Well-informed clients make well-informed decisions.
We also appreciate that you have many demands on your time. That’s why we are committed to providing you with educational and inspirational information that is current, insightful and relevant to your financial life and business.
While we have included several educational items on this website, we also maintain an extensive library of information at our offices. If you would like to learn more or receive additional information on financial topics of interest, please contact us.
Market Letters
Monthly Market Insights from Bill Schiffman - May 2020
“Minute by minute by minute by minute… I’ll be holding…
Monthly Market Insights from Bill Schiffman - April 2020
"Sometimes in our lives, we all have pain… we all have sorrow……
Tax Tips
Videos
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