Using a personalized approach to assist you in developing and pursuing your financial objectives
  

CONTACT US
Please contact us with any questions or to set up a complimentary initial consultation:

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Investment Advisors
Stephen L. Rudolph, MBA, CPA
Theodore Rudolph, CLU, ChFC
Stanley J. Majkrzak, CPA, CFP®
Mary Eileen Vitale, CPA, CFP®
Craig S. Petti, RFC®, AIF®
Andrew Barkley, CFP®
James McCarney, MBA

Operations Manager
Janet L. Baillie

Financial Assistants
Amanda Gehres
Andrew Marusic

Administrative Assistant
Jennifer DeGray

OFFICE LOCATIONS:                                                       

Cleveland, OH

Four Commerce Park Square                                     
23240 Chagrin Blvd. Suite 700
Cleveland, OH 44122  
Telephone: (216) 831-1200                           
Toll Free:     (877) 367-4926                                                              
Fax:              (216) 292-4258

Columbus, OH

460 Polaris Pkwy.Ste 300
Westerville, OH 43081
Telephone: (614) 794-8710
Toll Free:     (877) 367-4926
Fax:               (614) 794-8712 

Western PA

1009 Water Street, 2nd Floor
Meadville, PA 16335
Telephone: (814) 547-5708
Fax:              (630) 769-6900 

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AZ,CA,CT,DC,FL,GA,IL,IN,MA,MN,NC,NJ,NY,OH,PA,SC,TN,VA,VT,WA.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and Advisory Services offered through Commonwealth Financial Network®,
Member FINRA, SIPC, a Registered Investment Adviser.
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