杰里米 DiTullio is the founding partner and a financial planner of Cleveland Financial Group, a team of financial planners who have prodigious experience in wealth management, wealth transfer strategies and executive-focused planning. He is securities licensed in 25 states throughout the US.
杰里米's practice centers on the financial planning and benefits needs of business owners, 高管, 和退休人员. With a unique mix of planning acumen, 领导, management and consulting skills, 杰里米 helps clients on demanding career tracks with financial strategies to navigate into and through retirement.
He utilizes a unique financial planning process that has been developed over the past 20 years. The financial planning process involves a comprehensive understanding of a client's circumstances, analysis of their current situation, creative design ideas, sound recommendations and ongoing oversight. 杰里米 strongly believes in educating and collaborating with clients. His ideal client is seeking a long term partnership with a trusted advisor.
杰里米 affiliated with Lincoln Financial Advisors in 2011, established the 西湖, OH office in 2015 and founded Cleveland Financial Group in 2017. Previously he was the Managing Principal for the Cleveland Regional Planning Office of Lincoln Financial Advisors | Sagemark Consulting responsible for broker-dealer initiatives throughout northern 俄亥俄州.
杰里米 and his wife, Amy, have three children and reside in Avon Lake, 俄亥俄州. In addition to spending time with his family, 杰里米 enjoys traveling, reading and fitness.
Registrations: Series 7, 9, 10, 24, 51, 66, IAR