Steadfast Stewards of Wealth Since 1997
Arrange a Free Investment Consultation*
Arrange a free consultation with CCM/Investment Counsel today. During your investment consultation we will:
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Consult with you to determine your personal investment needs and objectives. This includes the purpose of the funds you are investing; your time horizon; cash flow needs; risk tolerance; tax and estate planning considerations; and overall personal preferences;
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Provide one-on-one guidance about wealth management, investment planning, asset allocation, portfolio construction, and other personal investment subjects that are relevant to you;
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Review and offer our preliminary thoughts about your current investments and how they relate to your personal needs and objectives;
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Arrange, if you desire, a follow-up consultation to present a personalized investment solution to you.
* Certain restrictions apply. Investment consultations are provided only to investors who meet our client prerequisites.
Contact
CCM/Investment Counsel*
Tel: (330) 689-0374
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* Please do not provide any account instructions or requests via email or voicemail. Such information provided via these communication methods will not be fulfilled.