CPA, CVA, QPA, AICPA, PFS, NACVA, OSCPA, FINRA, Series 7, Series 63, Series 65, Series 66. What do all of those letters mean when associated with our Advisors’ names and profiles? It’s our way of letting you know that you are working with a team of professionals who take their professional role seriously and have invested significant time in obtaining and, very importantly, maintaining specialized financial education. These designations allow you to discern and assess whether your accountant has the specialized knowledge to assist you in achieving your individual and business goals.
Alphabet Soup? Or Discerning Buyer?
We work hard at providing objective, proactive advice to keep our clients on track to meet their goals while maintaining free-flowing communication at all times.
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Office Locations
AKRON – Accounting
330.867.3578
82 North Miller Rd.
Fairlawn, OH 44333
Westlake
888.888.0619
3401 Enterprise Pkwy.
Suite 340 – 343
Beachwood, OH 44122
AKRON – Wealth Management
330.836.3805
90 N Miller Rd
Fairlawn, OH 44333
COLUMBUS
614.261.0600
890 Proprietors Road
Worthington, OH 43085