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Wealth Management And Protection
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
At Premiere Financial Partners, we utilize an innovative and unique process providing wealth management and insurance protection for our clients. Our purpose is to establish, manage and preserve wealth through comprehensive financial planning. We work closely with our clients to provide recommendations and strategies involving investment portfolio analysis, insurance needs, estate planning, college savings, cash flow, tax reduction, and retirement planning.
Each Partner is licensed and registered with the appropriate governmental and self-regulated bodies as a registered representative and/or investment advisor representative. Collectively, we have over 60 years of financial planning and investment management experience and are active members of The Financial Services Institute (FSI), The National Association of Insurance and Financial Advisors (NAIFA) and other professional organizations.
It is our philosophy at Premiere Financial Partners to provide our clients with the highest level of service and knowledge in the management and preservation of wealth. The entire staff at Premiere Financial Partners is firmly committed to this philosophy. Our promise to clients: Your interests always come first, we will always act with integrity and honesty, we strive for excellence in all facets of our practice.
Investment products and services are available only to residents of: OH, MI, NY, FL, MD, AZ, VA
Fee-based advisory services are available only to residents of: OH, MI
We are licensed to sell insurance products in the following states of: OH, MI, NY, FL, MD, AZ, VA
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."