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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Management Team

The success of our group can be directly attributed to the high quality of leadership and the strength of our management team. Our goal is to ensure the continued success of our financial representatives by providing the proper guidance and support to help them experience both personal and professional growth.

 

Raymond N Latiano, CLU®, ChFC®, CFP®, CASL, CLTC

Wealth Management Advisor
330-470-7744

Ray Latiano is the Managing Director for the Canton District Office

 

Daniel J Leslie, CLU®, CFP®, CLTC

Financial Advisor
330-668-6103

Dan Leslie is the Managing Director for the Akron District Office.