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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, AIF® 
Theodore Rudolph, CLU, ChFC
Stanley J. Majkrzak, CPA, CFP®
Craig S. Petti, RFC®, AIF®
Andrew Barkley, CFP®

Operations Manager
Janet L. Baillie

Financial Assistants
Andrew Marusic

Financial Planning Coordinator
Miranda Licursi

Administrative Assistant
Connie Stepich

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

Westerville, OH

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

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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.

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