Fifth Third Preferred - Susanne Swanson

I am life long Clevelander. I enjoy spending time with my family and golfing.

EmVision Capital Advisors, located in Aurora, OH, is a comprehensive wealth management practice dedicated to empowering clients to plan for their desired futures. The firm offers a holistic approach to financial services, including portfolio management, estate planning, and succession planning, all while maintaining a professional yet enjoyable environment. With a focus on personalized strategies, EmVision Capital Advisors strives to understand each client's unique financial goals, ensuring clear communication and transparency throughout the investment process. The team is committed to providing exceptional service, fostering long-term relationships, and creating security for clients and their future generations. Generated from the website

Alpha Planners is an independent financial services firm based in Solon, OH, specializing in helping individuals and families create retirement strategies tailored to their unique needs and objectives. With a team of experienced professionals, they offer a range of services including income strategies, Medicare planning, and legal shield services to ensure their clients can live their retirement years with confidence. Committed to providing personalized solutions, Alpha Planners utilizes the Alpha Planning Process to assess each client's current financial situation and determine their retirement needs. Through this process, they develop custom strategies that help individuals reach their retirement goals, taking into account factors such as taxes, changing laws, and options for tax deductions. With a focus on delivering reliable income streams and protection benefits, Alpha Planners aims to help their clients navigate the complexities of retirement planning and achieve financial peace of mind.Generated from the website