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Citizens Securities, Inc. is a financial advisory firm located in Solon, OH, offering personalized financial planning services to individuals and families. With a dedicated team of professionals, including certified financial planners, they provide tailored advice and guidance to help clients navigate their financial journey and achieve their goals. Through their Citizens Private Client program, clients can expect comprehensive financial planning, access to qualified specialists, and exclusive rewards such as investment matches and special lending discounts. With a collaborative and personalized approach, Citizens Securities, Inc. aims to create a comprehensive financial plan aligned with each client's unique situation and adjust it as their life evolves.Generated from the website

Your financial advisor in Solon will work with you to create tailored wealth management strategies. Find a financial advisor near you.

Gem Asset Management, located in Solon, OH, is dedicated to providing comprehensive financial planning and investment management services. Their team, led by experienced professionals like Steve Alexandrowski, CFP, and Lisa Carey, CFP, AWMA, CRPC, focuses on fostering strong client relationships and utilizing a values-driven approach to financial success. With a commitment to staying informed on market trends, Gem Asset Management regularly shares insights through their blog, covering various topics such as investments, tax planning, and retirement options. The firm's emphasis on asking better questions ensures that clients receive tailored advice suited to their unique financial situations. Generated from the website