Caring Professional Here to Help You Navigate Through
Retirement Planning &
Investment Strategies

We are
DeVerna & Co Financial

Your future is an investment.
Today is the best day to begin
investing in it.

Families all across northwest Ohio and southeast Michigan have turned to (and tuned in to) DeVerna & Co. to help them invest in themselves and in their futures. Investing, retirement planning, college planning, estate management—it doesn’t have to be a mindboggling project you keep avoiding. DeVerna & Co. has the knowledge and the concern for you and your family to help you make the right decisions. His “client first” philosophy will make you feel comfortable, heard, and taken care of.

We are
DeVerna & Co Financial

Your future is an investment.
Today is the best day to begin
investing in it.

Families all across northwest Ohio and southeast Michigan have turned to (and tuned in to) DeVerna & Co. to help them invest in themselves and in their futures. Investing, retirement planning, college planning, estate management—it doesn’t have to be a mindboggling project you keep avoiding. DeVerna & Co. has the knowledge and the concern for you and your family to help you make the right decisions. His “client first” philosophy will make you feel comfortable, heard, and taken care of.

“We put you first. It’s the environment you’ll only find working with an independent professional at DeVerna & Co.”

Dan DeVerna

How We Can Help

Retirement Planning*

In today’s environment of disappearing pensions and the uncertain future of Social Security, it’s important to have a qualified, trusted professional working in your best interests

Life Insurance

Life insurance is a basic need for most of us, yet determining what type and how much to buy is a very confusing choice. Term insurance or permanent coverage?

College Funding

There are several tax-advantaged savings vehicles available to help families in these uncertain times. Some options are 529 plans, educational savings accounts, Coverdell savings plans, uniform gifts to minors plans and even over-funded life insurance policies.

Investment Planning

We base our recommendations on independent research and suitability factors like your age, income, stage in life and long-term goals. We believe in treating each client as an individual, and not just another account number.

Click here to learn about more ways that we can help.