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Alpha Planning & Financial Services Inc. is an independent firm located in Solon, OH, specializing in creating tailored retirement strategies for individuals nearing retirement. Led by CERTIFIED FINANCIAL PLANNER Aaron Simpson, the firm emphasizes a client-centric approach to financial planning, ensuring that clients' interests are prioritized through expert guidance and comprehensive financial assessments. In addition to retirement planning, Alpha Planning offers services such as Medicare guidance and estate planning, helping individuals navigate complex financial landscapes. The firm also provides resources and educational materials to empower clients in making informed decisions regarding their financial futures. Generated from the website

Resource Strategies is a Beachwood-based company that specializes in providing comprehensive financial planning services, including analysis, strategies, leadership, implementation, and progress tracking. With a focus on estate planning, mid-career orientation, and financial independence, they offer tailored solutions to individuals and inheritors of estates, helping them navigate the complexities of their financial journey. Driven by a client-centric approach, Resource Strategies aims to guide their clients towards their financial goals by offering expertise in areas such as insurance, investments, retirement planning, and more. With a commitment to strategic thinking and a thorough understanding of each client's unique circumstances, they provide personalized recommendations and solutions to help individuals achieve financial success.Generated from the website

Integrity First Planners Inc is a financial planning firm based in Shaker Heights, OH, specializing in personalized wealth management solutions for individuals and families. With a focus on integrity and client-centric services, the company offers comprehensive financial planning, investment management, and retirement planning strategies to help clients achieve their financial goals. Generated from their business information