Contact Us

1801 E 9th St Ste 800
Cleveland, OH 44114-3103
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Office: 216-241-5840
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John Ertz, CLU®

Take the first step

Are you ready for financial independence? Are you ready to be your own boss? Are you ready to make a positive impact on people's lives?

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Client Center

The first stop on your journey toward financial security is our Client Relations Center. Since our business is built on relationships, quality customer service is a top priority. Our Client Relations Center will connect you with a local financial representative who can provide you with the guidance you need to help meet your financial security goals and objectives.