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Nick Schmitt ChFC
Financial Consultant
200 Main St.
Coshocton, Ohio 43812
740-622-8311
740-623-2492 Fax |
Nick Schmitt has been in the financial services
industry in the State of Ohio since 1995. Nick joined
Ohio Heritage in 2001. Ohio Heritage Financial Services
can offer our clients access to full service brokerage
and a variety of insurance products as well. Comprehensive.
Confidential. Personal.
Nick Schmitt - Professional Designation Chartered
Financial Consultant ChFC. Earned through enrollment
and completion of coursework The American College
Bryn Mawr, Pa.
Nick Schmitt - Securities Registration* Insurance
Licenses*
Series 7 Securities Registration
Series 66 Securities Registration
Series 63 Securities Registration |
Life Insurance
Annuity/Variable Annuity
Disability/Accident |
Health/GroupHealth/ HIC
*Through Infinex Investments, Inc.
Ohio Heritage Financial Services – Products & Services Available
| Retirement Planning |
Retirement Distribution |
401k Rollover |
| Full Service Brokerage |
Stocks |
Brokered CD's |
| Traditional IRA |
SEP – IRA |
401k Plans |
| Simple IRA |
Life Insurance |
Agencies |
| Roth IRA |
Municipal Bondss |
Group Health |
| Business Succession |
Annuities |
403b |
| Money Market Mutual Funds |
Long Term Care Insurance |
Pension Lump Sum |
| Health Insurance |
College Funding |
Advisory Account |
| Notes |
Bonds |
Mutual Funds |
| Variable Annuities |
Disability |
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Individual Health Insurance and
Group Benefits are available through Ohio Heritage
Financial Services.
Ohio Heritage Financial Services takes the time
to make sure you understand all your options and
all the costs. Ohio Heritage Financial Services
has the research tools and software to give you
a technological advantage in becoming informed about
your decisions.
Ohio Heritage Financial Services is committed to being a value added service.
Call 740-622-8311 to make an appointment today.
Investment and Insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA http://www.finra.org/ and SIPC http://www.sipc.org. Certain other insurance products are offered through Ohio Heritage Bank, a licensed insurance agency. Ohio Heritage Financial Services is a trade name of the bank. Infinex and the bank are not affiliated. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk , including the possible loss of value.
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