Confiance, Financial & Investment Advisors

Confiance, Financial & Investment Advisors (CRD# 147697) is a financial advisory firm headquartered in Cleveland, OH. They manage $17,650,000 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $141,200
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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 Confiance, Financial & Investment Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Pamela S. Sandy
CRD#: 2173923
600 Superior Avenue E., Suite 1300, Cleveland, OH 44114
96
Wealthminder
score

Pamela Sandy (CRD# 2173923) is an Investment Advisor Representative working at Confiance, Financial & Investment Advisors in Cleveland, OH and has over 23 years of experience in the finance industry. Pamela Sandy 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.

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