About
Overview
Century Wealth Partners, LLC
27865 Clemens Rd Ste 4
Westlake, OH 44145-1185
BBB Accredited Since: 9/24/2019
Years in Business: 6
BBB Accreditation & Rating
About This Business
This firm specializes in developing sound retirement strategies. As a fiduciary fee-only firm, they provide advice, tailored solutions, and a financial road map for clients.
Products and Services
Brokerage Accounts * IRA's * Solo 401k * Exchange Traded Funds * Mutual Funds * Money Market Funds * Government/Agency Securities * Common Stock * Bonds * Certificate's of Deposit
Financial Planning
Retirement planning * Social Security planning * Tax savings strategies * Employer retirement plan review - 401(k), 403(b), 457, TSP, OPERS, Pensions * College planning * Estate Plan review (Wills, Trusts, DPOA, etc) * Healthcare planning * Money Purchasing Plans * Defined Benefit "Pension Plan" guidance * Profit Sharing Plans
Insurance (Analysis)
Disability Income Insurance * Life Insurance * Long-Term-Care Insurance * Medicare * Medicaid
Photos and Videos
Business Details
- Local BBB:
- BBB Serving Greater Cleveland
- BBB File Opened:
- 9/12/2019
- Business Started:
- 1/1/2019
- Business Incorporated:
- 6/13/2019
- Type of Entity:
- Limited Liability Company (LLC)
- Business Management:
- Mr. Erik Harpsoe, Managing Partner
Additional Contact Information
- Principal Contacts
- Mr. Erik Harpsoe, Managing Partner
- Customer Contacts
- Mr. Erik Harpsoe, Managing Partner
- Mr. Brian Fowles, Managing Partner
- Fax numbers
- Primary Fax: (440) 359-6570
- Additional Email Addresses
- Primary: Email this Business
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 CRD#: 2925717 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
BBB records show a license number of CRD#2575524 for this business, issued by Financial Industry Regulatory Authority (FINRA)
Financial Industry Regulatory Authority (FINRA)
1700 K Street NW
Washington DC 20006
Additional Information
- Other Resources
- Ohio Department of Commerce / Division of Financial Institutions
77 South High Street, 21st Floor
Columbus OH 43215
Phone Number: (614) 728-8400
Fax Number: 614-728-0380
http://www.com.ohio.gov/fiin
[email protected] - Business Categories
- Financial Consultants, Financial Planning Consultants
More Resources
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