Financial & Investment Services


Financial & Investment Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Planned Financial Services
Planned Financial Services
_
7000 Fitzwater Road
Cleveland, OH 44141
Michelle VelottaMichelle Velotta
Work Phone: (440) 740-0130(440) 740-0130
Member Since: 2016
FacebookTwitterLinkedInYouTube
Learn More | Visit Site | View on Google Maps
Peak Wealth Solutions
Peak Wealth Solutions
_
29225 Chagrin Boulevard
Pepper Pike, OH 44122
William RussoWilliam Russo
Work Phone: 216 370 7887216 370 7887
Member Since: 1993
FacebookTwitterLinkedIn
Learn More | Visit Site | View on Google Maps
CBIZ MHM, LLC
CBIZ MHM, LLC
_
6050 Oak Tree Blvd.
Independence, OH 44131
Dennis A. LindenDennis A. Linden
Work Phone: (216) 525-1093(216) 525-1093
Member Since: 2009
FacebookTwitterLinkedInYouTube
Learn More | Visit Site
Newman & Company CPAs
_
1801 E. 9th St.
Cleveland, OH 44114
Karen TempleKaren Temple
Work Phone: (216) 781-6106(216) 781-6106
Member Since: 2017
Visit Site
Redwood Financial Network Corporation
_
30285 Bruce Industrial Parkway, Suite A
Solon, OH 44139
William J. Gordon IIIWilliam J. Gordon III
Work Phone: (440) 287-5020(440) 287-5020
Member Since: 2007
Visit Site
Prosperity Financial Design
_
40 Heather Court
Chagrin Falls, OH 44022
Cullen Fischel, CFP®Cullen Fischel, CFP®
Work Phone: (216) 223-8302(216) 223-8302
Member Since: 2020
Cullen Fischel is a fee-only and fiduciary Certified Financial Planner® professional located in the greater Cleveland, Ohio area who loves ultralight backpacking and spending time with his young family. His love of family and of nature formed the foundat
FacebookTwitterLinkedIn
Visit Site
Balanced Financial Concepts
_
30505 Bainbridge Road, Suite 160
Solon, OH 44139
Gautam PaiGautam Pai
Work Phone: (440) 349-5110(440) 349-5110
Member Since: 2018
Visit Site
Corrigan Krause CPAs
_
6190 Cochran Road
Solon, OH 44139
Jody RaiderJody Raider
Work Phone: (440) 505-5039(440) 505-5039
Member Since: 1993
Visit Site
Accounting & Business Connection, Inc.
_
P. O. Box 391343
Solon, OH 44139
Natalie Young LiberatoreNatalie Young Liberatore
Work Phone: (216) 310-2120(216) 310-2120
Member Since: 2005
Edward Jones Mark Kautzman
_
30575 Bainbridge Rd
Solon, OH 44139
Mark KautzmanMark Kautzman
Work Phone: (440) 248-6774(440) 248-6774
Member Since: 2019
LinkedIn
Visit Site
Kennedy Financial
_
6370 SOM Center Road
Solon, OH 44139
Shawn KennedyShawn Kennedy
Work Phone: (440) 498-0081(440) 498-0081
Member Since: 1999
Visit Site
Garvin Goldman & Associates, Inc
_
33355 Station Street
SOLON, OH 44139
Barry GarvinBarry Garvin
Work Phone: (216) 536-3222(216) 536-3222
Member Since: 2019
Visit Site
Ciuni & Panichi, Inc.
_
25201 Chagrin Blvd.
Beachwood, OH 44122
Cath LawyerCath Lawyer
Work Phone: (216) 831-7171(216) 831-7171
Member Since: 2005
Visit Site
BDO
_
32125 Solon Road
Solon, OH 44139
Kim ZagarKim Zagar
Work Phone: (440) 248-8787(440) 248-8787
Member Since: 1989
Visit Site
KeyBank
_
33275 Aurora Rd
Solon, OH 44139
Laura MaloneLaura Malone
Work Phone: (440) 337-4056(440) 337-4056
Member Since: 2019
Visit Site
Symax Ltd.
_
32333 Aurora Road, #300
Solon, OH 44139
Michelle TecilMichelle Tecil
Work Phone: (440) 519-3500(440) 519-3500
Member Since: 2011
Corbets & Associates, CPA's
_
33595 Bainbridge Road
Solon, OH 44139
David A. CorbetsDavid A. Corbets
Work Phone: (440) 349-0463(440) 349-0463
Member Since: 2020
Visit Site
Prosperity N. E. O.
_
6240 SOM Center Road
Solon, OH 44139
Judith CaineJudith Caine
Work Phone: (440) 542-9399(440) 542-9399
Member Since: 2011
FacebookTwitterLinkedIn
Visit Site
National Enterprise Systems
_
29125 Solon Road
Solon, OH 44139
Jeff PollakJeff Pollak
Work Phone: (440) 542-1360(440) 542-1360
Member Since: 2003
Visit Site