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Financial Planning in Cleveland Ohio with a CERTIFIED FINANCIAL PLANNER™Welcome to a unique community -- a community in which acts of "random kindness" occur on a daily basis; a place where you are considered VIPs, not account numbers. Each person is a unique individual, not part of a crowd. From the moment you enter until the time you leave, you're our guests and you'll receive not only financial information and sound advice, but friendly conversation and genuine interest. At the center of Pinkerton Wealth Management, you'll find Gary Pinkerton, a Cleveland, Ohio, CERTIFIED FINANCIAL PLANNER™ Practioner who has reached out to his clients in an extraordinary way, and built extraordinary friendships. Gary, is a well-known financial educator in the Cleveland, Ohio area and specializes in the issues that business executives and seniors deal with on a day-to-day basis. Gary has advised executives and retirees from GM, Ford, Lincoln Electric, Microsoft, and GE. He is the President of Pinkerton Wealth Management, which provides financial planning with superior service; helping their clients achieve their personal goals.
We organize your assets, asset allocation strategy, retirement, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future. *The Consumers Research Council of America uses a point value system in the nomination process. The criteria used and assessed include the following: years in practice; training, education and continuing education; membership in a professional financial association; one course of study in a financial certification and receipt of certification on a professional designation. No fee is paid. |
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