Cleveland, Ohio CPA and Business Advisors
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Ciuni & Panichi has over 40 years of quality service.
Wealth-Management

Wealth Management | Helpful Links

 

We serve select business owners, executives, and high net worth families.  Our team will assist you in defining your financial goals; developing a plan to help attain these goals; assist in implementing the plan; and monitor your progress over time.  We understand that this is an ongoing process, and not a quick analysis with instant solutions.  Our approach is to take a long term perspective and treat it as an ongoing process.

The following links can provide guidance for some of your questions:

Free Application for Financial Aid (FAFSA):  http://www.fafsa.ed.gov/

FINRA:  http://www.finra.org/
MSRB:  http://www.msrb.org/msrb1/
SEC:  http://www.sec.gov/
FINRA Fund Analyzer: http://apps.finra.org/fundanalyzer/1/fa.aspx
FINRA 529 Calculator: http://apps.finra.org/Investor_Information/Smart/529/Calc/529_Analyzer.asp
Saving for College:  www.savingforcollege.com
About 1st Global: http://www.1stglobal.com/aboutus/index.asp
Upromise:  www.upromise.com
Social Security: www.ssa.gov
IRS: www.irs.gov
Ohio Insurance Department: www.insurance.ohio.gov
Fitch: www.fitchratings.com
Moody’s: www.moodys.com
Standard & Poors:  www.standardandpoors.com
AARP:  www.aarp.com
Medicare:  www.medicare.gov

CERTIFIED FINANCIAL PLANNER™ Board of Standards, Inc.:  www.cfp.com

For more information, contact us today. Or, you can connect with any of the individuals highlighted on this page.

Links provided from this web-site are strictly for informational purposes and are not an endorsement or recommendation of the site, company, content, or its sponsoring organization by C&P Wealth Management, LLC. or its affiliates. C&P Wealth Management, LLC provides these links as a convenience to you, and has not tested any software or verified any information found at such sites.  Risks are associated with the use of software and the information available on the Internet and you acknowledge and understand these risks before using any of these services.

 

Securities offered through 1st Global Capital Corp., Member FINRA, SIPC Investment advisory services offered through 1st Global Advisors, Inc.