A complete list of active advisors currently associated with George Financial Services
Warmer can help you find a great advisor at George Financial Services or one who fits your needs even better.
George Financial Services provides investment advisory and financial planning to individual clients (including high‑net‑worth individuals) and pension/employee benefit plans, managing roughly $20 million across its client base. Services described in the brochure include ongoing discretionary portfolio management, pension consulting, financial planning, and hourly digital‑asset/crypto consulting. The firm describes a core‑satellite investment approach, documents client objectives and risk tolerances in an Investment Policy Statement, and conducts at least annual reviews of accounts. It uses a mix of mutual funds, ETFs, fixed income, individual equities, commodities and digital assets and may implement options strategies — including covered calls, cash‑secured puts and defined‑risk spreads — where appropriate. Noteworthy features compared with many peers include an affiliation with insurance activities (firm principals are licensed insurance agents and one operates an insurance agency, a potential conflict the firm discloses) and access to educational events and practice‑management resources through its custodian relationships. The brochure also records a recent change adding options trading to the firm’s stated strategies and highlights that the firm offers digital asset consulting, services that are less common among similarly sized supported advisers.
To learn more about the advisors currently working at George Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Canton, OH
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")