CONNECT

Address:

2307 E Aurora Rd, Suite B-13
Twinsburg, OH 44087-1958

Phone:

(888) 215-2957 (Toll Free),Cleveland East (Twinsburg Office): (440) 287-7600

What Makes Us Different

TeamOur people and processes make the difference. Our professionals are trained to clearly understand and document your expectations, and develop client servicing programs accordingly. We operate under a Franklin Covey operating system (4DX) that facilitates continuous improvement through accountability and goal setting. Our custom built CRM tracks all of our client actions and responsibilities throughout the year. In addition to keeping us on track internally, these are then used to produce an annual Stewardship Report to assure we are meeting your needs. Our model of continuously understanding/documenting/validating our responsibilities assures that there are no gaps between your expectations and our deliverables. The result is a less stressed (and more structured) environment where forward facing strategic discussions are able to flourish. 

We live and breathe our objective of managing the "blocking and tackling" to enable your teams to think and act more strategically.

 

 

Employer Sponsored Benefits

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck