Centre For Financial And Retirement Planning Inc.
Centre For Financial And Retirement Planning Inc. (CRD# 119869) is a financial advisory firm headquartered in Akron, OH. They manage $17,741,305 in 328 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management18MILLION
Total Number of Accounts328ACCOUNTS
Average Account Value$54,089
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Kevin Friday (CRD# 1060778) is an Investment Advisor Representative working at Centre For Financial And Retirement Planning Inc. in Akron, OH and has over 24 years of experience in the finance industry. Kevin Friday has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.