2 months 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
3 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
9 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
10 months ago
Coping with Market Volatility
Learn more about our thoughts on the COVID-19 virus and...
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