6200 Rockside Road
We’re here for you, offering advice and support throughout life’s milestones.
A Personalized Approach
No one strategy fits everyone, which is why we give you our undivided attention.
Committed to You
We seek to serve as your trusted advisor, guiding you through life’s milestones.
We're here for your business. Our benefits group team specializes in employee benefits, compliance, HR, & technology.
As an independent, single-source financial services firm, we believe in uncompromising loyalty and personal service to our clients ...since 1969.
We're your partner in planning. We'll help make a financial road map to guide you toward your long-term financial goals.
Learn about how our organization is formed to provide better opportunities and choices for financial professionals.
Find out about our specialties, how we help our clients, who we are in our community, and our history.