Masterpiece Financial Services

Welcome to Masterpiece Financial Services, a fee-based financial planning, tax preparation, and investment advisory firm headquartered in Maumee, OH. Our mission is to earn the trust of each client through open and clear communication, objective advice, hard work and a genuine concern for the overall financial well-being of each client. We believe strong relationships are built on honest communications, transparent processes, deep expertise, and a long-term commitment to clients’ success. Values: Heart – our practice is about the dreams and aspirations of our clients Integrity – our world is about money management which embodies reliability, strong moral principles and the quality of being honest and forthright Excellence – we must constantly measure how to get better; to build, refine and enhance our value proposition Respect – We pride ourselves on effective communication with a willingness to receive feedback with an open mind Commitment –We are solution-driven by working hard and smart; a trait of sincere and steadfast fixity of purpose Securities offered through J.W. Cole Financial, Inc.(JWC) Member FINRA/SIPC and Advisory services offered through J.W. Cole Advisors, Inc.(JWCA) J.W. Cole Financial, Inc. and Masterpiece Financial Services are unaffiliated entities. Advisors must be properly registered in the state where you live in order to conduct securities related business with you. A response to your request for information might be delayed in order to assure our compliance with this regulation. No information provided on this site is intended as a solicitation to buy or sell any security. The investments and services mentioned may not be available in every state. No security will be offered or sold to any person, in any state in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. All information is based on material believed to be true but not guaranteed and is subject to change. Additionally, the Advisor does not verify the content of and is not responsible for the opinions of any other users’ posts on their social media site, all opinions are those of the Advisor and do not necessarily reflect those of JWC/JWCA.