Mark C Faubel, Partner/Financial Advisor

12/01/2025

Merry Christmas and thank you all for trusting us this year!

Thank you to all of you who have trusted our team to lead your financial journey this year. We wish you a blessed holiday season and a MERRY CHRISTMAS!!

06/02/2025

Today, most financial firms (RIA's) will have the the following buzz words in their elevator speech: Fiduciary, holistic, comprehensive. Those are great qualities for a firm to possess and you will find these words on our website because they are true and we believe them to be a benefit to our clients.
However, we are different than most firms in that we also offer tax services including tax preparation, tax advice, and tax representation before the IRS. Another difference may surprise you, we do not have asset minimums to work with our firm. This difference is by design. We have been fortunate to grow our firm over the years by helping our friends, neighbors, and community and those people have appreciated our work enough to refer their family, friends, and neighbors. It may not be as glamorous as building a client base on the golf course or schmoozing at the country club, but helping ANYONE looking to improve their financial picture is rewarding. If you have questions call our office 614.948.0039, it's free most likely beneficial.

Call now to connect with business.

05/09/2025

Why do you have an old 401k just sitting with your former employer? Is anyone there working to help you achieve your financial goals, or would it make more sense to roll it over to Jericho Financial where we can actively work to improve your entire financial wellness? Calling our office and meeting with an advisor is free and without obligations. 614.948.0039

Call now to connect with business.

12/04/2024

Merry Christmas!!

06/07/2024

Westerville Area Chamber of Commerce golf outing 2024

12/08/2023

Merry Christmas from the Jericho Financial team!

11/29/2023

When it comes to charitable giving did you know that you can donate investments that you hold in a non-qualified account, receive the charitable deduction, and avoid the capital gains? Did you know that if you make a qualified charitable distribution from you IRA as part of your RMD the donated distribution is tax free? Have questions, let me know.