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OUR TEAM

Rachel Etters  Associate and Financial Services Representative, Cleveland

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom.  I have the skills, knowledge and experience required to help meet my client's established goals.  My personal goal is to become a lifetime resource for each and every client.

PRODUCTS AND SERVICES 

  • Fixed Annuities
  • ariable Annuities
  • Charitable Giving Strategies
  • Disability Income Insurance
  • Estate Conservation Strategies
  • Education Funding Strategies
  • IRA Consolidation/Rollovers
  • Long-Term Care Insurance
  • Mortgage Protection (through life insurance and disability income insurance)
  • Medicare Supplement Coverage
  • Pension Payout Alternatives
  • Pension Transfer/Rollovers
  • Mutual Funds
  • Tax Sheltered Annuities, 403(b) Plans
  • Term Insurance
  • Universal Life Insurance
  • Variable Universal Life Insurance
  • Whole Life Insurance

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in Ohio
  • Registered to offer securities products in Ohio

PERSONAL

  • Lifetime resident of Akron, OH
  • Hobbies: Fitness, Travel & Film
  • Graduating May 2017, B.S. Financial Planning

ORGANIZATIONS

  • Member of Financial Planning Association at University of Akron
  • Member of Financial Management Association at University of Akron

 Check the background of this investment professional on FINRA's BrokerCheck.

Group Assignment(s):

  • Associates
Rachel Etters, Associate and Financial Services Representative, Cleveland

Contact

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(440) 746-8703 phone

Contact Us Today!