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Let Us Know How We Are Doing:

We have developed a network of valued and qualified professionals to team up with when our client’s needs go beyond our scope. We understand that financial concerns can be overwhelming and stressful. Our customized process can provide you with confidence knowing that your financial future is in good, honest hands.

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We're always searching for clients like you. Your endorsement will help us showcase our services to those who would find them valuable.


If you choose to leave a review, we kindly ask you to abide by the compliance standards below:

  • Provide honest information that showcases comfort and satisfaction with our financial advising services

  • Include the use of language that discuss our expertise, engagement, and responsiveness in corresponding with client concerns

  • Avoid any comment that involves promissory statements or discussion of specific financial advice (promissory statements or rates of returns on investments as returns are products of each client’s personal factors)

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3750 Park East Drive, Suite 200

Beachwood, OH 44122



216-288-3050 (Cell)

440-991-1134 (Text)

440-991-1134 (Direct & Fax)


866-553-9882 (Office)

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