Cleveland, Ohio CPA and Business Advisors
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Ready for the new NFP Accounting Standard?

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Putting Hedging Strategies to Work

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Ciuni & Panichi has over 40 years of quality service.
Wealth-Management

Wealth Management | Market Commentary 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.

American Century

Calamos

CNL

Dividend Capital

Eaton Vance

Federated

Fidelity

Franklin Templeton

Invesco

John Hancock

JP Morgan

Legg Mason

Lord Abbett

MFS

Manning & Napier

Oppenheimer

PIMCO

Pioneer

Prudential

Putnam

Resource Real Estate

RidgeWorth

T. Rowe Price

 

 

 

 

 

 

 

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