Category – Financial Advisor

 
Photo of Kim Plzak
Kim Plzak
Financial Advisor Edward Jones
Home 1087 E. Broad St. Elyria Ohio Home Phone: 440-366-0452 Cell Phone: 440-240-3814 Website: https://www.edwardjones.com/kim-plzak

Biographical Info

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.
Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we’re dedicated to providing you top-notch client service.
But we’re not alone. Thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. In addition, we welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone’s expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Categories: Financial, Financial Advisor, Rocky River
Updated 8 months ago. Return to top.
Photo of Mickey Urbanik
Mickey Urbanik
Financial Associate Thrivent Financial
Home 337 E. Washington St, Suite C Medina OH Work Phone: 330-722-6757 ext 8 Cell Phone: 330-635-9904 Website: https://connect.thrivent.com/amelia-rogers/

Biographical Info

I am a financial professional with experience helping individuals and families reach their financial goals. I need to understand my clients’ aspirations and it’s only then, that I can help them build a financial roadmap for making them happen.

Especially in today’s economy, reaching financial goals may seem scarier and harder than ever. I am a guide helping clients navigate the journey and reach their financial goals. I bring a listening ear, knowledge and experience.

Categories: Financial Advisor, Strongsville
Updated 10 months ago. Return to top.
 Posted by at 5:26 pm