Directory for financial advisors and representatives

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Showing 17 advisor(s) and rep(s)

Adam Brindza

CFP®, CLU®, ChFC®, CASL®, RICP®

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Expertise: Retirement Income Planning, Disability Income Planning, Education Funding, Investment Strategies, Life Insurance Planning, Long Term Care Planning

Languages: English

Location: Beachwood OH, 44122

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Devin CammonVisit my website

Languages: English

Location: Cleveland OH, 44113

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Emanuel Coleman

RICP®

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Expertise: Financial Planning, Retirement Planning

Languages: English

Location: Beachwood OH, 44122

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James GrableVisit my website

Expertise: Financial Planning, Life Insurance Planning, Retirement Planning, Disability Income Planning

Languages: English

Location: Cleveland OH, 44113

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Sarah Hite

MBA

My approach to financial service is rooted in empathy, education, and ethical strategies. I believe financial well-being should be accessible to everyone, I'm dedicated to offering personalized services that align with your values and goals. I aim to empower my clients by helping them understand their financial options and make informed decisions that benefit their lives and the larger community.Visit my website

Expertise: Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Retirement Planning, Financial Planning, Business Risk Management

Languages: English

Location: Beachwood OH, 44122

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Jamie Houston

CFP®, ChFC®, CLU®, CLTC®

Back in her hometown of Cleveland OH, Jamie Houston lived in Las Vegas from 2005 through 2020, and launched her business with NM there in early 2013. A graduate of Cornell University, Jamie specializes in working with female attorneys, executives, and business owners, and young families, and people entering and living in retirement. She inspires financial confidence through meaningful planning.Visit my website

Expertise: Financial Planning, Retirement Planning, Life Insurance Planning, Investment Strategies, Disability Income Planning, Education Funding, Long Term Care Planning

Languages: English, Spanish

Location: Beachwood OH, 44122

FINRA BrokerCheck

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