2 weeks ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
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1640 Corporate Woods Cir.
Green,
OH
44685
Phone: 330.896.6250
Mon–Thur, 8:00 am–4:30 pm
Fri, 8:00 am–4 pm
Wealth Management
To access your Client View Web Portal, click here
Our Team
The Green office specializes in providing comprehensive wealth management services to high-net-worth investors, corporate executives, and successful entrepreneurs.
Mario C. Giganti, AIFA®, CEPA®, CFP®, CPA
Senior Vice President,
Financial Advisor
Mark W. Fearigo, CFP®
Senior Vice President,
Financial Advisor
Nathan Bopp, AIF®, CFP®, RICP®
Senior Vice President,
Financial Advisor
Glen Hahlen, CFP®
Senior Vice President,
Financial Advisor
Mark Muntean, AIF®, CFA®, CFP®
Financial Advisor
Lisa Hay, AIF®, CFP®, CKA®, CPA, RICP®
Financial Advisor
Daniel R. Harsh, CFP®
Financial Advisor,
Financial Planning
Amanda Bernier, CFP®
Financial Advisor,
Relationship Manager
Scott Cooper
Senior Associate,
Financial Planning
Jared A. Milhoan
Senior Associate,
Financial Planning
News & Resources
Resources
Resources
4 weeks ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
7 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
9 months ago
Coping with Market Volatility
Learn more about our thoughts on the COVID-19 virus and...
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