Lesjak Planning
1991 Crocker Road, Westlake, OH 44145
Hours open
Monday:
8:30 AM - 4:30 PM
Tuesday:
8:30 AM - 4:30 PM
Wednesday:
8:30 AM - 4:30 PM
Thursday:
8:30 AM - 4:30 PM
Friday:
8:30 AM - 4:30 PM
Saturday:
Closed
Sunday:
Closed
Location & Phone number
About the Business
Lesjak Planning, located at 1991 Crocker Road in Westlake, Ohio, is a finance institution that prides itself on building life-long relationships based on trust and respect. As a fee-only Independent Financial Planning Firm, we prioritize our clients' best interests above all else.
With over 40 years of experience, our family-owned and independent firm is dedicated to transparency, trust, and integrity in all our interactions. Our team of planners, with a combined 100 years of experience, prioritize wisdom over short-term trends when making financial decisions.
At Lesjak Planning, we believe in collaborative financial planning, working closely with our clients and their families to create customized plans that meet their needs. We provide detailed reports and annual meetings to ensure our clients are informed and involved in their financial journey.
Our Annual Management Program is designed for individuals and families in the early stages of their financial planning, helping to lay the foundation for a secure financial future. To get started, you can download our Confidential Financial Planning Data Sheet and submit it via email, fax, or mail.
For more information, you can contact Lesjak Planning at 440-871-9500 or toll-free at 888-871-4820. Trust us to guide you towards a secure financial future.
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