Midwest Annuity & Investments Co

Investment Planning Group Inc, located in Westlake, OH, specializes in providing custom financial solutions tailored to meet individual client needs. The firm emphasizes the importance of personalized investment strategies and offers a range of services through a team of knowledgeable associates. As a registered investment adviser affiliated with Independent Financial Group LLC, Investment Planning Group Inc operates independently while adhering to industry regulations. They prioritize transparency and suitable financial planning for their clients, ensuring thorough assessments of investment suitability in various situations. Generated from the website

Balanced Asset Management is a fee based financial services firm specializing in family and small business wealth management. Our goal is to protect life savings and investments while creating opportunities to grow assets during times of economic upturns, using our Active Strategies. These investment strategies were conceived in the year 2000 after the economic downturn. We created five strategies for investors to suit various life goals: Conservative Active, Active IRA, Tax Aware Active, Active Plus and Alternative Active. We are currently licensed in 27 states including Ohio, Arizona, and Florida. We add licenses based on our clients’ needs, for instance relocation for jobs or retirement.

Newport Investment Advisors Inc. is a financial services firm based in Beachwood, Ohio, dedicated to serving a diverse clientele that ranges from individuals and family offices to corporations and pension plans. Their investment strategies, including the Flexible Bond Strategy, are designed to provide valuable results regardless of account size, catering to both small and large investors alike. With a commitment to compliance and transparency, Newport Investment Advisors adheres to the Global Investment Performance Standards (GIPS) and offers independently verified performance reports. The firm emphasizes the importance of understanding investment objectives, risks, and fees, ensuring that clients are well-informed before making investment decisions. Generated from the website