Christopher Yappel

Calfee Financial Advisors, located in Chagrin Falls, OH, specializes in comprehensive global financial planning tailored for high net worth entrepreneurs, business owners, families, and their successors. With over 30 years of experience, the firm is committed to understanding and aligning with the unique financial goals of their clients, emphasizing both growth and wealth protection. The firm also offers specialized compensation consulting for independent charter and Montessori schools, addressing the complexities and nuances of compensation negotiations for boards and organizational leaders. Their distinctive approach aims to create tailored compensation and benefits packages that foster harmony and support within these educational institutions. Generated from the website

Gregory Group Financial Services, nestled in the charming town of Chagrin Falls, OH, serves as a distinguished financial institution catering to a diverse clientele seeking tailored investment solutions and holistic wealth management strategies. Specializing in collaborating with financial advisors, institutions, and registered investment advisors (RIAs), they offer a wide range of investment products and advisory services to meet individual financial goals. By providing essential resources and cutting-edge technology platforms, Gregory Group Financial Services equips advisors with the tools necessary to deliver personalized financial guidance with precision and expertise. At the core of their mission lies a commitment to enhancing advisors' capabilities through meticulous compliance oversight, advanced practice management techniques, and efficient technology services. Gregory Group Financial Services stands out for its dedication to empowering advisors to navigate the intricate financial landscape independently while fostering meaningful client relationships. With a focus on efficiency, accuracy, and autonomy, they strive to elevate advisors' performance and effectiveness in delivering top-notch financial solutions to their clientele. Generated using this brand's available information

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.