Organizations we are PASSIONATE about!
- Sub Zero Mission….We are a drop off site www.subzeromission.org (veterans & Homelessness)
- Five Loaves… http://www.5loavesgroup.org/ (inner city community development)
- Ivy Women’s Center… https://ivywomenscenter.com/ (women experiencing unexpected pregnancies)
- Pets of the homeless….We are a drop off site www.petsofthehomeless.org (food for homeless peoples pets)
- Birthright Geauga… https://www.birthrightgeauga.org/ (helping low income families with baby and toddler clothing and supplies)
- Harriet Tubman… https://www.harriettubmanmovement.org/ (help for sex trafficking)
- Hands that serve… John Denholm 440-856-6853 (homelessness)
Products and services. Aligned with your priorities.
Banking. Insurance. Investments. There are many financial products and services to consider. We understand how crucial it is to choose those that best address what matters most to you. So, as we work with you, we ask about your needs. Your dreams. Your values. Then we offer solutions that will provide clarity about where you're at and confidence about where you're headed.
What We Offer
Mutual Funds
Our fund options offer flexibility and choice to help you manage risk, build a diversified portfolio and pursue lifelong goals.
Financial Guidance
We work with you to create a personalized strategy and support you with ongoing guidance to help you reach your goals, no matter where you're starting from.
Charitable Giving Solutions
Thankful for all you've been given? We can help you give back.
Traditional and Roth IRAs
You can use these tax-advantaged accounts to help you save for retirement — and perhaps fund other needs, such as a home purchase or a child's education.
Investments
Our options help you balance performance and purpose.
Health Insurance
We can help you assess your options, including those available through your employer and government programs.
