Broker Check


Whether it's keeping up with retirement trends or discussing investment principals, our firm is dedicated to providing sound information to people who are concerned about their personal finances.  And along the way, we like to have some fun, too.  If you have $250,000 to invest are within the target audience (private group versus open to public) and any of the events below look interesting, please give us a call at (330) 605-2564.  We'll be happy to add you to our guest list.


March 1, 2018

11:00a - 1:00p

Mercy Hall at Mercy Medical Center

2018 Tax Law Reform Seminar

Recently, Congress passed the most sweeping tax reform that Americans have seen in decades. It will affect every American at every income level. The free seminar will include lunch and feature a panel discussion of tax and legal professionals who will present information pertinent to individuals and small and large businesses. There will be a question and answer session. This event is open to the general public. RSVP required by February 26, 2018 to event organizer.

Event Registration

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