We have exciting news! Our firm has joined Stratos Wealth Advisors in Beachwood, Ohio.
Stratos was founded by Jeff Concepcion in November of 2008. His vision was to fulfill a growing need among experienced, sophisticated advisors and the tools they will need to take care of their clients.
This transition is easy for us, we remain in our offices in Pepper Pike.
Click the button below to view our press release
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