NorthAvenue
Dec 22, 20231 min
Exciting News and Happy Holidays!
Congratulations to Chris! We are so excited to announce that Chris and his wife Jacci recently welcomed their first baby. Liliana...
NorthAvenue
Nov 20, 20235 min
Fraud Prevention & Schwab Document Delivery
Fraud Prevention In the past month we have had several clients experience fraud personally. These experiences were time consuming and...
NorthAvenue
May 22, 20232 min
NorthAvenue Supports Women in Central Ohio
On behalf of NorthAvenue Financial Advocates, we’re honored to share that our founder and CEO, Kristen Moosmiller, was recognized as the...
NorthAvenue
Mar 14, 20233 min
Introducing Flourish & An Update On Banking
We are excited to offer Flourish Cash to clients of NorthAvenue. This is an exclusive benefit that allows you to earn more on the cash...
NorthAvenue
Jan 13, 20233 min
Congress Passed Secure Act 2.0
We hope everyone had a great start into the New Year. Our team is gearing up for tax season, and will be in touch later this month with...
NorthAvenue
Dec 6, 20222 min
I Bonds Updated Rate
Back in May, we sent a newsletter out about I bonds. Their interest rate is tied to inflation, which has increased substantially post...