Max Feller works with individuals and families to help them develop a financial plan and navigate important life events. He believes financial planning is most effective when it is collaborative, educational, and tailored to each client's unique goals and priorities.
Max enjoys helping clients understand their options and develop strategies that align with their stage of life and long-term objectives. Whether working with young professionals building wealth, individuals preparing for retirement, or families evaluating insurance needs, he focuses on providing thoughtful guidance and personalized support.
Areas of Focus
- Pre-Retirement Planning
- Insurance Planning
- Wealth Accumulation Strategies for Young Professionals
Professional Credentials
- FINRA Series 6, 7, 63, and 65 registrations
- Licensed health and life insurance agent in Ohio
Professional Involvement
- Graduate, Leadership Stark County
- Graduate, Leadership Tuscarawas
- Member, New Philadelphia Rotary Club
- Member, Tau Pi Phi Business Honor Society
Outside the Office
Max lives in Dover, Ohio, and enjoys hiking, exploring new cities, golfing, hunting, and spending time outdoors. He also enjoys traveling and discovering new experiences whenever possible.