Independent Benefit Service

From the website:Stifel is a full service brokerage and investment banking firm. The Company provides securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities.

Summit Retirement Plan Services, based in Uniontown, OH, offers a wide range of financial and accounting services for individuals and businesses. Their expertise includes tax services, audit and assurance, estate planning, and cost segregation studies. With a focus on diverse industries such as health care, manufacturing, and technology, Summit Retirement Plan Services provides tailored solutions for clients in areas such as employee benefits, risk advisory, and property and casualty insurance. Generated from the website

Warther Private Wealth is an independent Registered Investment Advisor (RIA) based in Akron, Ohio, with over 30 years of experience. Their team of experienced and dedicated professionals offers a range of financial planning services, including wealth management, retirement planning, estate planning, and investment management. As fiduciaries, they prioritize their clients' interests and strive to provide customized solutions to help them achieve their financial goals. With a commitment to excellence and a detailed approach, Warther Private Wealth aims to build strong relationships with their clients and help them attain the financial success they desire. Their core philosophy revolves around managing costs, minimizing tax implications, capturing true performance, and protecting against market downturns. Through their comprehensive services and client-centric approach, Warther Private Wealth sets the highest standards for themselves and the financial services they provide.Generated from the website