want to refinance if you can obtain a lower interest rate or lower your monthly payments.

10/12/2026

Some special mortgage programs allow you to purchase a home with no down payment.

10/10/2026

The latest issue of Market Week is available.

10/06/2026

A charitable lead trust is a trust with both charitable and noncharitable beneficiaries. It is called a lead trust because the charity is entitled to the lead (or first) interest in the trust property, and the noncharitable beneficiary receives the remainder (or second-in-line) interest. The operati...

10/05/2026

Retirement confidence slipped in 2026 for both workers and retirees.

Address

10100 Innovation Drive, Suite 120
Miamisburg, OH
45342

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

Telephone

+15136515224

Website

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