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Beachwood Office (216) 359-5580 Open Geo Locator

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25201 Chagrin Boulevard
Suite 120
Beachwood, OH 44122

Phone: (216) 359-5580
Fax: (216) 359-5581

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  • Beachwood Office
    25201 Chagrin Boulevard, Suite 120 - Beachwood

  • Chardon Office
    348 Center Street P.O Box 1078 - Chardon

  • Cortland Office
    3450 Niles-Cortland Road - Cortland

  • Dublin Office
    6215 Perimeter Drive - Dublin

  • Garrettsville Office
    8058 State Street - Garrettsville

  • Lake County Loan Production Office
    8373 Mentor Avenue - Mentor

  • Mantua Office
    10519 Main Street, P.O. Box 648 - Mantua

  • Middlefield - Main Branch Office
    15985 East High Street, P.O. Box 35 - Middlefield

  • Middlefield - West Branch Office
    15545 West High Street. P.O. Box 35 - Middlefield

  • Newbury Office
    11110 Kinsman Road, P.O. Box 208 - Newbury

  • Orwell Office
    30 South Maple Street, P.O. Box 66 - Orwell

  • Powell Office
    10628 Sawmill Parkway - Powell

  • Solon Office
    6134 Kruse Drive - Solon

  • Sunbury Office
    492 West Cherry Street - Sunbury

  • Twinsburg Office
    2351 Edison Boulevard, P.O. Box 560 - Twinsburg

  • Westerville Office
    17 North State Street - Westerville

Contact Us

LPL Financial

Home Investment Login Investment Services

Investment Services

 

 

 

“One-size-fits-all” is great for hats and Halloween costumes, but not so for financial planning.

Our partnership with LPL Financial opens up many investment services to address your specific needs.


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How does the investment process work?

We start by getting to know you and your dreams through a questionnaire and discussion. This allows us to create a plan that is personalized to you.

From there, we review objective investment choices for your plan. All our investment options are examined and put through rigorous due diligence research. When you're helping people pursue their dreams, utilizing comprehensive investment options is an appropriate route to take.

Customers have access to professional money management through mutual funds, annuities, and separately managed accounts, from some of the most well-known names in the industry.

Our research and skillful representatives help you develop an investment portfolio that is customized for you.


Get in touch with an LPL Financial investment professional today!

  • Tom Hart

    Tom Hart

    Financial Consultant

    LPL Financial

    Location: Middlefield - Main Branch Office

    Phone: (440) 632-3444

    Contact Me
  • Ric Rotolo

    Ric Rotolo

    Financial Consultant

    LPL Financial

    Location: Beachwood Office

    Phone: (216) 359-5526

    Contact Me
  • Lisa Swango

    Lisa Swango

    Financial Consultant

    LPL Financial

    Location: Middlefield - Main Branch Office

    Phone: (440) 632-3226

    Contact Me

Not FDIC Insured

Not Bank Guaranteed

May Lose Value

Not Insured By Any
Federal Government Agency

Not A Bank Deposit

Check the background of investment professionals associated with this site on FINRA's BrokerCheck BrokerCheck-Finra.org.

Securities and Advisory services offered through LPL Financial, A Registered Investment Advisor, member FINRA /SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Ohio.