Financial & Investment Services


Financial & Investment Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Peak Wealth Solutions
Peak Wealth Solutions
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30195 Chagrin Blvd.
Suite 360
Pepper Pike, OH 44124
Dave KocsisDave Kocsis
Work Phone: 216 370 7887216 370 7887
Member Since: 1993
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Accounting & Business Connection, Inc.
Accounting & Business Connection, Inc.
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P. O. Box 391343
Solon, OH 44139
Natalie Young LiberatoreNatalie Young Liberatore
Work Phone: (216) 310-2120(216) 310-2120
Member Since: 2005
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CBIZ MHM, LLC
CBIZ MHM, LLC
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6050 Oak Tree Blvd.
Independence, OH 44131
Dennis A. LindenDennis A. Linden
Work Phone: (216) 525-1093(216) 525-1093
Member Since: 2009
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Cetera Advisor Networks
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5900 Harper Road
Suite 111
Solon, OH 44139
Judith CaineJudith Caine
Work Phone: (440) 542-9399(440) 542-9399
Member Since: 2011
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Edward Jones Mark Kautzman
Edward Jones Mark Kautzman
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30575 Bainbridge Rd
Suite 160
Solon, OH 44139
Mark KautzmanMark Kautzman
Work Phone: (440) 248-6774(440) 248-6774
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Balanced Financial Concepts
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30505 Bainbridge Road, Suite 160
Solon, OH 44139
Gautam PaiGautam Pai
Work Phone: (440) 349-5110(440) 349-5110
Member Since: 2018
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Kennedy Financial
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6370 SOM Center Road
Suite 205
Solon, OH 44139
Shawn KennedyShawn Kennedy
Work Phone: (440) 498-0081(440) 498-0081
Member Since: 1999
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Redwood Financial Network Corporation
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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
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Corbets & Associates, CPA's
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33595 Bainbridge Road
Suite 205
Solon, OH 44139
David A. CorbetsDavid A. Corbets
Work Phone: (440) 349-0463(440) 349-0463
Member Since: 2020
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Marko Tax & Financial Services, LLC
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33595 Bainbridge Road
Suite 200C
Solon, OH 44139
Harry MarkoHarry Marko
Work Phone: (440) 439-3193(440) 439-3193
Member Since: 2021
Individual & Small Business Tax Preparation Services
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Symax Ltd.
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32333 Aurora Road, #300
Solon, OH 44139
Michelle TecilMichelle Tecil
Work Phone: (440) 519-3500(440) 519-3500
Member Since: 2011