Family Life Financial Planning

Family Life Financial Planning (CRD# 284922) is a financial advisory firm headquartered in Mentor, OH. They manage $4,480,000 in 45 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
8350 Tyler Blvd, Mentor, OH 44060
http://www.saveforyourfamily.com/
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $99,556
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Family Life Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Michael Kostelnik, financial advisor Mentor OH
Michael J. Kostelnik
CRD#: 4941681
8350 Tyler Blvd, Mentor, OH 44060

Michael Kostelnik (CRD# 4941681) is an Investment Advisor Representative working at Family Life Financial Planning in Mentor, OH and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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