CONNECT

Address:

5885 Landerbrook Dr.
Suite 304
Mayfield Heights, OH 44124

Phone:

440.446.1000

Fax/Other:

440.446.0141

Services Offered:

Asset Management and  Investment Strategies

  • Fee-based Investment Programs
  • Customized Investment Portfolios
  • Mutual Funds
  • Stocks
  • Bonds
  • CDs
  • ETF's
  • Closed End Funds
  • Options
  • Syndicate Offerings

Individual Retirement Plans

  • ROTH and Traditional IRA's
  • Beneficiary IRA's
  • Spousal IRA's
  • Stretch IRA's
  • College 529 Plans

Corporate Plans and Services

  • 401(k)
  • ROTH 401(k)
  • 403(b) Plans
  • Profit-Sharing & Defined-Benefit Plans
  • Company-Sponsored
  • College 529 Plans
  • Business Succession

Financial Planning

  • Goal-Based Planning for Retirement
  • Education
  • Insurance
  • Stock Options
  • Trust and Estates
  • Liability Management  

Annuities

  • Policy Reviews
  • Tax-Deferred Growth
  • Death Benefits
  • Market Participation
  • Long-Term Care Provisions
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck