David A Gomersall CPA

Cornerstone Wealth Management, based in Westlake, Ohio, is a fee-only Registered Investment Advisor specializing in comprehensive financial and retirement planning along with investment management services. With a commitment to fiduciary responsibility, they work closely with clients across Northeast Ohio and beyond, coordinating with a team of trusted advisors to oversee all aspects of their financial lives. The firm offers a suite of services including wealth management, financial planning, and tailored business solutions for entrepreneurs. Their experienced team—comprised of CPAs and certified financial planners—focuses on aligning strategies to help clients achieve their financial goals and enhance their overall financial well-being. Generated from the website

Schultz Bertin & Co is a Cleveland-based CPA firm that specializes in providing superior tax and accounting services to a diverse client base. With a team of experts who stay up-to-date with the latest developments in tax, audit, and accounting regulations, they offer a comprehensive range of services including tax planning, industry-specific solutions, and business accounting. Whether your business is new or established, small or mid-sized, Schultz Bertin & Co is known for their exceptional service and personalized support. With a focus on tax compliance and planning, Schultz Bertin & Co goes beyond simply reducing tax liability and proactively recommends strategies to maximize after-tax income. They also offer assistance in resolving tax problems and provide expert guidance to individuals. With their dedication to staying current with tax laws and attending frequent tax seminars, Schultz Bertin & Co is committed to helping clients navigate the complexities of the ever-changing tax landscape.Generated from the website

Keystone Financial Planning Inc., based in Westlake, OH, specializes in building income streams to meet retirement needs while combating inflation through strategic investments in high-quality, financially strong companies. Committed to client education and support, the firm offers a range of resources aimed at enhancing financial literacy and informed decision-making. The team at Keystone Financial Planning focuses on a philosophy that promotes long-term growth through proven investment strategies, emphasizing the power of compounding returns and the importance of developing a resilient mindset towards market fluctuations. By fostering client relationships built on trust and referrals, they strive to guide families toward achieving their financial goals. Generated from the website