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Financial & Retirement

Our services are designed to meet the growing needs of both the individual and business client. We offer all products and services that help you plan for and meet your financial goals.

  • Financial Planning
  • Retirement Planning
  • Cash Management Administration
  • Investment Planning
  • Roth IRA
  • Standard IRA
  • Simple IRA
  • Group/Individual Health Insurance
  • 401K/Profit Sharing Plan
  • Pension & Profit Sharing


Request information about Financial & Retirement Services here

"We are not here to sell you anything; We provide for your needs and explain"



Note: Our representative presently holds licenses in Ohio only. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through ProEquities, Inc will fluctuate in value and are subject to investment risks including possible loss of principle.

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