rockhall
 
  Specialists: LGBT
 
 

Progress is being made, but there is a long way to go. Until there is equal recognition for all, those in the LGBT community need to create for themselves, what others take for granted.

A study recently released by the National Gay & Lesbian Chamber of Commerce, revealed that LGBT adults are less comfortable sharing intimate financial details with professional advisors than those in the straight community.

The result: many members of the LGBT community don't have competent financial professionals to help them reach the goal of financial independence.

Contact a member of our LGBT Resource Team for assistance wth your financial planning.
Cleveland
 
 
.
Associate


Amie L. Palffy,
CFP®, ChFC®, CLTC

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Associate


Douglas W. Sockman,
CFP®, ChFC®, CLU

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Associate


Daniel Brennan,
CLU

  Business Phone: (216) 592-7310
  E-mail: apalffy@financialguide.com
.
  Assistant: Mindy Barnett
   mindybarnett@financialguide.com
  Business Phone: (216) 592-7316
  E-mail: dsockman@financialguide.com
.
  Assistant: Rebecca Huston
   rhuston@financialguide.com
  Business Phone: (216) 592-7356
  E-mail: dbrennan@financialguide.com
.
  Assistant: Jennifer Radin
   jradin@financialguide.com

Columbus
Toledo
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Associate


Robert Fichter,
LUTCF, CLTC

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Associate


Thomas J. Brennan

  Business Phone: (614) 790-9803
  E-mail: rfichter@financialguide.com
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  Assistant: Raquel Werkman
   rwerkman@financialguide.com
  Business Phone: (419) 885-0011
  E-mail: tbrennan@financialguide.com
.
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Securities, investment advisory and financial planning services through qualified registered representative of MML Investors Services, LLC.
Member SIPC. www.sipc.org. Supervisory Office: 1660 W. 2nd Street, Suite 850 Cleveland, OH 44113. 216.621.5680   CRN201412-167240