Jerod Blakely - Capital Planners

Capital Planners, established in 1983, is one of the largest financial services firm in Ohio. It offers a wide range of securities products and services through Park Avenue Securities. The company provides different investment options, including more than 7,500 mutual funds from over 350 fund families, stocks, bonds, certificate of deposits, variable life, annuities, and unit investment trusts. It merged with Luttner Financial Group in 2002. Capital Planners is an agency of the Guardian Life Insurance Company of America, and offers the full range of Guardian products, including individual disability income insurance, long-term care insurance and life insurance. The firm also offers estate planning, trust services, retirement plans, employee benefits and business planning services. Capital Planners is located in Beachwood, Ohio.

Park Avenue Securities, located in Beachwood, OH, is a trusted wealth management destination that offers an uncommon approach to financial planning. Their dedicated financial professionals prioritize clients' growth, protection goals, and provide objective wealth management solutions tailored to individual needs. With a focus on simplifying technology solutions and effective investment strategies, Park Avenue Securities enables clients to take charge of their financial future. The firm is a wholly owned subsidiary of The Guardian Life Insurance Company and is recognized for its commitment to client success and financial wellness. Generated from the website

Apple Growth Partners are specialists with backgrounds in accounting, finance, law, business management and technology.