8:30AM - 4:30PM
130 S Point Dr, Avon Lake9:30AM - 5PM
25576 Bagley Rd, Olmsted Falls“I have only been working with Dan Ruminski for a short period of time, but I am so happy that I found him. He has incredible knowledge, experience, energy and heart for what he does. He and his staff are pleasant, helpful, very available and easy to work with. Finances are not my forte, and I am so happy and relieved to have found someone who can help and advise me with all aspects of dealing with them, from taxes to investments to options for financing home remodeling to estate planning. It makes my life feel easier and more secure going forward knowing that I have an advisor I can trust and rely on to help me navigate this area of my life, which has such a big impact on everything.“
9AM - 4PM
1991 Crocker Rd Ste. 400, Westlake“Kim does a fantastic job of not just handling your investments, but also getting to know you as a person as well. My family has had several major expenses incurred over the past few years, and she is always there with a word of comfort as well as a plan on how to make things work. I cannot say enough good things about her and the work that she does. Give her a call...you won't regret it!“
9AM - 5PM
25000 Center Ridge Rd # 8, Westlake“Very responsive with same day quotes and updates on existing policies. I wouild rank Alpha Insurance as my top pick for any business that I currently use. You folks are better and quicker than Amazon!!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Been using the company for a long time and never been disappointed with the service and kindness of all the employees. I’ve depended on their advice many times and always used it“