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TOP 30 Financial portfolio analysis in Cortland, OH
3 results found
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Brian Davin - Financial Advisor, Ameriprise Financial Services, LLC
Brian Davin is a Financial Advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5 in Cortland, Ohio, United States. Brian holds several certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Brian is committed to upholding a code of ethics and providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. With a focus on client assessment, risk/return analysis, and investor psychology, Brian aims to help his clients achieve their financial goals. Whether you are planning for retirement, managing your investments, or navigating complex financial decisions, Brian Davin is dedicated to providing you with comprehensive and tailored financial solutions.
Austin Shortreed - Financial Advisor, Ameriprise Financial Services, LLC
Austin Shortreed is a financial advisor at Ameriprise Financial Services, LLC located at 3378 State Route 5, Cortland, Ohio, United States. Austin holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Austin's expertise in various financial areas such as asset management, retirement planning, estate planning, investment analysis, and more. With a commitment to ethical practices and ongoing education, Austin provides comprehensive financial planning services to individuals and businesses, helping them achieve their financial goals. Contact Austin Shortreed today for expert financial advice and guidance.
Fireside Advisors
Fireside Advisors is a home goods store located at 2555 Greenville Road Northeast, Cortland, Ohio, United States. Specializing in hearth appliances and chimney work, our team of experienced professionals has a combined 50 years of experience in the industry. Whether you need maintenance for an old hearth appliance, refacing for your fireplace, or a completely new hearth appliance, we are here to help. Our top priority is customer satisfaction, and we will treat your home with the utmost care and respect. We offer design consultation services to help you create the hearth of your dreams, and we can assist with renovations to make those dreams a reality. Serving Northeast Ohio and Western Pennsylvania, with additional areas available upon request, Fireside Advisors is your go-to destination for all your hearth needs. Contact us today to schedule a consultation and let us help you find the perfect hearth solution for your family.
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