Making Your Financial Contentment a Priority
Mission: Our mission is to provide financial expertise that empowers families to fulfill their values and achieve their financial objectives through the prudent accumulation, preservation, and distribution of wealth. We accomplish this by fostering trust and cultivating enduring relationships, thereby helping ensure security, peace of mind, and the preservation of a lasting legacy.
Vision: To be the dependable partner for families seeking financial clarity and confidence, empowering them to live generously and honor their values across generations. We envision a future where every client experiences peace of mind through personalized strategies, enduring relationships, and a legacy that reflects what matters most.
At Western Reserve Financial Associates, we help individuals and families build a healthy relationship with money by providing thoughtful guidance and personalized financial strategies. Our goal is to empower confident decisions that protect what matters most and support your vision for today and generations to come.
A Year of Generosity in Action
2025 was a year of connection, service, and impact. Through Thrivent Action Teams, we supported our community in many ways—from wellness package assemblies and Habitat for Humanity–Mahoning Valley’s Project Playhouse to leadership development at the Global Leadership Summit and a 5K benefiting Angels Beside Us.
At Western Reserve Financial Associates, we’re proud to serve alongside such an incredible community.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
Locations
Copley Office
- Phone:
- 330-668-4720
Hours
Poland Office Location
Address
46 S Main St.
Poland, OH 44514