Matt Puflea - Raymond James

Our services cover all areas of financial management, from investment and retirement planning, to risk mitigation strategies and issues surrounding estate planning strategies. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs a...

The Davis Frayman Financial Group is a well-respected independent financial services company based in Beachwood, OH. With over 50 years of experience, they offer personalized financial planning services tailored to individual goals, time frames, and risk tolerance. Their team of experts provides a range of services, including banking, lending solutions, education planning, estate and charitable giving trust, investment solutions, retirement planning, and risk management. They specialize in serving various client groups, including business owners, corporate executives, families, individuals, family offices, retirees, sudden wealth recipients, and women investors. The Davis Frayman Financial Group is committed to applying their proven expertise and resources effectively to help clients achieve their financial goals and objectives.Generated from the website

Dale Georgiou - Raymond James in Independence, OH, stands as a trusted financial services destination specializing in custom wealth management solutions, investment banking, asset management, and capital market expertise. Serving a diverse clientele that includes individuals, businesses, and municipalities, they excel in crafting tailored financial plans, providing expert portfolio advisory services, conducting in-depth investment research, and offering specialized support aligned with each client's unique objectives. Their seasoned team leverages extensive industry knowledge to assist clients in navigating intricate financial landscapes, prioritizing careful risk management alongside opportunities for financial growth, protection, and seamless wealth transfer. Embodying a global perspective while upholding a community-centric ethos, Dale Georgiou - Raymond James in Independence, OH, remains steadfast in its commitment to delivering personalized, insightful, and goal-driven financial solutions. Through meticulous analysis, individualized attention, and a dedication to client success, they empower individuals, businesses, and municipalities to make informed financial decisions and achieve their long-term objectives. With a reputation built on integrity, expertise, and a client-first approach, Dale Georgiou - Raymond James serves as a beacon of trust in the realm of comprehensive financial planning and wealth management. Generated using this brand's available information