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Financial Advisor   

$17MM AUM | $150,000 GDC in Beachwood, OH

Member Level
Premier
Last Activity
6 months or more

Business Mix:

30% Comm
70% Fee

General

Location
Beachwood, OH, US
12 Month Gross Revenue
$150,000
Number of Accounts
94
Avg Client Age
50

Overview

With over 31 yrs of industry experience, I am dedicated to providing clients with the finest, individually tailored approach to financial and investment strategies. Active in the community and on several boards, I run a very comprehensive practice, encompassing all aspects of financial needs, including life, long term insurance and some commercial banking needs. My passion is to become a trusted resource of guidance and caring for my clients, helping them achieve the important goals they have set for themselves and their loved ones.

 

Has Office Space to Share in Beachwood, OH

Looking for advisors to fill open office space. All expenses included.

Contact to discuss details
 
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