Family office financial planning in Lakewood, Ohio

Lindsay Perrico - State Farm Insurance Agent is a multi-office insurance agency located at 25586 Bagley Road, Olmsted Falls, Ohio, United States. Lindsay Perrico has been running her Agency in Lakewood, Oh for almost 10 years and recently opened a second location in Olmsted Falls. Lindsay and her team are dedicated to providing excellent customer service and building lasting relationships with their clients. With a background in retail management and a degree from The Ohio State University, Lindsay brings a unique perspective to the insurance industry. The agency offers a wide range of insurance products, including life insurance, annuities, and pet insurance. The team at Lindsay Perrico - State Farm Insurance Agent is committed to helping clients find the right insurance solutions for their needs. Visit them for all your insurance needs and become a part of their growing family of satisfied customers.

Copper Ridge Capital, located at 1625 Waterbury Road in Lakewood, Ohio, is a finance and real estate agency dedicated to helping individuals achieve their financial goals. Founded by Tyler Smith, CFA, the institution offers personalized investment solutions across various asset classes to align with each client's objectives. With a focus on financial planning, tax optimization, and risk management, Copper Ridge Capital creates bespoke strategies to support both short-term and long-term goals. In addition to wealth management services, Copper Ridge Capital also provides real estate solutions for individuals looking to invest in property. By acquiring residential properties to add value and generate long-term income, clients can access these opportunities as part of a broader wealth management strategy.

Dr. Ardeshir Z. Hashmi, MD, FACP, is a distinguished medical professional serving as the Endowed Chair of Geriatric Innovation and Section Chief of the Center for Geriatric Medicine at Cleveland Clinic. He is also an Assistant Professor of Medicine at the Case Western Reserve University and the Cleveland Clinic Lerner College of Medicine. Dr. Hashmi is renowned for his commitment to geriatric medicine and his leadership in healthcare innovation. Educational Background: