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COFS Wealth Management
Jim Hesseling
740-947-7711
jhesseling@infinexgroup.com
Welcome
Managing money has become increasingly complex.  You know you'll have to make some very careful decisions to assure your future will be financially secure.  To make these decisions wisely, you will need to understand all the financial options available and how to integrate various elements into a cohesive individualized plan.

At Central Ohio Financial Services located at The First National Bank of Waverly, you can obtain the professional advice of our Infinex Financial Advisor, Jim Hesseling.  You can count on the highest level of service and customized practical investments options.  There is no hard sell, no pressure. Our only goal is to create a strategy and package of investment products that deliver the results you want. 

http://brokercheck.finra.org/
Education and Licenses
*B.B.A. Tiffin University
*Series 7
*Series 63
*Series 66
*Ohio Life and Health
Services

Investment products and services available to you through Infinex include:

Stocks
Common and preferred equity issues of publicly traded companies

Bonds
U.S. Treasury, tax-free municipal, corporate and convertible bonds

Mutual Funds
Over 4,000 different mutual funds from the leading fund families

Annuities
Both fixed and variable annuities from various issuers

Individual Retirement Accounts
Traditional and Roth

529 College Savings Plans
An innovative college savings plan that offers tax-free growth on contributions to higher education expenses

401(k) Rollover/ IRA Rollover Services
Facilitate the rollover of 401(k), 403(b) and other employer sponsored retirement plans

Fee Based Money Management Programs
As a part of a comprehensive financial plan, fee-based money management programs utilize various asset allocation strategies which serve to complement short term planning approaches.

Financial Planning
Whether you're planning for your retirement, saving for a child's education or need to develop an estate plan we can help.

We offer access to customized financial planning services. Among these planning services are:

  • Retirement Planning
  • Estate Planning
  • Education Planning
Newsletters
  • Mergers & Acquisitions: What's in the Deal for Investors?
    Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals
  • How Does the Federal Reserve Affect the Economy?
    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed held interest rates," or "market watchers are wondering
  • How to Recover from a Mid-Life Financial Crisis
    A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too
  • What is a college income-share agreement?
    A college income-share agreement, or ISA, is a contract between a student and a college where a student receives education funding from the college today in exchange for
  • How much money should a family borrow for college?
    There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much is too much? One
    
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 Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC.

Member FINRA/SIPC.  Central Ohio Financial Services is a subsidiary of The First National Bank of Waverly, Infinex is not affiliated with either entity.  Products and services are 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.  The products are subject to investment risk including the possible loss of value.
NOT FDIC-INSURED. NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY. NOT GUARANTEED BY THE BANK.  MAY GO DOWN IN VALUE.



This communication is strictly intended for individuals residing in the state(s) of FL, IA, OH and SC. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.