Maureen O'hara-Ganz is a registered investment advisor at R & M Consultants, LTD., based in Mansfield, OH, with 25 years of industry experience. Maureen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
R&M Consultants co-advises with Pinnacle Advisors. Pinnacle manages investments, and R&M provides expertise and input. R&M does not charge separate fees; they receive a portion of Pinnacle's fees. For fee information, refer to Pinnacle's brochure.
Location
400 Lexington Ave., Mansfield, OH, 44907
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Maureen is a partner at Robert Lehew & Associates, Inc. providing CPA/accounting services since 1984, which takes nearly full-time. She also owns Ganz Farms Percherons, raising, training, and showing horses since 2004, taking about 80% of her time.
Employment History
Current Registrations
R & M Consultants, LTD.
Previous Registrations
Creative Financial Designs, INC.
Investment Advisors
R&m Consulting, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.