Experience Makes all the difference

Employing a comprehensive, yet focused, approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

James F. "Jim" Negrelli

Senior Vice President - Wealth Management
Financial Advisor
216-910-1006

email




Registered States:
CA, CO, DC, DE, FL, IL, MA, ME, MI, NC, NH, NV, NY, OH, SC, VA, WI

Debora Venzor, CDFA

Financial Advisor
Certified Divorce Financial Analyst (CDFA®)
216-910-1009

email




Registered States:
AZ, CA, CO, DC, DE, FL, GA, IL, MA, ME, MI, NC, NH, NY, OH, SC, VA, WI

Julianne "Julie" Przeszlo

Senior Client Service Associate
216-292-1229

email




Registered States:
FL, OH