Our Mission

Our commitment is to listen and work with intention to provide independent solutions that simplify and diversify our client’s lives.

 

Our Vision 

To be at the forefront of independent financial advice by our commitment to education, integrated technologies, and enhanced services.

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When you choose S&D Capital, we become invested in you because your success is our number one goal. So we begin by building a relationship of trust while we manage your risk. At every turn, we strive to give back to those we care about; to always share how important you are to us and to celebrate what we built because we built it together.

Simplify

To remove the noise, focus on the important, and stick to the basics

Diversify

Prudent financial planning requires risk management and a sound, flexible strategy

Commitment

Our obligation is our clients and their success, while maintaining integrity

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We are dedicated to providing exceptional service, delivering objective advice, and helping clients achieve their financial goals.

If you need help managing your financial future and want support and guidance from a dynamic team of independent financial professionals, let’s talk.

 

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SDC Office Locations

Toledo Office
2467 Woodville Road, Suite 3
Oregon, Ohio 43616

Phone: 419-693-9000
Fax: 866-824-9119

Directions

Cleveland Office
210 Bell Street, Suite 5-R
Chagrin Falls, Ohio 44022

Phone: 440-561-6800
Fax: 866-824-9119

Directions

 

Clyde Office
1076 West McPherson Highway, Suite 2
Clyde, Ohio 43410

Phone: 419-547-5500
Fax: 866-824-9119

Directions

Findlay Office
1995 Tiffin Avenue, Suite 305
Findlay, Ohio 45840

Phone: 419-424-5150
Fax: 866-824-9119

Directions