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    Retirement Planning Kit
    Get instant access to our Retirement Kit which includes three separate guides that address several topics you should consider when planning your retirement.

  • B.A. Schrock Financial Group offers a holistic approach to retirement planning, using a variety of investment and insurance products.

    We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

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    Meet Our Firm

    B.A. Schrock Financial Group works with friends and neighbors throughout Ohio to help them work towards their financial goals.

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    What We Do

    Our financial strategies and asset management services use insurance products, such as annuities, and a variety of investment products to help you work towards your financial goals.

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    Upcoming Events

    View our calendar of upcoming seminars. We invite all clients, referrals and visitors to attend our events.

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    At B.A. Schrock Financial Group, helping you pursue your financial needs is our FIRST priority

    We’re happy to meet with you whenever is most convenient for you. Contact us at info@baschrock-fg.com or call us at 330-473-1060 to schedule a time to discuss your financial situation and the potential role of insurance and investments in your financial strategy.

    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered through AE Wealth Management, LLC, an SEC Registered Investment Adviser.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.