3Generations Wealth Management
2850 West Market Street, Fairlawn, OH 44333
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
3Generations Wealth Management is a finance institution located at 2850 West Market Street, Fairlawn, Ohio, United States. Our team, known as Team 3Gen, is dedicated to providing wealth planning for current and future generations. With decades of experience, we craft innovative financial strategies tailored to our clients' lifestyles, goals, and values. We offer the personalized service of a small firm while utilizing the resources of a large corporation.
Our team members, Ted, Brian, and Tyler, bring a wealth of knowledge and expertise to our clients. Ted specializes in portfolio construction and security selection, Brian focuses on planning-based investing, and Tyler provides financial guidance to trusts, foundations, businesses, and individual investors. Together, we design customized wealth plans to guide our clients through their unique financial challenges and opportunities.
We also specialize in business retirement plans, helping business owners establish cost-effective plans for their company and employees. Additionally, we assist with the transition of wealth and business ownership for entrepreneurs and business owners.
Securities are offered by American Heritage Securities, Inc., and investment advice is provided by EGI Financial, Inc. Team 3GEN, 3 Generations Wealth Management, and American Heritage Financial are trade names used by our team members. We are affiliated with EGI Financial and American Heritage Securities.
At 3Generations Wealth Management, we are committed to providing high-quality financial services and guidance to help our clients achieve their financial goals and secure their financial future.
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