At-a-glance
Overview
Personalized Advice: They help you to clarify and define your personal goals for the future and using the Retirement Journey process then implement personalized investment strategies to help you achieve retirement success.
Financial Education: Help guide and educate clients - beginning with financial educational seminars and continuing with in-person meetings and regular portfolio reviews.
Business Details
- Location of This Business
- 30195 Chagrin Blvd Ste 360, Pepper Pike, OH 44124-5719
- BBB File Opened:
- 11/17/1999
- Years in Business:
- 26
- Business Started:
- 9/1/1997
- Date of New Ownership:
- 11/14/2016
- Business Incorporated:
- 6/2/2000
- Accredited Since:
- 5/14/2002
- Licensing Information:
- This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.BBB records show a license number of CRD127391 for this business, issued by Financial Industry Regulatory Authority (FINRA). The expiration date of this license is 12/31/2025.
These agencies may include:
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
BBB records show a license number of NPN -17765122 / ODI -1085842 for this business, issued by Ohio Department of InsuranceThese agencies may include:
Ohio Department of Insurance
50 W. Town Street; Third Floor - Suite 300
Columbus OH 43215
Fax: (614) 6443743
- Type of Entity:
- Corporation
- Business Management
- Mr. Greg Gromek, Owner/Partner
- Mr. Dave Kocsis, Owner/Partner
- Contact Information
Principal
- Mr. Greg Gromek, Owner/Partner
Customer Contact
- Mr. Dave Kocsis, Owner/Partner
- Additional Contact Information
Fax Numbers
- (216) 292-7865Primary Fax
Email Addresses
- Customer Service
- (216) 292-7865
Customer Complaints
0 Customer Complaints
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