Ameriprise Financial Advisors

Inverness Investment Group is a financial services company based in Cleveland, OH, offering a comprehensive range of investment management and retirement planning solutions. With a team of experienced professionals, Inverness Investment Group provides personalized service and a holistic approach to help clients achieve their financial goals through tailored financial plans and asset management strategies.Generated from the website

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Strait Direction Wealth Management, LLC is owned and operated by a female African American financial advisor. Located in Lyndhurst Ohio where we provide investment services, retirement planning, financial coaching, financial planning and educational savings.I firmly believe that everyone should have access to sound financial information regardless of financial means. A person's views about money can be very personal. The way individuals were raised affects their attitudes about money, regardless of whether they had a little or a lot. We respect our client's views and their interests always come first. Individuals and their input to the planning process are valued and respected. We strive for excellence and integrity in our work and always look for the best way to help a client reach their financial goals. There is no "one size fits all" investment strategy. That is why each client has a personalized strategy for their goals and unique situations. We believe in a quality-oriented investments and long-term investment philosophy.I am passionate about working with individuals and communities that are often overlooked by large investment firms and banks. Also we love working with individuals who feel they do not have enough money to invest or have the ability to change their financial situation.One of the main reasons that I decided to start my own practice is because a lot of the people that needed my help the most didn't fit into the business model profile of the larger investment firms and banks. Many times these individuals have tried investing on their own and ended up losing money because they didn't have anyone to provide sound investment advice.We aspire to empower this and future generations to set out on their journey to financial security and peace of mind by growing our practice to add more diverse financial advisors to our practice. Also by maintaining high standards of excellence and integrity in business practices and client service.I personally invite you to connect with me on LinkedIn, Facebook or email me at rosie@straitdirection.com if you have additional questions or if I can help you on your journey to financial security and wellness.