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 – November 2019
“You can’t always get what you want… you can’t always…
Monthly Market Insights from Bill Schiffman – October 2019
“Yesterday…all my troubles seemed so far away…now it looks…
Tax Tips
Videos
Office Locations
AKRON – Accounting
330.867.3578
82 North Miller Rd.
Fairlawn, OH 44333
AKRON – Wealth Management
330.836.3805
90 N Miller Rd
Fairlawn, OH 44333
COLUMBUS
614.261.0600
890 Proprietors Road
Worthington, OH 43085
BEACHWOOD
888.888.0619
3401 Enterprise Pkwy.
Suite 340 – 343
Beachwood, OH 44122