A real relationship Helping you pursue your life's goals
Joshua Basen, CRPC®
First Vice President - Wealth Management
Chartered Retirement Planning Counselor (CRPC®)
440-414-2759
2055 Crocker Road
Suite 201
Westlake, OH 44145
Trusted financial advice is more important today than ever. As your Financial Advisor, your financial goals are the focus of everything I do. I want to learn all I can about you, so I can address your most important priorities with a detailed plan that puts your goals within reach. My aim: to be your advisor, committed to a relationship that’s relevant to your life and focused on your financial success.
Joshua Basen has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019
- Forbes America's Top Next Generation Wealth Advisors, 2018
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