About Us

Sustar Financial Group has been assisting retirees with their wealth protection planning for over 34 years. Terry attended Tampa College in St Petersburg, Florida working on an accounting and business major. He started his career as a representative working exclusively with retirees, and moved into staff management shortly thereafter. Terry is a member of the National Society of Tax Professionals, and licensed with multiple states for Life, Health, and Long Term Care. He has passed exams for the Series 7 Securities license and the Series 66 Investment Advisor Representative registration. As President of DataView Tax Services, Inc., a family owned tax preparation firm in Wooster, Ohio with over twenty-three hundred clients, he has a unique perspective on how retirement plans and taxation work together.

Terry Sustar

Currently, Mr. Sustar is licensed in the states of Ohio and Florida, working with pre-retirees and retirees offering them comprehensive financial plans and helping them to make better decisions regarding their money. He sponsors local seminars educating retirees and pre-retirees on a variety of topics including: How to possibly reduce or eliminate taxation of Social Security benefits, IRA distribution planning, Tax Code changes, Long Term Care alternatives, and strategies providing the ability for income and savings to last a lifetime. His main objective is serving the wealth protection interests of retirees. Terry is well known for his professional experience and commitment to retirement and taxation planning.

Terry has been a Board Member of the Wayne County Pregnancy Care Center for over 12 years and a board member of Heartland Christian Center, his local church. He is also a Training Officer on the Wayne County Underwater Search and Rescue squad - a volunteer fire and rescue organization for his county.

Terry’s hobbies include scuba diving, hunting, and the martial arts. He is also a musician (keyboard) on his church worship team and has been one of the leaders of that team for over twenty-five years.

Jason Sustar

Jason Sustar originally started his career as a tax preparer over 13 years ago. Soon afterward he joined Sustar Financial Group to work with his dad, Terry Sustar, offering pre-retirees and retirees comprehensive financial plans and helping them to make better decisions regarding their money. Jason is licensed in Ohio for Life, Health, and Long Term Care. He has passed exams for the Series 7 Securities license and the Series 66 Investment Advisor Representative registration.

Jason was born, raised, and now resides in Wooster with his wife and their four children. He has been a Board Member of the Wayne County Pregnancy Care Center for over 3 years, and is also the athletic director at his local church, Heartland Christian Center, organizing and participating in the various sports activities. Some of his favorite hobbies are playing football, softball, basketball, and paintball. He loves attending his kids sporting events, and most importantly, relaxing and spending time with his family.

Call (330) 345-8635 or (800) 852-0313 to schedule a free one-hour consultation with Sustar Financial Group. Our company consistently finds many people have at least one significant problem in their financial affairs of which they weren’t aware.

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