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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  
     

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.