Custom Planning Solutions, LLC - Cleveland, OH - Financial Advisors

Custom Planning Solutions, LLC

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(216) 765-7410 Call

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28601 Chargrin Blvd, Suite 300Cleveland, OH 44122

Description

We help families grow, preserve, protect and transfer their assets by providing customized financial planning advise and exceptional service. We forge long-term relationships with our clients based upon a philosophy of "Serve First ". Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest.. communication have been the cornerstone of my foundation of success.

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Business details

Hours of Operation

  • MON
  • 08:00am
  • 05:00pm
  • TUE
  • 08:00am
  • 05:00pm
  • WED
  • 08:00am
  • 05:00pm
  • THU
  • 08:00am
  • 05:00pm
  • FRI
  • 08:00am
  • 04:00pm
  • SAT
  • SUN

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Videos & Photos

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Photos (17 photos)

  • Custom Planning Solutions, LLC - Cleveland, OH -
  • Custom Planning Solutions, LLC - Cleveland, OH - Kevin J. Plank, CFP
President
  • Custom Planning Solutions, LLC - Cleveland, OH - Beverly Davis
Executive Administrative Assistant
  • Custom Planning Solutions, LLC - Cleveland, OH - Nassar Ali, CFA, CAIA, CFP, AAMS, CMFC, CRPC
Director of Financial Advisory Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Robert E. Appel, J.D.*, LL.M., MBA
Vice President of National Design/Advanced Planning
  • Custom Planning Solutions, LLC - Cleveland, OH - Richard E. Austin, J.D.*, LLM, CIMA
Director of Financial Advisory Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Joseph Flynn, J.D.*
Design Attorney
  • Custom Planning Solutions, LLC - Cleveland, OH - Ben T. Huddle, CFP, MBA, CRPC
Director of Financial Advisory Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Jane T. Johnson, CFP, CRPC
Director of Financial Advisory Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Russel G. Jones
Executive Director, Sagemark Consulting Private Wealth Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Timothy S. Johnson, J.D.*
Chief Investment Strategist
  • Custom Planning Solutions, LLC - Cleveland, OH - Dianna Parker, CFP
Director of Planning
  • Custom Planning Solutions, LLC - Cleveland, OH - Douglas B. Richmond
Director, Sagemark Consulting Private Wealth Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Gregory W. Butler, ChFC, CFP, CLU
Director of Financial Advisory Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Robert A. Studin, J.D.*, CPA*, CRPC, CFP, CLU, ChFC
  • Custom Planning Solutions, LLC - Cleveland, OH - William D. Wright
Director, Sagemark Consulting Private Wealth Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Mary T. Young, ChFC, CRPC, CFP
Director of Financial Advisory Services
  • Custom Planning Solutions, LLC - Cleveland, OH - Donna L. Rowan, J.D.*, LL.M., CLU, ChFC
National Design/Advanced Planning Attorney


Photos

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