Investment Services
Our financial advisors Deliver on the Promise of helping you make sound financial decisions.
Our financial professionals are licensed NASD (National Association of Securities Dealers) Representatives who will assist you with your financial planning needs. Whether you need assistance determining the type of retirement plan that best suits your needs, identifying the best asset allocation strategy, or selecting the right money managers to help you attain your goals, you'll find that our professionals are both helpful and insightful.
Our state-of-the-art financial planning software, examines 16 points of a financial plan to provide up-to-date and concise information that helps you identify and meet your financial goals and objectives.
Through our broker-dealer affiliate we have access to virtually every major mutual fund family, as well as a wide variety of securities products. Our list of private money managers is extensive, with both local and national prominence.
Our Investment & Retirement Plan Services include:
- Financial Planning
- Asset Management
- Educational Planning
- Estate Planning and Conservation
- Long-Term Care Planning
For more information about our Investment & Retirement Plan Services, contact
Bob Coode
at Skoda Minotti today at
440-449-6800.
- Looking for more Skoda Minotti Insights on your financial situation?
Click here for an article from Smart Business Cleveland authored by a Skoda Minotti professional.