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Our Team

Client Centered

Marc J. Servodio / CFP®, AIF®
Founder / Financial Advisor

phone / 330.223.3654
fax / 330.294.1799

About Marc

Marc is an advocate of financial education; he makes every meeting a learning experience for clients. He takes a comprehensive approach to financial planning, beginning by ensuring that all building blocks are in place for a strong financial foundation to ensure clients are on the path to pursue their financial objectives.

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Teresa R. Loll / CFP® 
Registered Professional

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