Rick Little is dedicated to providing integrated wealth management strategies to help clients work towards important financial goals. He builds every client relationship by listening and letting the client’s needs form the basis for the financial strategies he can offer.
Rick has over 20 years’ experience as a Financial Consultant, and holds a B.S. in Business Administration from Ohio State University, as well as a Life Underwriting Training Council Fellowship designation.
Rick Little works with a team of highly skilledindividuals at Community Investment Services toprovide financial services that include:
- Retirement Planning
- Estate Planning
- College Funding
- Investment Planning
- Insurance Services
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit