Aaron Stark is a professional financial advisor who is serious about helping his clients with…read moreretirement planning, 401K's, IRA's and other investment needs. He is also a family man, and community service advocate serving on chamber of commerce and other boards as president of the Holland-Springfield Ohio Rotary, the Board of the Holland-Springfield Chamber of Commerce and volunteering in the Springfield Local Schools system as a student mentor!

From the owner: Who we serve: We help a select group of families manage…read moretheir financial assets, so they can focus on areas of their life that give them joy, meaning and purpose. My practice includes corporate executives, entrepreneurs, business professionals and pre/post-retirees who have all accumulated assets yet need help in developing a strategy to enjoy a comfortable retirement, approach a major life transition with confidence or leave a lasting legacy to serve future generations. Our Philosophy: A one-size-fits-all approach may be fine for some investors, but we believe investments and advice should be tailored to your needs and not generically based on guidelines for someone your age or at your stage in life. Strategies are created through a collaborative approach and by partnering with our clients. All clients in the branch will be taken through a process to assess and educate on a wide array of topics including: - Retirement and Income Planning - Estate Strategies - Debt Management - Risk Assessment (What-if scenarios) - Charitable Giving - Education Planning Why me? I take pride in trying to provide my clients with the best service available. This has led me to earn the professional certifications of CFP®, CPWA®, CEPA®, AAMS™ and CRPS™. I use the knowledge I have acquired from these courses to have comprehensive conversations with clients regarding subjects they are unlikely to have reviewed previously.

Pat is an amazing financial advisor and a consummate professional. Pat helped my husband and I work…read morethrough his retirement plans at a new job. He thoroughly researched our options and explained them to me in an easily digestible way. One of the best things about Pat is how trusting he is. From my experience working with Financial Advisors, I know Pat will always act 100% in his clients' best interest. He is a wonderful listener and makes sure his clients are well taken care of.

I called the day before and got an evening appt for the next day (which was nice since we had…read moreprocrastinated). Our taxes are kinda complicated but our preparer Nate took it all in stride and was super nice about it. In fact, he even pointed out that some investments I have weren't doing so well and that the return should be higher since the market has rebounded (being a financial idiot has it's drawbacks so it's always nice to hear a professional's opinion). At the end of the appt, when I asked about fees Nate told me that they do active duty military taxes for free. Apparently all Liberty Taxes are supposed to do it, but not everyone "volunteers" that info. What a nice surprise. I definitely recommend this place.

I have been doing my taxes at Liberty for the past 9 years. They are always so nice and my refund…read morecomes fast!