Our happiest days are helping a client save money or realize a dream.

We treat your finances as if they were our own. 

We are a team of financial experts coming together to offer you
a number of specialized services including….

INVESTMENT MANAGEMENT

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INCOME TAXES

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RETIREMENT PLANNING

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ESTATE PLANNING

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EDUCATION PLANNING

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BUSINESS PLANNING

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We’re just a phone call away.
330.519.4433

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