Western Reserve Financial Associates

Insightful financial guidance that reflects your values.

Making Your Financial Contentment a Priority

We believe a healthy relationship with money can directly impact your well-being and contentment. That’s why our mission is to equip clients with knowledge and tools that help them make wise decisions as they grow, protect and pass on their wealth. Our differentiator lies in providing clients and their multi-generational families with financial plans that allow them to live out their dreams by honoring their values. We’re passionate about inspiring confidence and building lasting relationships that help clients reach financial clarity and strengthen their financial legacies for generations to come. We have offices in Copley and Poland, Ohio. We also serve western Pennsylvania and can work remotely with clients in other states.

Thrivent Action Team: St. Andrews Spirit of Hope

Thrivent Action Team

*Member benefits, programs and activities are not guaranteed contractual benefits. You should never purchase or retain any insurance or annuity products simply to be able to participate. Participation is subject to applicable Terms and Conditions.

Habitat for Humanity of Summit County

Western Reserve Financial Associates partnering with Habitat for Humanity of Summit County, in efforts to help families achieve the strength, stability and self-reliance they need to build a better future.

The Gift of Life Walk & Run

Angels Beside Us 5k in support of Organ Donor Awareness.

Hillcrest Hustle Sponsorship

The Hillcrest Hustle 5k Walk/Run in support of Revere Local Schools.

Thrivent Action Team

Thrivent Action Team* used for doing yard work, in support of a client with terminal cancer.

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Locations

Copley Office
Poland Office Location

Copley Office

Phone:: (330) 668-4720

Hours

M – F: 9 a.m. – 5 p.m.

Address

202 Montrose West Ave Ste 320
Copley, OH 44321

Poland Office Location

Address

46 S Main St.
Poland, OH 44514