Plum Creek Wealth Advisors

We serve middle-American families of modest investment accounts, focusing on retirement savings. We seek out like-minded clients with good attitudes on accounts as small as $1000, and yes, we serve a few millionaires. Our average household account size is about $300,000, and probably half our client base is education-career related. The other half are small business owners, friends, and family. We carefully interview our prospective clients, and will gladly do the same for referrals that are provided to us.

Brian Olah Asset Management is a financial management firm located in North Olmsted, OH. They offer a comprehensive range of services including long-term care insurance, life insurance, and tax season assistance. With a team of experienced associates, they provide personalized solutions to address various financial needs. Conveniently situated in the 28900 Office Park, their office is easily accessible via major highways. Committed to maintaining a secure connection, they prioritize the privacy and security of their clients' information. As registered financial professionals, they are licensed to conduct securities and insurance business in certain states, ensuring compliance with applicable licensing and registration requirements.Generated from the website

At Szarka Financial, we pride ourselves on delivering friendly, professional service to clients who are preparing for, nearing, or already in retirement. We offer a comprehensive suite of financial planning services tailored to individuals, employees, and business owners throughout Northeast Ohio. Our expertise includes developing income strategies designed to help retirees feel confident about not outliving their savings. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker Dealer, member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Szarka Financial are not affiliated.