Phone: (330) 499-1915

          (877)  531-1918

Fax:      (330) 499-2922

Address: 5876 Fulton Drive NW. 

             Canton, OH, 44718

Securities & Advisory Services Offered Through: Packerland Brokerage Services, Inc., an unaffiliated entity.

Member FINRASIPC

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Our Financial Planning Compass

1
Retirement Income Plan
2
Customized Investment Approach
3
Social Security Maximization Plan
4
Asset Protection Plan
5
Estate Plan

What We Do

Our financial professionals will help you create a plan to effectively reach your retirement goals.

We help you in every part of your investment portfolio, strategy, structure, implementation and on going management. 

  • 401(k) Rollovers

  • IRA Transfers

  • Long-Term Care Planning

  • Retirement Income Strategy

  • Wealth Preservation

  • Estate Conservation

  • Wealth Management