Cell: 216.409.9560
3690 Orange Place, Suite 440
Beachwood, OH 44122
Personal Background:
Joseph graduated from Cleveland State University with a Bachelor of Business Administration degree, with a major in Accounting. He spent twelve years with CPA firms providing Accounting, Tax, and Business Advisory Services for small and midsized companies in the Greater Cleveland Area.
Joseph left the Accounting field in 2001 to provide Financial Services for both individual and business clients. Joseph combines his expertise and knowledge in providing value-added services by designing and implementing strategies to assist with wealth maximization, conservation and preservation.
Joseph and his wife Robin have two daughters, Gabrielle/1999 and Brianna/2004; and a son Anthony/2000.
Belief Statement:
I believe that first and foremost, your financial plan must eliminate any areas of exposure. You need to insure that you, your family and your wealth are fully protected.
I believe that I can truly make a positive difference in people lives through the financial process I use and the strategies that I develop. By combining an unparalleled team of financial experts with some of the most sophisticated tools and resources available, I can help you to achieve financial success while maintaining a balance over an ever-changing economy.
Mission Statement:
To be the leader in providing superior financial services and products which consistently exceed my client’s expectations to ensure advocates for life.
Professional Services:
- Financial Review
- Estate Planning
- Business Succession Planning
- Life Insurance Planning
- Disability Income Insurance Planning
- Retirement Planning
- Money Management*
Credentials:
- Registered Representative and Financial Adviser of Hornor Townsend & Kent, Inc.
- Series 7 (stock, bonds, mutual funds, and variable annuities)
- Series 66
- LEAP (Lifetime Economic Acceleration Process)
- Life & Health
- Completed training in:
- Estate Planning
- Business Planning
- Business Insurance
- Pension/Retirement Planning
- Life & Health Licensed in Ohio
- Securities Registered in Ohio, Texas, and South Carolina
*Registered Representative of, and Securities and Investment Advisory services offered through Hornor, Townsend & Kent, Inc., (HTK), Registered Investment Adviser, Member FINRA/SIPC, 21st Century Financial 130 Springside Drive, Suite 100, Akron Ohio 44333 is independent of HTK. HTK does not provide legal and tax advice. Always consult a qualified tax adviser regarding your personal tax situation and a qualified legal professional for your personal estate planning situation.
LEAP® and Lifetime Economic Acceleration Process™ are trademarks and service marks of Leap Systems, LLC which is an independent affiliate of Penn Mutual Life Insurance Company (PML). HTK is a wholly owned subsidiary of PML. Trademarks belong to their respective owners.
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