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8AM - 5PM
600 Superior Ave #2550, Cleveland9AM - 5PM
6611 Rockside Rd SUITE 205, Cleveland“Dan is great! He is my financial advisor and also prepares my taxes, and has for years. He is amazing about answering any questions or explaining anything that isn’t clear. They are very efficient and flexible when I need to make a change to my appointment. Highly recommend!“
Financial Planners
Financial Planners
Financial Planners
“Have had the pleasure of working with Doug Sockman for 20 yrs - he has always treated us with respect… no question has ever been considered insignificant of his time and knowledge … trust him implicitly … Tammy and Bob DiCarlo“