Category – Financial Advisor

 

Photo of Tara Brunst
Tara Brunst
SageGuard Wealth Management
Home 29638 Detroit Rd Westlake OH
Home Phone: 440-892-2000 Cell Phone: 440-522-6316 Website: www.sageguardwealthmanagement.com
Categories: Financial, Financial Advisor, Financial Planner, Rocky River
Updated 3 months ago. Return to top.
Photo of Alise Excell
Alise Excell
President Excell Financial Services
Website: http://www.alisemexcell.com

Making Money Less Complicated by providing excellent service & support to my clients through the proper assessment of needs & goals & the customized fit of various financial tools to help fulfill those needs & goals. Focusing on Small Businesses and Professional Practices as well as Individuals.

~401(k)/403(b) rollovers
~Disability Income Insurance
~Investment Products
~IRA creation; traditional IRA & Roth IRA’s
~Education funds – 529 Plan strategies
~Life Insurance; whole life and term insurance
~Special Needs Plans
~Retirement Plans for businesses; 401(k), Keogh, SEP, SIMPLE
~Business Overhead Expense Insurance
~Key Person Insurance
~Buy-Sell Insurance
~Annuities; fixed & variable annuities
~Bond & Mutual Funds

Currently licensed for Life, Health & Disability and Variable products.  Licensed in OH & PA.
Series 6 & 63. Lic. # 966960,  #748683.

I represent Ohio National Financial Services and a variety of insurance companies and can help you with your insurance, financial and investment needs. Insurance & annuity products issued by The Ohio National Life Insurance Company & Ohio National Life Assurance Corporation. Product, product features and rider availability vary by state. Issuers not licensed to conduct business and products not distributed in AK, HI and NY. Registered products (including variable annuities) are sold only by prospectuses, which can be obtained through your registered representative. Before investing, investors should read and consider carefully the product and any underlying fund prospectuses, which contain more complete information about investment strategies, fees, charges, risk factors and other factors that may apply. As with any investment, investing in variable portfolios involves risk, including possible loss of principal. Past performance is no guarantee of future results.

Alise M. Excell is a Registered Representative offering securities through The O.N. Equity Sales Company, Member FINRA/SIPC. 27865 Clemens Road Suite 2, Westlake, Ohio 44145 440-899-9830.

Categories: Financial, Financial Advisor, Grafton
Updated 7 months ago. Return to top.
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 Posted by at 5:26 pm