Category – Financial Advisor

 
Photo of Michelle Dubena
Michelle Dubena
Financial Advisor Edward Jones
Home 1087 East Broad St Elyria Ohio Work Phone: 440-366-0452 Cell Phone: 440-506-0875 Website: https://www.edwardjones.com/financial-advisor/index.html?CIRN=HlIK%2FZMZOqXKEumMrZXncBO41FBbcmN3RJxtPSpFZ%2FWisGx8Qr8Rytw91ZenP%2BFW

Biographical Info

As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual investors on creating and implementing strategies that work toward specific goals that we set together. Whether it’s planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. I also coordinate and work in tandem with other professionals who include CPAs, Estate Planning Attorneys and Life Insurance Specialists and Agents to execute needed actions.

Categories: Finance, Financial, Financial Advisor, Grafton
Updated 6 months ago. Return to top.
Photo of Pamela Kruger
Pamela Kruger
Kruger Consulting, Inc.Financial Advisor
Home 593 W. Bagley Road Berea Work Phone: 4402340300 Cell Phone: 4405724722

Biographical Info

Pam Kruger, owner of Kruger Consulting,Inc., began her career as a commissioned life insurance agent in 1989 with Life, Health, Variable Annuity and Property/Casuality licensed. She received her Series 6 securities license in 1995 to offer mutual funds. Pam is a Registered Representative in the states of Ohio, Florida and Arizona for J.W. Cole Financial, Inc. member FINRA/SIPC, located in Tampa, FL., with a Series 63 Securities license. Pam is also an Investment Advisor Representative (IAR) with J W Cole Advisory and Cornerstone Asset Management Company to provide fee-based money management services. Pam has been a notary public since 2000. Kruger Consulting has been located in Berea, Ohio for the past 15 years.
We provide a holistic financial planning process involving planning, educating and regular monitoring of our clients finances to enable a successful retirement and legacy.

Categories: Financial, Financial Advisor, Independence
Updated 7 months ago. Return to top.
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

I believe it’s important to invest my time in understanding what you are working towards before you invest your money. It is also important to determine the level of risk you’re comfortable accepting so we can balance it with the steps necessary to reach your financial goals. Working closely with you and your CPA, attorney and other professionals, I can provide a comprehensive service to you and your family. As your financial advisor, I am here to partner with you through all the stages of your life, make adjustments to your strategies where appropriate, and keep you on track.

I spent the first 20 years of my career in the financial services industry and joined Edward Jones in 2015. I have a special interest in financial education and the impact that knowledge can make on families and communities. In addition to working with my clients, I serve on the Edward Jones Leadership team where I coach and mentor new financial advisors. I currently serve as a trustee on the Mercy Hospital Foundation Board. I have also volunteered with the Girl Scouts, Lorain County Urban League, Leadership Lorain County and school theatre and band groups.

My husband, Scott, and I raised our family in Lorain County. We have three wonderful children, two terrific sons-in-law and have been recently blessed with our first grandson who is the star of our family. In my free time, I enjoy spending time with my family, hosting family dinners, playing games and hanging out with our dog and “grand dogs”. I also love gardening, genealogy, being outdoors, wine tasting, tea and traveling.

My sr. branch office administrator, Pattie Murphy, has been serving clients at Edward Jones for over 16 years. Pattie prides herself on providing clients with the highest level of service. She and her husband enjoy spending time with their daughter and granddaughter and cheering on Cleveland sports teams.

We look forward to meeting with you and helping you plan and achieve your financial goals.

Categories: Financial, Financial Advisor, Rocky River
Updated 4 weeks 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
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 Posted by at 5:26 pm