Alpha Planning And Financial Services, Inc.

Alpha Planning And Financial Services, Inc. (CRD# 130842) is a financial advisory firm headquartered in Solon, OH. They manage $14,484,732 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $135,371
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Alpha Planning And Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Jeffrey P. Cirino
CRD#: 2654655
33595 Bainbridge Road #201, Solon, OH 44139
90
Wealthminder
score

Jeffrey Cirino (CRD# 2654655) is an Investment Advisor Representative working at Alpha Planning And Financial Services, Inc. in Solon, OH and has 1 year of experience in the finance industry.

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